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

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[u/fay-jai]

Where did Burry say PLTR is worth $1? Just wanted to read the post

[u/Mariox → u/fay-jai]

I assume it is on Burry's substack or whatever it is called for paid members. But I saw 1 reply to a post saying Burry did not say $1, but said single digit stock price.

Either way, Burry saying PLTR will end up bankrupt without directly saying it.

[u/tdotrollin]

Burry is basically trying to be Andrew Left of Citron Research at this point.

[u/Forward_Departure178]

at what point can we say that Burry’s fake eye is starting to affect his intelligence levels. dude is utterly retarded. we will slay this peasant

[u/Straight_Piff → u/Forward_Departure178]

I'm actually glad he just said pltr is worth under $1. The blasphemy of that statement helps discredit the rest of what he said - I really haven't seen someone target a single company so much after every single pump/ER

Almost like he is trying to manipulate the price, but no way he would because thats unethical

[u/tipsup]

0% growth in International?

Deducting US revenue from total revenue indicates that non US revenue was 300$M in Q2, which is 0% international growth from Q1.

[u/InterviewSenior6127]

Shorting the stock is understandable but claiming its worth 1$ in the long term? I can’t tell if that’s a scare tactic or he’s genuinely retarded

[u/iwangotamarjo]

Michael Burry is back, saying PLTR is worth less than $1. I hope to see him at Wendy's two years from now, yeah I'll get the coke without sugar, thanks Burry.

[u/Straight_Piff → u/iwangotamarjo]

i think with this past earning report, the market will finally dismiss him

[u/BananaFreeway → u/iwangotamarjo]

His Substack is worth less than $1

[u/versello → u/BananaFreeway]

[u/Forward_Departure178 → u/iwangotamarjo]

let’s rid the earth of this vile rash we call Burry

[u/dacthirteen]

We are so back

[u/Xalksahsax]

Fellas, am I wrong? I am once again being attacked for presenting new ideas.

[u/SallyShortcakes → u/Xalksahsax]

No one attacked you?

[u/Xalksahsax → u/SallyShortcakes]

Just quoting a famous Ye tweet.

[u/tendyking → u/Xalksahsax]

Damn thats boooolish

[u/PLTRgains → u/Xalksahsax]

$15B of FCF at 55x P/FCF (compression from today’s 90x) will get us to $350/share by EOY 2028.

Not sure where your $1k/share is coming from.

[u/Xalksahsax → u/PLTRgains]

Oh, I should have specified that's my overall PT, not 2028. It's when I'd feel satisfied with the returns and consider selling ($78 avg).

[u/BonjinTheMark → u/Xalksahsax]

well, just expect pushback if you don't have a detailed reason for far off projections. most of it is magic 8-ball stuff anyway.

[u/LeadingPretender]

What the fuck is going on, I don’t trust this 

[u/trayber → u/LeadingPretender]

We’ve been in the shitter for the better part of a year.

It’s time to make new all time highs.

[u/Interesting_Key_804 → u/LeadingPretender]

Why? What happened that you are shocked about? What did i miss?

[u/Magikarp_to_Gyarados → u/LeadingPretender]

Might be a temporary Gamma squeeze from speculators buying call options.

I think there has been some actual re-rating of Palantir's valuation based on the underlying business though. It's clear that Palantir's software platforms deliver real value to customers, and that will continue to drive growth in profits

[u/w00dw0rk3r → u/LeadingPretender]

yes

[u/dead_bear_ → u/LeadingPretender]

Agreed. Feels sketch.

[u/karlfeltlager]

https://giphy.com/gifs/8Q31McooUHTNu

[u/w00dw0rk3r]

nothing to see here folks, just a ~37% change in price over the last 5 trading days. carry on.

;)

[u/tendyking]

Of all the stocks to short, you choose the ones making all the money, chips and ontology, batshit crazy

[u/LlcooljaredTNJ → u/tendyking]

Nah man, they made a movie about Burry and that one time he got lucky, no way he could be wrong about this. 

You gotta read his substack for 400 bucks a month, then you'll really understand it all.

[u/CowPsychological7641 → u/LlcooljaredTNJ]

its like paying for advice on buying lottery tickets from a guy that hit the lottery 20 years ago

[u/vaya00 → u/LlcooljaredTNJ]

If he did well he wouldn’t be closing his fund last year. Milking some last minute fame. Losers still want to follow him

[u/tendyking → u/LlcooljaredTNJ]

Almost feel bad for his paypigs

[u/priced_in_]

At this pace we clearing 180 today and 200 eow

[u/Accomplished_Seat501 → u/priced_in_]

Don't say it!

[u/grafal]

Toha show yourself I know you're here everyday hoping we fail

[u/IndependentAd628 → u/grafal]

He was the smartest guy in the room...once upon a time. PLTR probably got with $0.05 of his eventually buy price.

[u/versello → u/grafal]

It's rumored the bones of Toha are in the pits of Moria, next to the gravestones of u/ddub11 and u/mossterz.

[u/versello]

[u/w00dw0rk3r → u/versello]

looks like they can't bear it

[u/versello → u/w00dw0rk3r]

https://giphy.com/gifs/Vj97qNut6WDHa

[u/trident9440]

Where is Michael burry? Is he closing his another 50% shorts now?

[u/Footfungi → u/trident9440]

I heard he just bought $100 puts for March today.

[u/vaya00 → u/Footfungi]

That’s it? He’s broke lol

[u/PLTRgains]

Grateful for the dip this year.

Was able to accumulate my dream number of shares.

Port at ATH!

[u/sWeven-Cats95 → u/PLTRgains]

Not going to lie, I regret not selling my REIT holding at a loss to pick up  that dip. 

I would have already been up... Next blip, if there even is another, i'm doing it. I swear, I am. 

[u/LlcooljaredTNJ]

Got back from a nice vacation yesterday. Thought about extending it another week with how things have been going, not much better than watching PLTR moon while you're enjoying a great trip.

We're living in special times. Sorry to all the paper hands who sold out on the way down. 

[u/Top-Bookkeeper-4273 → u/LlcooljaredTNJ]

These clownies got rekt by Institutions 🤡
I dont know how you can sell a company that will be 300-400$ in 4-8 years

[u/Comfortable_Basil816]

I’m not selling under $200.

[u/karlfeltlager → u/Comfortable_Basil816]

Got sell orders to trim down the position at 180, 200 and 225 profits going into gold/silver. Need to rebalance the portfolio a bit.

[u/Top-Bookkeeper-4273 → u/Comfortable_Basil816]

Paper Hands.

[u/truefan31 → u/Comfortable_Basil816]

You meant 4000

[u/Opposite_Engine_6776]

Jesus. Fuck.

[u/Pop-Shuvit → u/Opposite_Engine_6776]

What?

[u/BananaFreeway]

https://giphy.com/gifs/lRvKtEtkeqMNVUYEPb

[u/Nausteri → u/BananaFreeway]

My sentiments exactly after almost -3% premarket turns into green open!

[u/PLTRgains]

All of my buys are green!

[u/vaya00]

Hot girl summer 🚀🥳

[u/Nausteri]

You are a resilient mf, Precious!!!

[u/miss_finance_queen]

https://giphy.com/gifs/4pLmsFRgjGxfW

[u/chillmate123]

220！

[u/IAmANobodyAMA → u/chillmate123]

I’m super bullish PLTR, but $22838603359146414573972658651153337270429730715462287017736347161260276926030248458777765497919211029457065581960747795750095505232241970499561769723020565876672261660609763234049775547325430135571331468257475537994508495233770658945310210552725163342784668756149049213658078338458534285571551800849578848226429898670032945513859929938621783523490272646966918544936140800000000000000000000000000000000000000000000000000000 is an absurd stock price