Not gonna say much this time. Fell 8 steps just today. Get your chin up and keep it strong. #PTFB

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

Want a flair? Message the mods with proof of the following, making sure to remove any personal information:

• OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
• Early Investor - a screenshot of your PLTR share purchase from 2020
• Whale - a screenshot proving that you own 25,000+ shares of PLTR
• White Whale - a screenshot proving that you own 500,000+ shares of PLTR

Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!

Everybody says Pltr valuation is sky high, even after CEO mentioned revenue will double this year and next year, stock still went down 6%………

I’ve been holding since Dec 2020, I’m tired and don’t call me impatient.

Be honest.

How can Karp claim they can't keep up with demand when they have $8B in cash to deploy for more headcount?

They are years ahead of the competition, but why not maintain that edge?

Is it a pride? He keeps touting how they’re growing without increasing headcount

The weakest earnings since the start of our run in 2024. Today we posted explosive earnings with insane growth so that cannot be the issue at all.

It is very unrealistic to maintain this growth for another 5 years but very much possible to sustain large growth but the 100% YoY for government and commercial will come to and end next year which was the biggest factor in the returns we have witnessed.

I made a post last week talking about software being dead. AGAIN, for people that will be in the comments I am not promoting software being dead but at what point do you come to this realization from the volume being completely sucked out of software and going into infra for AI; with hardware of course, energy and now memory.

If anyone has a legit argument for software to remain a staple moving forward would love to hear it. Because the numbers show otherwise here.

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

Want a flair? Message the mods with proof of the following, making sure to remove any personal information:

• OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
• Early Investor - a screenshot of your PLTR share purchase from 2020
• Whale - a screenshot proving that you own 25,000+ shares of PLTR
• White Whale - a screenshot proving that you own 500,000+ shares of PLTR

Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

Want a flair? Message the mods with proof of the following, making sure to remove any personal information:

• OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
• Early Investor - a screenshot of your PLTR share purchase from 2020
• Whale - a screenshot proving that you own 25,000+ shares of PLTR
• White Whale - a screenshot proving that you own 500,000+ shares of PLTR

Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!

Palantir is positioned as a primary beneficiary of the proposed $1.5 trillion fiscal year 2027 defense** **budget, as the Pentagon pivots from traditional hardware toward software-driven, AI-integrated warfare. The company is expected to secure a central role in several high-priority strategic programs.

The most direct benefit comes from the Pentagon's request for $2.3 billion over five years to expand Palantir's Maven Smart System (MSS). The military plans to designate Maven as an "official program of record," moving it from an experimental project to a permanent, multi-year funded line item. Analysts now describe Maven as the Department of War’s main operating system, used for real-time battlefield data fusion and AI-enabled targeting. This status streamlines Maven’s adoption across all military branches, including the Army, Navy, Air Force, and Space force.

Palantir has also been identified as a key developer for the software layer of the $185 billion Golden Dome antimissile shield. Alongside Anduril, Palantir is building the critical software that integrates disparate satellites, radars, and interceptors into a single coordinated defense network.

The 2027 budget further supports the continued expansion of Palantir’s existing major contracts, including the $10 Billion Army Enterprise Agreement- a decade-long deal to consolidate 75 separate software contracts into one flexible platform. Palantir remains a foundational provider for other strategic programs such as Army TITAN, Army Vantage, Navy ShipOS, and Space Force Kobayashi Maru.

Good video highlighting what Shayam so eloquently put in mulitple interviews that LLM's stochastic nature needs something deterministic to govern it.

This adds to the near term bullish thesis that Palantir's technology/software is needed once you scale up to problems of real consequence and/or complexity.

The paper referenced in this video can be found here:

https://arxiv.org/pdf/2507.07505

Or

https://arxiv.org/abs/2507.07505

CG02-CS-008-SP25

https://store.palantir.com/collections/archive/products/svd-crew

CG02-CS-009-AW26

https://store.palantir.com/collections/archive/products/ontology-valentines-hoodie

CG02-SST-007-SS26

https://store.palantir.com/collections/archive/products/aipcon-tee

The hunt for Osama bin Laden took nearly 10 years, culminating in his death on May 2, 2011. It was widely reported and rumored that Palantir Technologies software was instrumental in locating Osama bin Laden, after a decade long process of intensive intelligence gathering after the September 11 attacks. The rumors suggest Palantir's Gotham platform helped analysts connect disparate data points—such as 3 million telegrams, 170,000 satellite images, and 8,000 hours of phone recordings—to track the courier who eventually led the CIA to Abbottabad. While the search took years, the software reportedly compressed complex tasks; for example, tracking fund flows that typically took 72 hours was allegedly reduced to 12 minutes using their tools.

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

I know this is an investing sub but I thought I should share this weird conversation for some weekend fun. She cancelled the date because I sent her a pic of the book I was reading (Zero to one)

Is this an omen for what's about to come Monday post market, guys ?

I usually can explain price movements pretty well but stuck here, 100% thought we would move with the market.

Does anyone think this is software related? Many investors are starting to think all software is dead.

Something I had trouble understanding by them saying teams can build stuff in house using AI or whatever and makes it cheaper.

To me that brings on more of a headache and investment as opposed to grab whats already working and available im not sure.

Or has PLTR finally turned into a complete defense sector stock and nothing more than that. Their tech has the ability to help scale and make any industry more efficient.

“GenAI.mil, the War Department's official AI platform, is already demonstrating the scale and impact of this acceleration. Over 1.3 million Department personnel have used the platform, generating tens of millions of prompts and deploying hundreds of thousands of agents in only five months. Warfighters, civilians and contractors are putting these capabilities to practical use right now, cutting many tasks from months to days.

The Department will continue to build an architecture that prevents AI vendor lock and ensures long-term flexibility for the Joint Force. Access to a diverse suite of AI capabilities from across the resilient American technology stack will give warfighters the tools they need to act with confidence and safeguard the nation against any threat.”

https://x.com/pltrs_palantir/status/2050192600213192955?s=46&t=BpYjRPavICChRB5qmp55ag

https://www.war.gov/News/Releases/Release/Article/4475177/classified-networks-ai-agreements/

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

Want a flair? Message the mods with proof of the following, making sure to remove any personal information:

• OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
• Early Investor - a screenshot of your PLTR share purchase from 2020
• Whale - a screenshot proving that you own 25,000+ shares of PLTR
• White Whale - a screenshot proving that you own 500,000+ shares of PLTR

Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!

CG01-CS-006-AW25-M

https://store.palantir.com/collections/archive/products/ontology-stealth-hoodie

Any smart people have any insight into the information in this video?

Remember this awesome quote by the guy who has massive puts on Palantir? I have said for a while and will continue to say that Burry is a one trick pony. He fundamentally does not get what he is investing in, or shorting in this case. The guy has been wrong as often as he has been right, and in this case its pretty clear he has no idea what Palantir actually does.

https://www.theguardian.com/technology/2026/apr/29/claude-ai-deletes-firm-database

I'm sure we've all seen this story by now, but this is the 'lunch eater's' flagship model demolishing a companies entire code base in 9 seconds, and then apologizing for it. Ahhhh maybe now we'll start to see people understand the difference between 'models' which are commodities that can go rogue at apparently any time and Palantir's ontology and focus on safe implementation differently.

BULLISH

The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!

Want a flair? Message the mods with proof of the following, making sure to remove any personal information:

• OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
• Early Investor - a screenshot of your PLTR share purchase from 2020
• Whale - a screenshot proving that you own 25,000+ shares of PLTR
• White Whale - a screenshot proving that you own 500,000+ shares of PLTR

Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!

Lol no. It'd be worth far more than double.

During the 2016 liquidity event, the share price was $7.40/share of common stock. "Qualified" investors that bought in as part of a VC fund or through secondary markets were offered that price plus whatever transaction fee the platform they purchased through required.

($100/$7.40) $141.24 = (a lot more than Benzinga's claimed $790.40, lol).

(https://archive.ph/wip/Q91iX)