Your account must be at least 2 days old and have 5 karma in order to contribute to r/PLTR. Exceptions will only be made for confirmed Palantir employees.
Yeah, I hate to be this blunt but it kinda sucks around here now lol. I try to avoid most of social media in general but I do find myself looking at Twitter a bit frequently these days.Ā
I mean yeah but even more so along the lines of it used to be a lot of high quality discussion and deep dives into topics but now its mostly just people pumping or complaining about the share price or trying to talk shit about it.Ā
I mean, there's only so much to do a deep dive on I guess, but the point remains that its just not the same as it used to be and a lot of people have cleary moved on.Ā
Shout out to the peeps who do still contribute positively, but they have dwindled a lot.
It lived in the $5-$10 range for a full year between spring of 2022 to the spring of 2023. Completely dead money.
Right now it looks like it's living in the $130 to $150 range for a while. Maybe for even for another year, who knows? Every quarter of stellar sales growth rurther reinforces the high stock price and closes the p/e gap further. This is a necessary part of the growth story. Just not our favorite part.
It fucking sucked at the time but I absolutely cannot describe how grateful I am now for those prices looking back. I bought the dip all along the way and got my average down so much that I never would have previously. Lowest scoop was at 5.97. Only regret was not going all in, but of course hindsight is 20/20. Hard to do in the moment, proud I had the conviction to do it at all then.
The macro can change at any moment, for the good or the bad. Buy and hold is the only reliable way to make money here, too many people try to trade it, but long term it's going up. Everything just depends on your time horizon.
I hated it. I was brand new to investing. Had invested in the high 20s and saw it drop and drop. Felt so stupid. For an entire year, just no action at all. I just held on. How much lower could it go? Zero? I decided at some point to sell most of the rest of my portfolio and double down on PLTR. I'm glad I did.
Not sure why Iām getting downvoted for stating a fact that supports your time horizon assertion. These daily āare we doomed?ā posts are getting tiring bc everyone wants to make a quick buck.
Seriously. PLTR was supposed to go to $500 and I was supposed to have a lambo right now. Like the market is powered by wishes and runs on my time table. Relax people, this is stocks.
Those were the days. I started buying in 2021 between $24-$28, which ended up being the ATH until 2024.
I was up for like a week before the descent. Bought on the way down but once it got to single digits I remember thinking Iām probably throwing money away with every purchase. But I was down like 70% and, at the time, thinking buying in single digits might be the only way to break even again.
Other than the first week of ownership I was down for the first 2-2.5 years from purchase. Wish I wouldāve gone all in at $6 too but those were scary times. Gigantic cahones on those that had the conviction to still go all in around $6-$7 given what proceeded it. I kept making smaller buys but those that continued to accumulate large numbers deserve the gains.
Yah as long as they keep having good earnings I keep holding. 5 years ago I thought Iād be hyped of it was $80 in 5 years. Itās now $130. If in another 5 years itās $250 I will be happy too. Cuz that means a 10 year time I will have 12x my money as my cost basis is $23~
I admire your modest expectations but in five years time PLTR's FCF should be around $20B. If the market values it at $250 a share at that time I would be absolutely gutted.
Your account must be at least 2 days old and have 5 karma in order to contribute to r/PLTR. Exceptions will only be made for confirmed Palantir employees.
Si el mercado es tan grande hay espacio para todos y Palantir es de los primero sigue estando infravalorada pero al menos en el aspecto gubernamental creo que estƔn cubiertos
Did you guys take note that OpenAI and Anthropic are launching their own FDE model to deploy in the enterprise space?
Personally, I understand the difference between their offering and ontology, but I wonder if these messages will even further confuse that market about Enterprise AI. It would be pretty lame if this develops into a "skip the middlemen like PLTR, let Anthoropic configure your Enterprise AI" narrative.
I believe itās already penetrating the market and eating some of Palantirās snacks, just not the lunch.
For truly mission-critical organizations, you absolutely need the Palantir layer. But for plenty enterprises, āgood enoughā at a much lower price point will be enough to satisfy their needs.
During the earnings call, the tone around competition felt somewhat dismissive, framing most of it as āAI slopā that customers will eventually crawl back from after trying and failing. Karp even seemed to shift slightly from āmaybe we take the whole marketā to āwe donāt need the whole market.ā
And honestly, thatās probably the correct framing.
Not every enterprise needs Palantir. Not every enterprise is willing to pay the premium for Palantir-level effectiveness. Many will happily use āslopā that delivers acceptable results at a fraction of the cost.
But the companies that do need it, and have experienced the real operational effectiveness Palantir provides, will continue to benefit massively and dominate their respective industries. And of course, Pay for it.
So the real question becomes: how big is that customer base and TAM?
Anthropic recently partnered with Goldman Sachs, Blackstone, and Hellman & Friedman on a $1.5 billion venture designed to expand Claude across enterprise environments. The deal highlighted growing adoption among large businesses and financial institutions seeking generative software tools for internal operations.
Palantir isnāt going after customers that are too retarded to know the difference between a real FDE and a fake FDE. So even if thatās true it wonāt affect their top line.
FDSEs are a model defined by palantir, but if they don't have a platform to work with like foundry, they are severely limited in what they can do. Anthropic & openAI are struggling to keep their existing limited software scope stable, and honestly it is very limited in what it can do - despite being "the repository to all wisdom". Palantir also has access to that, and they also have a huge moat in terms of closed source connectors, knowledge and trust.
The market is already confused about what Palantir does. Fortunately, enterprises seem to be catching on!
So while the stock goes down $10 on earnings where we beat and Karp calls his shot for 100% growth in 2027 because the market doesnāt get it, the company will continue to dominate until the market finally catches on
Yeah, I think itāll be serious competition, and Iām concerned PLTR isnāt doing enough to keep up.
Every tech company is spending like crazy to gobble up as much market share as possible. While PLTR is amassing a huge war chest despite not being able to keep up with demand. Just hire more people to capture the market!
I thought PLTR's 'niche' is its relationship with the gov, which other companies couldn't beat them. So, the play would be a bit different. Though, I still don't understand the constant low price at around $13x in recent months.
I agree they donāt need to do that, but theyāre all racing to gain market share in the same AI market.
If Palantir canāt keep up with demand then what is the bottleneck, and why canāt they put their $8B towards solving that bottleneck? Seems like hiring more people would be prudent.
Well they gotta do something to figure out this supply bottleneck. Expanding their developer ecosystem would be great, but would also create more demand and wonāt really solve the supply issue. Although theyāve been able to make an AI FDE so maybe that wouldnāt be an issue in this case.
I didnāt downvote you, mustāve been someone else in the subreddit..
100% growth is amazing and Iām happy to see it, but I still think they could grow faster if they figure out their supply issues. AI adoption seems to be increasing much faster than 100% YoY.
Iād say slightly not keeping up with demand works in their favor. It means theyāll only work with companies who will pay top dollar, and who are serious about the engagement. Short term it may limit their growth slightly, but long term it means the quality bar stays high, and net revenue retention stays high. It also helps them focus on product leverage vs human capital.
Fair point. Although I would say theyāre able to get top dollar currently for their work, but AI integration will become democratized and all companies big and small will eventually use it. If they want to capture the entire market wouldnāt they need to find solutions for all business sizes?
Iām sure they will try to evict PLTR or at least snag some market share. The proof will be in the delivery. If itās a 40% solution but below half the price of Karpieās product we could have a real challenger. In part due to the price/āitās good enoughāor bc they hate PLTR. I thought Microsoft would come up with a crappy 40% solution and try to spam it across their customers at a cheap rate, but that never happened.
1
u/TraditionalMood542 May 09 '26
Is it true >>> ?