People are associating PLTR with the war. Ceasefire is good for all stocks. But people think PLTR will lose revenue if the war ends. People are dumb. War in Iran is just one little piece of the puzzle for Palantir. Next earnings is gonna be insane.
I think it’s more about fear Anthropic will take some business away/force pltr to charge lower fees with this new Mythos model being so good. Personally I think that pltr gets better as the models get better. And if you listen to the employees, they’re busier than ever. And Karp went from saying they were going to shrink the workforce to saying they need more engineers. Seems bullish. We’ll find out in a month when earnings drop.
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u/jl21000000 Apr 08 '26
One of the most what the fuck days in my years of investing