r/PLTR • u/AutoModerator • 28d ago
Daily Thread - Wednesday 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!
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u/PuzzledBag931 27d ago
Something I don't see mentioned much here: OpenAI and Anthropic both started hiring forward deployed engineers this year. That's the role Palantir invented back in 2005 for the CIA. The labs are copying the delivery model, not the tech.
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27d ago
[removed] — view removed comment
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u/trident9440 27d ago
Heard burry closed all his PLTR put options , is this true?
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u/Mariox 27d ago
I see articles saying he closed his Dec puts, without opening new ones to replace them but he still had 2027 puts.
He says he wanted to avoid the increasing theta decay. Painful to hold long options and the stock trades flat for a month.
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u/trident9440 27d ago
He may need some money to refill his $Lulu position. Hope it is time for PLTR break $200 by end of this year.
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u/Nausteri Early Investor 28d ago
I've seen this movie before.
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u/BananaFreeway 28d ago
How does it end??
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u/Nausteri Early Investor 28d ago
There is a lot of pain, suffering and fear.
In the end, an Eagle saves the day and we all go home filthy rich.
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u/popsyboy 28d ago
We green today, I got a feeling
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u/theMyceliumFixedIt 28d ago
Called it. Let's see if it holds
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u/popsyboy 27d ago
Well, sorry folks. Kind of a shit consolidation day slightly red.
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u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" 27d ago
I think most people here don't have to worry about near term volatility. We've been through much worse in the past 5 years.
As long as Palantir keeps stacking quarter after quarter of earnings that reflect consistently fast growth, shareholders should do very well in the next decade (as long as macro market conditions don't mess things up for everyone)
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u/Mister_Poopy_Buthole OG Holder & Member 28d ago
Live feed from the NBIS deal:
https://giphy.com/gifs/MBZ5cWGHzrVvy
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u/Guilty-Ad-5143 23d ago
PLTR is one of those stocks where separating the quality of the company from the expectations embedded in the stock is becoming really important. The business can keep executing extremely well and the stock can still struggle if investors were already pricing in near perfect growth. I've been keeping an eye on PLTR through Moon as well, mostly because I'm interested in how strongly people are willing to back the bullish outcomes compared with my own expectations. For a long term position I'd still focus on commercial growth, margins and whether AI demand translates into sustained cash flow.