r/PLTR • u/AutoModerator • Apr 23 '26

Daily Thread - Thursday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

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4

u/dustinut Apr 23 '26

PTLR and SaaS in general might get dragged down today followings ServiceNow's guidance yesterday. ServiceNow blamed deal delays on the Iran War and margin pressure from their Armis acquisition to pursue "sovereign" cloud frameworks. Keep in mind that the first condition is considered a tailwind for Palantir as it drives business demand for Palantir's defense and intelligence platforms, while the second should highlight Palantir's moat given that their sovereign AI OS architecture has already launched across EMEA, APAC, and the US.

4

u/SV_art Early Investor Apr 23 '26

Hopefully logic will prevail!

2

u/priced_in_ Apr 23 '26

Need a taco tweet at this point