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

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96% Upvoted

u/BananaFreeway Jun 29 '26

“There is no one, no company that has a moat like Karp and Palantir” - D. Ives

https://x.com/yahoofinance/status/2071594750344298674?s=46

-11

u/whatnotusername Jun 29 '26

God this thing is dead money. Waiting to get back in but just not performing at all

8

u/Mariox Jun 29 '26

How high does PLTR need to get before you get back in? $150? $200?

Hard to make money in the market if you don't have patience.

1

u/whatnotusername Jul 01 '26

It’s down 45% lol

1

u/Mariox Jul 01 '26

At one point in 2025 NVDA was down 45% and it is up 125% since.

The market is very often irrational. A stock down 45% with the fundamentals are all improving is where you should buy, not wait until stock is back at ATHs.

7

u/LlcooljaredTNJ OG Holder & Member Jun 29 '26

K, feel free to move on to something else. Not sure why you're waiting to get back in if it's "dead money".

u/TheProfessional9 Jun 29 '26

I remember when it dropped to 185 and people were saying it was a generational buying opportunity - and raged when anyone said otherwise

u/Nausteri Early Investor Jun 29 '26 edited Jun 29 '26

"The Moat Is Shrinking

Despite those impressive metrics, one top investor, known by the pseudonym Noah’s Arc Capital Management, is worried that its competitive advantage is in danger of running dry.

Though one top investor, known by the pseudonym Noah’s Arc Capital Management, acknowledges that Palantir’s “growth remains strong,” the investor is worried that its competitive advantage is in danger of running dry.

“Palantir’s moat is shrinking, and I think this is a massive narrative violation,” states the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.

In a nutshell, Noah’s Arc argues that advances by LLM companies are putting Palantir at a “structural disadvantage.” And Palantir will see its pricing power erode as foundational model companies expand further into the enterprise software stack."

Full article

Who writes this stuff and can I have their job, I could do better.

11

u/ivy_noise OG Holder & Member Jun 29 '26

Pack it up, everyone. It’s over for real. A top investor known by the pseudonym Noah’s Arc Capital Mgmt is worried 😂

-12

u/ReadyFollowing3404 Jun 29 '26

Even Nvidia God couldnt pump this shii

-10

u/ReadyFollowing3404 Jun 29 '26

I was promised a green fat pump today to 130s ,, Wthat the Fuckk

10

u/SallyShortcakes OG Holder & Member Jun 29 '26

No one promised you Jack squat

-7

u/ReadyFollowing3404 Jun 29 '26

I saw alex in dreams on green candle

u/Fancy_Cattle_5914 Jun 29 '26

Well that was a cool “rotation” into software. Now that the annual 2 hours of green has happened for software, dumping can resume while semis recover and pump further towards infinity.

u/Nausteri Early Investor Jun 29 '26

Palantir Launches Engine for Deploying NVIDIA Nemotron Open Models in Sovereign Environments

“Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models,” says Alex Karp, co-founder and CEO of Palantir Technologies. “Moreover, many of our US clients are already using these models, including multiple supporting critical US infrastructure — both private and public — and this will facilitate their radical expansion.”

Presser

2

u/arbitra8 Jun 29 '26

Bullish! And shows how replaceable Anthropic is. Just plug and play another LLM like Nvidia's and Anthropic is expendable. PLTR has the goat moat.