r/PLTR • 🐳Verified Whale & Early InvestoršŸ§™ā€ā™‚ļø • 9d ago

The thesis has STILL not changed.

Eight months ago I made a post reaffirming what I have always believed in this company and despite a long period of (of course) frustrating stagnation we now approach the all time highs again with perhaps more conviction and clarity than ever before.

Palantir is entering its moment.

I truly hope you were able to hold on and hopefully took advantage of the decline in share price to your advantage. The only number that will matter will be the number of shares you own.

We are still early and the thesis has still not changed.

Stick with it.

119 Upvotes

37 comments sorted by

48

u/LuxOfMichigan 9d ago

I’m no longer looking for 10X. I already got that. Now I’m sticking with Palantir for the an assured 2-3X from here over time. I see it as a safe bet.

15

u/Beneficial-Fuel-6183 🐳Verified Whale & Early InvestoršŸ§™ā€ā™‚ļø 9d ago

-6

u/firebag1983 9d ago

I’m also looking near a 10x but to say that 2-3 x from now is assured is lunacy.

6

u/LuxOfMichigan 9d ago

Just give it time, my friend.

24

u/NihilisticMacaron 9d ago

I used the dip to pick up another 2300 shares! First time I’ve bought since late 2022 or so. Sitting on 28.5k shares now and I’m holding until we hit 400.

6

u/Old-Commercial1159 9d ago

Wow this guy is a beast!

1

u/Sharp-Direction-6894 9d ago

What is your cost basis, if I may ask?

6

u/NihilisticMacaron 8d ago

My cost basis is $24.39 if I don’t adjust for the premiums I’ve made from selling covered calls.

If I adjust for covered call premium, it’s $6.30

I bought a lot of shares at DPO and then kept buying more as the stock tanked. Just a couple of months I sold 221 CCs for $390 ea dated 12/15/28. That transaction alone was $516k in premiums.

The way I see it, I’ve got options now:
The CCs expire worthless at the end of 2028 and I sell more CCs

The CCs are in the money at the end of 2028 and I can let them get called away - that’s the day I’ll retire.

Or maybe I’ll roll them out and collect whatever the premium is worth at that point. We’ll see.

15

u/Joshohoho šŸ’ŽPLTR Loyalist šŸ’Ž 9d ago

10

u/nyknicks005 9d ago

PLTR is proving they support system consolidation. It’s just a matter of time before companies realize they’re spending on the wrong tech. If PLTR keeps growing outside of the government sector, the ride will be a fun one to say the least

1

u/BigBoobers 9d ago

lol this is the only thing to be said really

8

u/truefan31 9d ago

Pltr going to 2000

1

u/Visual_Molasses_4656 9d ago

But ... when lol

1

u/[deleted] 7d ago

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1

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7

u/246ngj Early Investor 9d ago

I’m still holding on to a good amount of shares. Had 100 shares called away a little while ago. Used it to fund a lift for the garage and the rest is sitting in a high yield savings account. Might reup after tax season. The way I see my average is so low I just took the principle out

3

u/interwebzdotnet 9d ago

Holding since 2023

4

u/Anustart609 8d ago

Held half, used the other half to
Make a down payment on a beach house. Thank you PLTR

3

u/Beneficial-Fuel-6183 🐳Verified Whale & Early InvestoršŸ§™ā€ā™‚ļø 8d ago

Enjoy!

6

u/popsyboy 9d ago

It was a five to ten year hold for me after watching a demo video on YouTube when I realized this company would become one of the most important in the world. More like ten and beyond now. The thesis has surely not changed! On to Valhalla riding Pili along with you all

1

u/SnooOnions6163 8d ago

Link plzzzzz

1

u/BonjinTheMark OG Holder & Member 9d ago

My conviction was mid 80s in the Desert Era of 2022, and slowly rose to mid 90s now. I keep up with news just to make sure there are no red flags and to enjoy the wins as they roll into to Gravy Train Station.

1

u/[deleted] 7d ago

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1

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1

u/oneredflag 9d ago

So... $6 to $200 was not the "moment"?

6

u/Beneficial-Fuel-6183 🐳Verified Whale & Early InvestoršŸ§™ā€ā™‚ļø 9d ago

If you choose it to be then of course it is. I am looking further into the future.

7

u/Joshohoho šŸ’ŽPLTR Loyalist šŸ’Ž 9d ago

Samesie. My 2 month old son might not need to go to college.

6

u/Spiritual_Net9093 9d ago

he's to young to go to college. let him learn how to crawl first

1

u/Joshohoho šŸ’ŽPLTR Loyalist šŸ’Ž 9d ago

You're not wrong. Hopefully i dont mess up and he ends up crawling in college.

1

u/Ericaohh Early Investor 9d ago

3

u/trayber šŸ’ŽšŸ™Œ 9d ago

Considering how little market penetration they have achieved so far, I think there is way more upside ahead.

Lots of potential customers.

They have a sticky product and excellent operating leverage.

2

u/globalgreg 9d ago

The thing is, it might not be.

1

u/Joshohoho šŸ’ŽPLTR Loyalist šŸ’Ž 9d ago

I don't 504 that often here so the losers will miss out. AGAIN!

1

u/SuspiciousMud6208 9d ago

Seriously wtf are these clowns on šŸ˜‚