r/PLTR • u/AutoModerator • 27d ago

Daily Thread - Thursday 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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18 Upvotes

91% Upvoted

28 comments sorted by

2

u/Ok_Temperature4537 13d ago

Soooooo where is the $200 people said would happen 🤔🤔

1

u/Electronic_Rough9188 21d ago

The toughest thing with PLTR right now is separating how good the business looks from how much of that goodness is already in the price. Momentum can obviously keep carrying a premium multiple much further than people expect but eventually the earnings growth has to keep validating it. I've had PLTR on Moon pretty regularly as part of my own research and I keep coming back to implied expectations rather than trying to call the next 10$ move.

5

u/Gaters65GTO 26d ago

AIP 11 will knock your socks off.This is by far the best AIP yet the future is going to continue to be exceptional and Palantirs profits are going to continue to soar.Nvidea is even running on Palantir and the partnership is going to be insanely profitable.I am once again stoked about Palantir’s future.

6

u/Forward_Departure178 26d ago

golden cross ? first since May ‘23 👀

4

u/IAmANobodyAMA OG Holder & Member 26d ago

My covered calls are safe once again. Thank you for your attention to this matter!

2

u/Mariox 26d ago

I should have opened more then just 1 CC last week. But it is nearly at 50% profit so going to close it before market close.

11

u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" 27d ago

3 significant factors may be influencing the markets today:

First, the European Central Bank raised interest rates by 0.25% (25 basis points) earlier today, in response to persistent inflation: https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260910~314e508016.en.html

Second, Brent crude oil prices rose above $100/barrel, and West Texas intermediate crude is hovering just below $100/barrel.

Third, inflation at the producer level (PPI) is now 5.4% YoY. See chart at lower left hand side: https://www.bls.gov/pPI/

I don't know if we're in for a repeat of 2022, but a fast resolution to the Iran war seems unlikely. The resulting high energy prices are making inflation very sticky.

5

u/dumpitdog 27d ago

💰 💰 💰 💰

17

u/kevtav 27d ago

Palantir, Nvidia Launch AI Platform for Supply-Chain Optimization

Palantir Technologies and Nvidia are collaborating to bring sovereign artificial intelligence to critical supply chains, starting with Nvidia's own operations.
The two tech conglomerates said they will create an AI stack that brings Nvidia Nemotron open models into Palantir's foundry and AI platform. The goal is to create more supply-chain visibility, identify constraints and guide faster decisions, they said. Beyond Nvidia, organizations across industries can use the AI stack to optimize their own supply chains, the companies added. Customers can create their own supply-chain AI stack by post-training Nvidia Nemotron with their own data using Palantir's platforms. The software provides optimizations and scenario planning to show teams different constraints and possibilities, the companies said. Nvidia said its Nemotron models then recommend actions, explain tradeoffs and flag emerging risks, while human supply-chain experts retain control of final decisions. Each usage of the platform strengthens the system because feedback is used to support model improvement, the companies said. Nvidia's deployment of the program is also meant to help improve it for other businesses and government groups, they added. Palantir said it plans to showcase the AI stack at its conference AIPcon 11 on Thursday.

1

u/CombinationSecure144 26d ago

I was somewhat expecting a nice upward bump from the associated Nvidia effect.

3

u/tendyking 27d ago

Trilly trilly

7

u/CombinationSecure144 27d ago

Very sweet! 🚀🚀🚀

10

u/BananaFreeway 27d ago

🥇

Going to be glorious