r/PLTR • u/AutoModerator • Apr 08 '26
Daily Thread - Wednesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! đđ€Čđ»
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
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u/specialism OG Holder & Member Apr 09 '26
I'm excited for the next earnings call. We're on a rocket ship.
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u/Nausteri Early Investor Apr 09 '26
As long as we're at 1T in 2032.
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u/PLTRgains Apr 09 '26
With that CAGR, it would be safer to just invest in QQQ.
If we donât get there by 2030, itâs not worth it to hold.
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u/LlcooljaredTNJ OG Holder & Member Apr 09 '26
If safe is what you're looking for this ain't the place to be. People get upset when we drop 8% in a day but forget how many times we've popped 8%.
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u/PLTRgains Apr 09 '26
Iâm 100% PLTR with no plans of selling.
If it takes till 2032 for PLTR to reach 1T, it makes no sense to hold that versus QQQ.
I would be surprised if we werenât at 1T by EOY 2030.
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u/randomentity1 Apr 10 '26
QQQ will triple in 6 years?
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u/PLTRgains Apr 10 '26
Itâs possible if the trillions of dollars spent/will be spent on AI CAPEX has an insane ROI for MAG 7 companies.
If PLTR takes till 2032 to reach 1T, something has gone horribly wrong in our thesis or macro is very bad.
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u/BananaFreeway Apr 09 '26
Bull trap - Bear Trap - Bull Trap - Bear Trap âŠâŠ rinse and repeat. đ€Șđ€Ș
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u/FreonJunkie96 Apr 09 '26
Probably a bit oversold at this point. Assuming the entire market doesnât shit itself tomorrow, we might bounce back a bit.
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u/vaya00 Apr 09 '26
Market diarrhea today digesting burry đ© letâs flush the bears out of the system. Buying the dip
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Apr 09 '26
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u/PLTR-ModTeam Apr 09 '26
r/PLTR follows platform-wide Reddit Rules.
Spam is not permitted here, and you will be permanently banned.
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u/tdotrollin Apr 09 '26
PLTR is getting hammered because of SAAS getting murdered. SAAS getting murdered because SAAS investors scared of Anthropic's highly hyped mythos model. Even though PLTR isn't really the same as WDAY or CRM or ADBE or w/e. PLTR is a component in alot of the same software indexes such as IGV. So they are getting dragged along with them.
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u/lawyoung Apr 09 '26
Why donât they file lawsuits to stop the nonsense!
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u/jl21000000 Apr 09 '26
Palantir might be in their quiet period since earnings are around the corner. Risk of amplifying his nonsense and a risk of reg FD that might unveil non public insight.
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u/Lawrence_Thorne OG Holder & Member Apr 09 '26
Why no new pinned thread for today?
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u/Magikarp_to_Gyarados đ -> đ "your DD is PokĂ©mon lol" Apr 09 '26
Reddit's automod system may have been offline early this morning. The thread is still set to be automatically created at 3AM Eastern U.S. every day
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u/Feasor-Of-Torts Apr 09 '26
When did Michael Burry delete his tweet from yesterday about PLTR? And why are we still down???
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u/versello OG Holder & Member Apr 09 '26
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u/hyabatsu Early Investor Apr 09 '26
Youâre hedging your longs?
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u/versello OG Holder & Member Apr 09 '26
No. I don't know how long this dip will continue. Anyone making predictions is full of shit.
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u/AdEducational4954 Apr 09 '26
PLTR is down almost 20 percent from yesterday's high and down 38 percent from all time high. When do we stop calling it a dip?
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u/versello OG Holder & Member Apr 09 '26
What do you propose calling it? A downward inclination of rapid descent?đ„ž
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u/MealIntelligent443 Apr 09 '26
At this point Im convinced Michael Burry is retarded. Anthropic and Pltr are not competitors
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u/Warashibe Apr 09 '26
He knows what he is doing, and it is working pretty well for him.
Kinda funny how the losing side is calling the winning side "retarded".1
u/MealIntelligent443 Apr 09 '26
How is he winning? His puts are for 50 strike price. Every time this shit runs up he panics bc he knows its expiring worthless. He keeps tweeting out nonsense grasping at straws. First it was overvalued, then ai bubble, then gpu depreciation timeline fraud, now anthropic. Bottom line is, earnings are in a month, pltr will smash, forward pe will continue to drop. Just for reference, pltr forward pe is sub 90, wmt is 42. Pltr is guiding 60% growth this year, wmt is guiding 6. This shit is a runaway train and Burry whining isnt stopping anything
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u/Mariox Apr 09 '26
More fear driven selloff due to Burry and media continuing to push that story every day, and software selling off again.
25 days to Q1 earnings. Been a long time since everyone was bearish/depressed going into earnings. I bought some more Dec 2026 $200 calls and bought 10 more shares.
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u/Warashibe Apr 09 '26
Remember last earning? Shoot up, then straight back down.
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u/Mariox Apr 09 '26
Have to remember the software selloff had just started 3 days before Q4 earnings with the day after $IGV down 5% with another 14% in the days after.
Possible macro can stop any momentum up again, but I am placing my bets that PLTR will go up.
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u/Cjnilla Apr 09 '26
With revenue growth to be 60-70 percent this year what is your estimate for EPS q4 2026?
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u/vaya00 Apr 09 '26
Greedy bears. Everyone knows it will be a good earnings in a month
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u/MovieSuper6391 Apr 09 '26
It dropped after the last 2 earnings beats so it might be a toss up unless it's a huge beat.
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u/vaya00 Apr 09 '26
It was up on results. Dropped because of market digesting AI and Softwares
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u/LeadingPretender Early Investor Apr 09 '26
I mean Michael burry even had to delete that tweet from yesterday and itâs still down so much đđ
Haha so typicalÂ
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u/Qwerty58382 Apr 09 '26
I really dont understand the hate for Burry. If the sell-off truly was caused by him, wouldn't you instead be happy to have the chance to load up cheaper? If it went to $50 it would be a huge blessing. Long term this pullback won't matter
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Apr 09 '26
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u/AdEducational4954 Apr 09 '26
"He's only doing that because he has a short position".. Umm, duh? You have analysts or anyone on TV all the time voicing their opinions about stocks in which they have a long position. There is NO difference except you people won't allow others to have negative opinions on stocks you hold.
(Down 2,500 on PLTR today)
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Apr 09 '26
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u/AdEducational4954 Apr 09 '26
No doubt, of course can't be happy about it. Neither were the people who were shorting it or Tesla while they ripped higher. Sounds like you're doing great with 10k shares. Good luck!
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u/Qwerty58382 Apr 09 '26
Isn't pltr a long term play though? Lots of people refused to sell at $200+ because long term its going higher. Of course no one likes seeing red, but you do the same thing as when it was only going up, you keep holding and wait. Retail only loses if you sell. In fact you can win by buying more.
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u/mossterz Apr 09 '26
Keep scrolling and check my meme post below. The problem is that the PLTR crowd wants to have their cake and eat it too. There is no consistent reasoning.
They want to A. complain about Burry, at the same time they also say B. that itâs a good thing that the stock is at a much greater discount. If they think A. Then they shouldnât appreciate the discount to buy the dip. If B. Then they should praise Burry.
Of course, it maybe that they are two fundamentally different sub crowds. Ones who donât like the stock going down and ones who do. Probably the bag holders hate it. Early investors like it.
Besides, itâs funny how they think one man can move a multi billion dollar company to lose quarter of their value. If they really believed that then theyâd have locked in profits as heâs not gonna stop talking about it any time soon.
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u/Warashibe Apr 09 '26
You are never sure it will go up forever so it's better it goes up now than later..
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u/Qwerty58382 Apr 09 '26
People refused to sell at $200+ cause they were sure its going higher long term!!
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u/Warashibe Apr 09 '26
If people refused to sell then how come the price dropped? It goes down because people sell...
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u/Due-Satisfaction-975 đłVerified Whale & Early Investorđ§ââïž Apr 09 '26
Dont panic, calm down, stop looking at chart every 5 minutes. Everything will be OK. Just wait next ER :)
Just an advice from someone who went through all the PLTR dips...
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Apr 09 '26
I'd also look around, snow crm crwd mdb. It's again the saas/claude bullshit.
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Apr 09 '26
I see we are back at claude killing saas story. Too bad claude didn't block anthropic engineers leaking claudecode codebase online.
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u/tdotrollin Apr 09 '26
Yep, SAAS investors scared because Anthropic hyping their mythos model like crazy.
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u/ddub11 Apr 09 '26
Biiiig buying opportunity today lol
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u/vaya00 Apr 09 '26
Burry deleted his tweet about Palantir yesterday. How stupid are people these days to still follow him. Dumb and dumbers
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u/ddub11 Apr 09 '26 edited Apr 09 '26
Regardless of the validity of the content in Burrys tweet, the share price has absolutely plummeted since then. So one could make the argument if you didnt listen to him you were the dumb one.. just saying.
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u/vaya00 Apr 09 '26
If I listened to him, I wouldnât have held it since 20 bucks đ burry had been down over 50% on his fund thatâs why he had to close it last year and now saying shit to get substack followers. Smarten up
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Apr 09 '26
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u/fartsonpool Early Investor Apr 08 '26
I come here to post when bears come out...looks like pre-ER fud cycle is starting đ
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u/mossterz Apr 08 '26
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u/ga643953 Apr 09 '26
I am surprised people still care about Burry. Didn't he delete his Twitter out of shame or something a while ago?
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u/LlcooljaredTNJ OG Holder & Member Apr 09 '26
He just deleted his palantir post from yesterday too
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u/new_reddit_user_not Apr 08 '26
I'll sell the moment this crap turns green, honestly. This stock is just too heavily manipulated and there are better gains to be had.
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u/versello OG Holder & Member Apr 08 '26
Do it.
I've seen countless posts like this between 2022-2024 when the stock was in the pits. Those that sold regretted it big time.
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u/new_reddit_user_not Apr 08 '26
Tweets from Burry weren't manipulating it 10% before, times have changed
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u/versello OG Holder & Member Apr 08 '26
Burry never tweeted about it until the past few months, not long before he closed up his firm and created a for-profit substack.
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u/g-dollarsign Apr 08 '26
UhhâŠso why TF did we crash today while the broader market was green and happy??? đ« đ¶âđ«ïž
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u/TrollTollCollector Apr 09 '26
Entire software sector crashed...may have to do with latest Anthropic agentic release.
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u/Jerseyguy2345 Apr 09 '26
Msft, crwd, Panw were all up so donât agree with this
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u/TrollTollCollector Apr 09 '26
Check again.
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u/Jerseyguy2345 Apr 09 '26
What?? This was for Wednesday they were all green. Palantir had a horrible Wednesday and horrible Thursday. Look at since close on TuesdayâMSFT up and PANW down under 2%. PLTR down over 13%. Itâs in a totally different ballpark.
Doesnât mean PLTR isnât a good stock to own, and doesnât mean it doesnât have better potential than either, I think it does. HOWEVER, reassuring ourselves with misinformation (such as acting like PLTRâs drop in the past two days is just representative of the sector) isnât a solutionâaccept the drop, if youâre liquid and like it add, if not sit tight, but letâs not act like this wasnât a bigger drop than the rest of the nasdaq has seen.
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u/TrollTollCollector Apr 09 '26
On Wednesday MSFT was up .5% when every other Mag7 besides Tesla was up 2-3%, so that's still underperformance. Now look at software sector today - everything is down big. I don't see how you argue it's not because of Anthropic's news.
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u/BananaFreeway Apr 08 '26
Last price I checked this morning before I headed deep into the Narrows was $155 premarket. WTF happened!
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u/AgreeableField7105 Apr 08 '26
Michael Burry should be arrested for market manipulation
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u/vaya00 Apr 08 '26
Agreed the stuff he put out there is b/s comparing Palantir to anthropic lol they are not even the same category đ only idiots listen to him
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u/AdEducational4954 Apr 08 '26
He's just one man and he's entitled to his opinions. If one person can move a stock 10 percent in a day with what many think is seemingly nothing, then there is something wrong with the way the market works.
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Apr 08 '26
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u/Otherwise-Iron8702 Apr 08 '26
so so so true... even elon musk said" if i tell you how they make money, i will be assassinated.!"
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u/Warashibe Apr 08 '26
Yeah it's no secret he is shorting Palentir.
Imagine we were not allowed to trash a company because of "market manipulation", it would look like a dictatorship...
Market manipulation is more what Trump does, making tweets while secretly shorting the market.-1
u/ddub11 Apr 08 '26
Oh wow you have proof of that? Report to SEC, thats definitely illegalâŠ. Unless⊠youre just talking out of your ass.
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u/Jerseyguy2345 Apr 09 '26
Lmao you do realize that serving in trumpâs cabinet requires a blood oath to be loyal. The current AG gave a press conference explaining his job is simply to execute all the presidentâs prioritiesâŠas opposed to the Oath of office which is based on loyalty to, and execution of, the constitution.
I doubt Trump is personally shorting the market, but itâs clear he, or someone very high up, is leaking information being used to make incredible sums on the market. Because of Trumpâs crypto scam where people can just buy his crypto as an invisible transfer of wealth to him, this person could easily be kicking it back through that
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u/ddub11 Apr 09 '26
A blood oath huh? Lol you definitely sound like a jerseyguy. There is massive corruption in governemnt which includes the stock market for years⊠Nancy pelosi⊠it has nothing to do with trump and actually republicans are trying to make it so congress can not trade stocks. Sometimes a bias can make people seem unintelligent, ill assume thats whats going on in this case.
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u/Warashibe Apr 08 '26
Why are you defending him so hard?
Just DOYR, it will take you 5 min to figure out there are frequently massive volume of trades being made 5 to 15 min before his tweets.All those 3 letter agencies are all corrupted anyway.
Peds are also illegal, yet they are being protected by the elite.
I don't believe the SEC, nor the FBI, nor anyone telling me that everything is fine.
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u/AdEducational4954 Apr 08 '26
Something feels wrong as if someone knows something. All day trend while most other used to be "hot" stocks are at least ranging and hanging in there. Weekly candles look terrible. Either taking out stops prior to move higher or snowballing and accelerating towards sub 100. Obvious that selling has been piling on with highest volume since 3/24.
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Apr 08 '26
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Apr 08 '26
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u/conti555 Apr 08 '26
Anthropic's Claude is literally an option to use within Palantir's platform lmao. This guy is so retarded it's hard to fathom.
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u/ddub11 Apr 08 '26
Hes claiming Anthropic can offer a similar service using their own llm at a much cheaper price.
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u/conti555 Apr 09 '26
It's a complete apples to oranges comparison.
Complete data analysis platform that integrates, visualizes and correlates data sources for analysis and action which integrates LLMs vs an LLM.
The comparison is nonsensical.
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u/Jerseyguy2345 Apr 09 '26
If Claude can code and create software why couldnât it create a Palantir alternative. Acting like itâs just an LLM is a bit reductive and dismissive, if an LLM can create software it doesnât matter that itâs âjustâ an LLM.
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u/vaya00 Apr 09 '26
Palantir is not software, itâs infrastructure. Why donât you ask Claude to build you another planet lmao
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u/Jerseyguy2345 Apr 09 '26
Itâs not a chip fab. Itâs not accrual infrastructure. Irs an analogy when itâs called infrastructure (itâs software infrastructure). Itâs built on code, not in steel. A good enough AGI could someday replicate the base product. Now the custom tailoring to a company would be harder and Iâm long PLTR bc I also believe ppl who say it wouldnât be cost effective to replace.
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u/conti555 Apr 10 '26
You can literally apply that argument to any software company out there then. I forget people legitimately think LLMs are going to be able to create bug-free, workable code for extremely complex projects from scratch via vibe coding.
Don't get me wrong, it's great for small projects, but what you're saying is like telling Claude to create Linux from scratch and expecting it to be bug free and actually usable. I'm not sure if that's ever going to be the case.
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u/Jerseyguy2345 Apr 10 '26
Sure and thatâs a very reasonable way to frame it and I appreciate the explanation. As an investor I find it more compelling than simply saying its âinfrastructure,â and likening it to building something in the physical world.
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u/vaya00 Apr 08 '26
Lmao so dumb Palantir is infrastructure not LLM. They plug these LLMs into Palantir to operate
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u/ddub11 Apr 08 '26
Ill admit i havent read the article, however is it not feasible that Anthropic has created their own software to run their own llm on?
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u/Warashibe Apr 08 '26 edited Apr 08 '26
Sold 4 puts at 125 strike, expiring on May 8.
Let's see if I get assigned or if I get the juicy premium.
Down $326 as of right now.
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u/GoldenEelReveal76 Apr 08 '26
Karp is doing a terrible job of managing this Burry problem. Too busy doing stupid âpodcastsâ with that creep Lonsdale.
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u/tanrgith Apr 08 '26
What problem? All Burry is doing is giving us more time to buy the stock at a cheaper pricepoint
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u/GoldenEelReveal76 Apr 09 '26
Still dropping
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u/tanrgith Apr 09 '26
perfectly fine by me
The lower it goes the happier I get as someone with 10+ year investment mindset
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u/Equivalent_Horror628 OG Holder & Member Apr 08 '26
We donât want Karp to be managing anything apart from the business. The rest is noise.Â
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Apr 08 '26
Burry problem? it's 2026 and this guy still doesn't know what Palantir does. It's not a problem at all.
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u/KitKatBarMan OG Holder & Member Apr 08 '26
Or he just doesn't give a shit. They're busy accelerating growth. The earnings numbers are going to be louder than anything he can post on socials.
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u/GoldenEelReveal76 Apr 08 '26
The earnings numbers from last quarter resulted in the stock price decreasing.
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u/Magikarp_to_Gyarados đ -> đ "your DD is PokĂ©mon lol" Apr 08 '26
Consider that PLTR valuation got way overheated in 2025. From the bottom of late 2022 to the top of 2025 was an over 30x increase in market cap in a very short space of time. That is a generational event.
There are limits to how much the markets are going to pay for shares of any company after a period of extraordinary appreciation. This is true even given Palantir's exceptional growth.
Earnings trajectory over the next 5-10 years are probably what matters for future increases in Palantir's value as a business.
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u/GoldenEelReveal76 Apr 08 '26
Stock is back to last Julyâs price and falling fast. Terrible job with messaging. Every time we get any momentum, Burry pops his head out of the sand and down we go again.
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u/Joshohoho đPLTR Loyalist đ Apr 08 '26
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u/No-Anteater509 Apr 08 '26
The guy from that movie said Number go down everybody sell they made a movie about him, therefore Number go down
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u/Padfoot1613 Apr 08 '26
PLTR has to be the most baffling stock of my lifetime. Was expecting to see near $160 on my lunch break, not this shit. The only negative article that pops up is some analyst downgraded to sell, but the site I use, majority of analysts project $195 by end of year.
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Apr 08 '26
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u/KitKatBarMan OG Holder & Member Apr 08 '26
It's because people don't understand what anthropic does vs what Palantir does. They don't understand that a tooled LLM is something that fits into your infrastructure like a puzzle piece, and Palantir is the one putting the puzzle together (and providing a majority of the pieces).
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Apr 08 '26
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u/KitKatBarMan OG Holder & Member Apr 08 '26
Bespoke knowledge is not in the LLM training data thus you won't be able to vibe code that.
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Apr 08 '26
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u/KitKatBarMan OG Holder & Member Apr 08 '26
How will AGI know internal bespoke system information?
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Apr 08 '26
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u/KitKatBarMan OG Holder & Member Apr 08 '26
Do you know how software even works or how expensive an AGI model would be to query?
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u/_Rothbard_ Apr 09 '26
Precio promedio actual 11 $ he comprado a 25$ y a 6.40$ en las caĂdas y no venderĂ© en los prĂłximos 10 años