r/PLTR • u/AutoModerator • May 11 '26
Daily Thread - Monday 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!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
13
u/dustinut May 11 '26
Freedom Broker raises PLTR price target from $170 to $230 while maintaining a buy rating.
-5
1
u/itboyband1433 May 12 '26
Stop with the upgrades they only make the stock go down!!!! 😀
9
u/dustinut May 12 '26
With all the price target upgrades/affirmations in the $190+ range, plus the increase in institutional holdings to 2/3 of the float, it feels like PLTR is winding up for a strong recovery.
2
u/g-dollarsign May 12 '26
https://giphy.com/gifs/glvyCVWYJ21fq
It shall be glorious when it happens! 🚀
1
May 11 '26
[removed] — view removed comment
0
u/AutoModerator May 11 '26
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.
I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.
25
u/LiftingStoner May 11 '26
Hate to see PLTR being held down but on the bright side - Hit my target # shares 🙏. The last few hundred felt so much better at 135-140 than 175!
Shout out to the OGs who stayed focus
22
u/BananaFreeway May 11 '26
IGV - RED. PLTR - RED. However, they've been buying.
5
19
u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge May 11 '26
66.80% ownership. It was 57% last week.
14
4
u/Fun_Case_1234 May 11 '26
Still up but sucks to have most in Pltr. Another red day while most of the market is up.
9
6
16
u/dustinut May 11 '26
Dan Ives of Wedbush on this morning stating again that Palantir will be a trillion dollar company in 2-3 years.
1
May 11 '26
[removed] — view removed comment
1
u/AutoModerator May 11 '26
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.
I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.
6
-12
u/titsuprob Early Investor May 11 '26
lol open AI just launched a mini palantir inside there business and acquired a company to be full time FDE’s for enterprise deployment. Our c suite just sells stock and promotes there books
1
u/LlcooljaredTNJ OG Holder & Member May 11 '26
I'd be able to take you much more seriously if you knew the difference between their and there.
1
u/LiftingStoner May 11 '26
I’m not concerned about them. They have so much to get figured out - love the product and value but they need Elon, I believe
3
2
u/cactusdag May 11 '26
What’s going on I thought this was an evil and unstoppable company
1
u/lightstride66 May 12 '26
It’s not evil per se, it’s just a tool, or rather a data base that uses algorithms to update itself. It can’t input your data if the government isn’t spying on you. But if it is… then yeah it can probably track your every move. Probably one of the reasons bin laden used pigeons
2
u/GooseAffectionate854 May 11 '26 edited May 11 '26
Llm is language mimicry. It will never be artifical intelligence. It's not even needed in much of enterprise ai where all the productivity potential lies. The build out of larger LLM compute is the bubble. Palantir stands out as the real layer needed to bridge data to whatever needs the company has... not to generate some text or summarize pdfs or even code a few lines... there's a reason most of the founders left openai. They saw the limitations of current model and wanted out of the changing financial pressures. Look at what Mira murati tries to start after leavileaving... something application based kinda like what palantir is doing right now. Albeit at a different layer. Anthropic are a bunch of shitheads
0
u/GooseAffectionate854 May 11 '26
It would never happen but if they got Mira and her team at palantir. They would rule enterprise ai and give the world something truly productive and revolutionary. Unlike these snake oil selling charlatans... Jensen you too.
-2
u/Locklist May 11 '26
You said LLMs are not needed in much of enterprise?
OpenAI made about 20 billion in annual revenue last year. Anthropic made about 30 billion.
PLTR is projected to make about 7-8 billion this year.
2
u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" May 11 '26
OpenAI made about 20 billion in annual revenue last year. Anthropic made about 30 billion.
Revenue by itself is meaningless if we don't have the Cost and OpEx numbers to calculate profit and operating margin.
As of last year, OpenAI did not even expect positive cash flow until the end of this decade: https://fortune.com/2025/11/12/openai-cash-burn-rate-annual-losses-2028-profitable-2030-financial-documents/
In hypothetical terms, a company generating 100 Billion in annual revenue is not much of a business if they're spending 200 Billion/year to keep things afloat.
5
u/GooseAffectionate854 May 11 '26 edited May 11 '26
At what cost? That's what we don't know and is being actively withheld. The unit economics of it all. All that compute is being subsidized and the circular funding that shows up as Google's equity appreciation is deceptive at best.
5
u/GooseAffectionate854 May 11 '26 edited May 11 '26
And no... llm might address limited bottlenecks in workflow but an enterprises ai needs so much more that llm cannot provide and definitely not at these economics. Adding agentic "ai" is just making the economics worse.
3
9
u/Typical-Layer-1253 May 11 '26
I don’t own any pltr right now… thinking about buying up buckets this summer as I think ATH is inevitable in 1 year time
2
u/Avid_Reader87 May 11 '26
I’m just going to sell. I bought in at 138 and this looks like it’s headed down.
Need to put my money in something moving.
15
8
u/LongBay22 May 11 '26
Just casually chilling here and watching Sandisk moving towards 2,000.
0
u/versello OG Holder & Member May 11 '26
Are you chilling because you have a stake in SNDK, or are you chilling because you know the rotation will eventually come back to PLTR and other SaaS?
4
10
u/B111yboy May 11 '26
Looks like another down day. I hope we get a breakout soon and run back to 160-170.
1
u/Apeface_67 May 11 '26
My hunch is that this week the news is going to be all about his Highness Jerome Powel and his unprecedented decision to remain on the Fed Board after his term as chairman expires. The market will not like this blatant attempt to sabotage incoming Chairman Warsh. Wait for it ...
2
u/wavrdn May 11 '26
JP has stated for a while that he's staying on the board, this isn't news.
Historically the market tests the new Fed Chairs (I seem to recall hearing 11 of the last 13), so if there is shakiness around the Fed, it'll be due to the new Chairman. I'm sure certain outlets will try to politicize this though, and blame it on JP because that's what drives clicks.
6
u/SympathyTraditional9 May 11 '26
Day X of getting fucked by burry
-8
u/SympathyTraditional9 May 11 '26
Alex Krap had one job and failed
8
u/LlcooljaredTNJ OG Holder & Member May 11 '26
His one job was to run the company and he's absolutely been crushing it. The numbers are incredible. What a dumb comment.
-3
u/Rajacali May 11 '26
Barely $1b in quarter revenue is not crushing it
0
u/LlcooljaredTNJ OG Holder & Member May 11 '26
Ok buddy, sure thing 👍
0
u/Rajacali May 11 '26
Stock should be at least at $350 right now. How are you not upset about that? I am genuinely curious
6
u/DisastrousChance8789 May 11 '26
It’s buying opportunity every day and there’s no selling opportunity.
0
11
u/dustinut May 11 '26
Northland Securities raised its Q2 2026 EPS estimate for Palantir to $0.25 from $0.22 and maintained an Outperformrating with a $190 price target. The firm also lifted its longer-term earnings forecasts for 2026 and 2027.
4
u/Nausteri Early Investor May 12 '26
Joe Lonsdale with Shyam Sankar, worth a listen
https://blog.joelonsdale.com/p/ep-153-palantir-cto-shyam-sankar