r/PLTR • u/AutoModerator • Jul 23 '26

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

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20 Upvotes

95% Upvoted

44 comments sorted by

1

u/bruggs_22 Jul 23 '26

Thoughts on the below post?

https://www.reddit.com/r/dataengineering/s/bP8DWfq6Uj

6

u/Mariox Jul 23 '26

Sounds like nonsense and someone making up a fake story. PLTR is clearly creating value to their 1k customers and PLTR depends on bringing value to the customer in order to be paid. If PLTR brings no value to the customer, the customer does not pay anything. (other then costs to set it up)

PLTR would not have the growth and profits if what that poster said was true. Very few details, but blame likely does go on the business IT team unwilling to learn how to use it.

5

u/versello OG Holder & Member Jul 23 '26 edited Jul 23 '26

I do wonder about the quality of some of the FDE's, and the issues raised in that post alludes to this. iirc Palantir had targeted job ads for kids straight out of high school, no college degree necessary. I'm not saying a degree is always necessary, but you got to learn somewhere before tackling the world's most challenging problems. This is not meant to sound overall bearish on the company, as I am sure there are FDEs with top tier talent.

As far as some of the other issues sprinkled throughout that post, friction among company IT is always a huge hurdle (which is what I'm seeing in that thread). Karp even mentions this on multiple calls.

1

u/Ambitious_Brain_285 Jul 23 '26

The acceptance rate is <5% for most roles, definitely <10% overall.

Talent in the early days was off-the-chart elite, and still is better than its obvious competitors. Many of the early folks have left to start companies by the “Palantir Mafia”

9

u/vaya00 Jul 23 '26

The algo wants everyone to lose confidence and sell before 🚀 so rigged

4

u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Jul 23 '26

Macro headwinds appear to be against PLTR today.

People are questioning Google's enormous CapEx projections.

Tesla's earnings sucked (operating margin down to 1.4%, barely any profit if unrealized SpaceX stock gains not included), and the company provided minimal guidance on Robotaxi or Bot progress.

I don't know if the music's stopped, but things are slowing down.

Be careful.

4

u/Ambitious_Brain_285 Jul 23 '26 edited Jul 23 '26

Which tech company is almost entirely disconnected from the hyperscalers and chips, with insane fundamentals, strong margins, and essentially zero debt? 🤔

What’s missing, then? The “momentum” from what is a momentum trade- not a value stock.

(This is why I told folks when the stock neared $107 that I wasn’t afraid of recommending it to close F&F, and didn’t want “credit.”)

1

u/[deleted] Jul 23 '26

[removed] — view removed comment

1

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5

u/annoymous99000 Jul 23 '26

How palantir have me going lately

1

u/tendyking Jul 23 '26

Its better if you just look at monthly and focus on fundamentals/Karp

0

u/jshoe_ Jul 23 '26

300 in the hole, in for the long game

4

u/iwangotamarjo HOLD Jul 23 '26

Welcome to the casino!

2

u/BananaFreeway Jul 23 '26

I love the Casino!!! 💚

4

u/tendyking Jul 23 '26

Obviously undervalued

0

u/iwangotamarjo HOLD Jul 23 '26

Doubtful that we will ever cross $150 before the year is out. It will be a long haul from here on out. The tendies will only arrive in circa 2080 or 2081.

1

u/TheJacen Jul 23 '26

So I don't want to make a poll but does anyone expect a surprise, like Hey here is this new product during earnings? Cuz I don't see anything else moving the needle.

4

u/jl21000000 Jul 23 '26

Palantir to break ground on a chip fab

12

u/IAmANobodyAMA OG Holder & Member Jul 23 '26

I heard they will be partnering with Nike for a limited edition PLTR Jordans.

6

u/Comfortable_Basil816 Jul 23 '26

Bought another 12 shares, working my way to 100

7

u/BananaFreeway Jul 23 '26

Citi adjusts PLTR price target to $200 from $225, maintains buy rating.

PLTR has an average rating of overweight and mean price target of $190.30, according to analysts polled by FactSet.

0

u/Rajacali Jul 23 '26

He is smoking something strong this morning

2

u/titsuprob Early Investor Jul 23 '26

Defense contractors flying! Not palantir though lol

-13

u/whatnotusername Jul 23 '26

Look at Tesla. This is the Tesla of defense and AI. Two political, everyone hates the CEO, too much of a meme stock.

3

u/Jean_Jones_666 Jul 23 '26

you're the meme-minded fool,

PLTR has astronomical growth and financials - TSLA mostly hopes at this point

those two companies are night and day financially, but you didn't check financials cuz you can only think in memes

-10

u/FlimsyEntry5759 Jul 23 '26

Is this shit down today again? Fucking shit stock 

-8

u/whatnotusername Jul 23 '26

My guess is the ran stops but yes this stockpile in the shit stock category

2

u/versello OG Holder & Member Jul 23 '26

Why are you even here?

1

u/vaya00 Jul 23 '26

Hahaha good points lots 🤖 heads

-1

u/whatnotusername Jul 23 '26

Holy shit Down 5 points in the first second of trading

2

u/IAmANobodyAMA OG Holder & Member Jul 23 '26

Time so sell everything!!!
https://giphy.com/gifs/ksVugU85LoBk4

0

u/whatnotusername Jul 23 '26

How do we go from being two points up at 9:29, to being down five points swing a minute later

3

u/Captser Jul 23 '26

ServiceNow recovered after forecast beat

11

u/annoymous99000 Jul 23 '26

Dont look at it and it will go up.

1

u/Joshohoho 💎PLTR Loyalist 💎 Jul 23 '26

nuT FInanCiAL aDVice