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5/4/2025 10:57:41 PM EDT
[Last Edit: The_Master_Shake][Edited] [#1]
Quote History
Originally Posted By Procat:


@ $700 Palantir would have a market cap right up there with Apple, Microsoft & Nvdia.
View Quote


lol yea. . . . guess I don't get to retire

Maybe $700 billion market cap is more reasonable
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/5/2025 6:39:39 AM EDT
[Last Edit: Solo_][Edited] [#2]
Quote History
Originally Posted By The_Master_Shake:


lol yea. . . . guess I don't get to retire

Maybe $700 billion market cap is more reasonable
View Quote
They have told about the 1 trillion market cap- that I now consider feasible (few years from
now)

Still a sizable price per share at several hundred dollars (say 250-450)
5/5/2025 9:34:43 AM EDT
[#3]
Quote History
Originally Posted By Procat:


If all the money was on one side of the trade I’d more inclined to suspect the fix was in.  The $100 put for this Friday is tempting having closed at $1.40ish yesterday, might put in a limit order to grab one Monday.
View Quote


Attached File
5/5/2025 1:25:49 PM EDT
[#4]
PALANTIR Q1 2025 EARNINGS LIVE
5/5/2025 4:08:58 PM EDT
[#5]
Kinda bouncing around a bit after hours.
5/5/2025 4:12:51 PM EDT
[#6]
They beat all the #'s
"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/5/2025 4:16:32 PM EDT
[#7]
Quote History
Originally Posted By rtlm:
They beat all the #'s
View Quote
 probably not overwhelming enough.
Still flat-ish to mildly negative
5/5/2025 4:22:19 PM EDT
[#8]
Quote History
Originally Posted By Solo_:
 probably not overwhelming enough.
Still flat-ish to mildly negative
View Quote



Attached File
5/5/2025 4:27:18 PM EDT
[Last Edit: Solo_][Edited] [#9]
Quote History
Worse- on par than expected down we go
5/5/2025 5:38:15 PM EDT
[#10]
Quote History
Originally Posted By Solo_:
Worse- on par than expected down we go
View Quote


Down 8% after hours to about $113
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/5/2025 5:52:24 PM EDT
[#11]
Quote History
Originally Posted By The_Master_Shake:


Down 8% after hours to about $113
View Quote
Only the beginning in after-hours; tomorrow's session could go down more.

Nature of the beast
5/5/2025 5:59:17 PM EDT
[#12]
Quote History
Originally Posted By Solo_:
Only the beginning in after-hours; tomorrow's session could go down more.

Nature of the beast
View Quote

And we could be in the $130s next month boyz.
5/5/2025 9:50:50 PM EDT
[#13]
Alex Karp’s letter to shareholders
Good Read

Still digesting earnings but so far I’m tempted to buy more if we get a decent pull back. I didn’t add significantly on the way up because I didn’t want to blow up my cost basis. That was a mistake.  As Dan Ives of Wedbush said “it’s 9pm at the AI party that goes until 4am”
5/6/2025 6:16:28 AM EDT
[#14]
Quote History
Originally Posted By Procat:
Alex Karp’s letter to shareholders
Good Read

Still digesting earnings but so far I’m tempted to buy more if we get a decent pull back. I didn’t add significantly on the way up because I didn’t want to blow up my cost basis. That was a mistake.  As Dan Ives of Wedbush said “it’s 9pm at the AI party that goes until 4am”
View Quote

Definitely worth a read.
Thanks
"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/6/2025 9:43:13 AM EDT
[Last Edit: BM1455][Edited] [#15]
I'm still up 37.4% in one account and 28.7% in the other even after todays pullback. I think I'll just sit tight.
5/6/2025 10:42:50 AM EDT
[#16]
I remember thinking I missed out at $48

Bought $106 this morning
"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/6/2025 11:48:09 AM EDT
[Last Edit: Solo_][Edited] [#17]
Quote History
Originally Posted By rtlm:
I remember thinking I missed out at $48

Bought $106 this morning
View Quote
Bold.

PS Amit - a well known X financial "influencer" (focused on $PLTR for past two years) is talking on Bloomberg about Palantir for the first time


5/6/2025 11:54:32 AM EDT
[#18]
Try to catch his market open & close everyday. Awesome content. Amit could have his own show on CNBC some day if he could avoid comments like “If Apple wants $1600 for a phone Siri better jerk me off”. Hilarious but stuff like that could come back to haunt him.
5/6/2025 11:57:53 AM EDT
[#19]
Quote History
Originally Posted By Procat:
Try to catch his market open & close everyday. Awesome content. Amit could have his own show on CNBC some day if he could avoid comments like "If Apple wants $1600 for a phone Siri better jerk me off". Hilarious but stuff like that could come back to haunt him.
View Quote
I agree 100% I told him so in person; I'm good friends (personal) with Arny, who's another influencer (northern Italy) close to Amit.

They were together months ago and I spoke to them both in person.

Great, young folks
5/6/2025 12:43:28 PM EDT
[#20]
5/6/2025 12:55:36 PM EDT
[#21]
Absolutely nailed it
5/6/2025 1:13:14 PM EDT
[#22]
Quote History
Originally Posted By Solo_:
View Quote

Thanks
Great video.
"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/6/2025 2:38:50 PM EDT
[#23]
Glad to see it pull back some since my covered calls are at 95.
5/6/2025 3:25:48 PM EDT
[#24]
Quote History
Originally Posted By rtlm:

Thanks
Great video.
View Quote
He killed it.
5/6/2025 4:27:58 PM EDT
[#25]
Quote History
Originally Posted By Solo_:
View Quote


Idk why but it's weird to see Amit on Bloomberg

Been watching Finance Junkies for years now. Huge congrats to him for making it!
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 11:27:40 AM EDT
[Last Edit: The_Master_Shake][Edited] [#26]
Back into the 1,000% + total gain

Dropkick Murphy's - The Boys are Back
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 11:52:26 AM EDT
[#27]
WoooHOOOOO
5/8/2025 12:01:53 PM EDT
[#28]
Quote History
Originally Posted By The_Master_Shake:
Back into the 1,000% + total gain

https://www.youtube.com/watch?v=JwfXMRc2KVQ
View Quote


Only +550% for me. I feel like such a loser.
5/8/2025 12:30:38 PM EDT
[#29]
Quote History
Originally Posted By Procat:


Only +550% for me. I feel like such a loser.
View Quote
bahahahahah
5/8/2025 1:22:20 PM EDT
[#30]
Quote History
Originally Posted By Solo_:
bahahahahah
View Quote


On a lighter note I did hit the point with some of my shares where I drove the cost basis <$0 selling covered calls on them. Nice just playing with other people’s money.
Attached File
5/8/2025 1:51:18 PM EDT
[#31]
Quote History
Originally Posted By Procat:


On a lighter note I did hit the point with some of my shares where I drove the cost basis <$0 selling covered calls on them. Nice just playing with other people's money.
https://www.ar15.com/media/mediaFiles/489576/IMG_4499_jpeg-3536021.JPG
View Quote
You did great.
And helped this community become aware of Palantir.


5/8/2025 2:04:19 PM EDT
[Last Edit: SkiandShoot][Edited] [#32]
Some legit money made in this thread. Thank you Procat.


When are those ARS/SARS or whatever they heck folks were worried about hitting the books again??
5/8/2025 2:18:15 PM EDT
[#33]
Quote History
Originally Posted By SkiandShoot:
When are those ARS/SARS or whatever they heck folks were worried about hitting the books again??
View Quote


As far as the SARS I thought they pretty much powered through the expense with revenue but I’d need to pull up the 10-Qs and compare and see what’s still on the books. Honestly was hoping one of the usual suspect content creators would dive into it so I didn’t have to.
5/8/2025 2:28:50 PM EDT
[#34]
Originally Posted By Solo_:
You did great.
And helped this community become aware of Palantir.


View Quote

Originally Posted By SkiandShoot:
Some legit money made in this thread. Thank you Procat.
View Quote


Thanks for the kind words. I genuinely enjoy active investing and it’s awesome to have a group of like minded people to bounce ideas off.
5/12/2025 11:58:32 AM EDT
[#35]
Not seeing anything official but apparently Mariana Perez from Bank of America raised her Palantir price target to $150.
5/12/2025 1:28:29 PM EDT
[#36]
Quote History
Originally Posted By Procat:
Not seeing anything official but apparently Mariana Perez from Bank of America raised her Palantir price target to $150.
View Quote

5/13/2025 8:47:35 AM EDT
[#37]
Karp in Saudi Arabia with Trump???
Attached File
5/13/2025 9:09:29 AM EDT
[#38]
Quote History
Originally Posted By Procat:
Karp in Saudi Arabia with Trump???
https://www.ar15.com/media/mediaFiles/489576/IMG_4563_jpeg-3539563.JPG
View Quote

"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/13/2025 9:25:43 AM EDT
[Last Edit: Solo_][Edited] [#39]
Quote History
Originally Posted By Procat:
Karp in Saudi Arabia with Trump???
https://www.ar15.com/media/mediaFiles/489576/IMG_4563_jpeg-3539563.JPG
View Quote
What. The. Hell.

Inshallah?
5/13/2025 9:47:15 AM EDT
[#40]
Quote History
Originally Posted By Solo_:
What. The. Hell.

Inshallah?
View Quote


I think it's great. He's tapping into another source of potential revenue. Playing the long game.

Meanwhile Elon is either enroute or already there as well.

5/13/2025 10:26:33 AM EDT
[Last Edit: Solo_][Edited] [#41]
Quote History
Originally Posted By SkiandShoot:


I think it's great. He's tapping into another source of potential revenue. Playing the long game.

Meanwhile Elon is either enroute or already there as well.

View Quote
100%

Saudis have acquired our tech for decades. It's evident they're (still) considered allies.

I am thinking, at this point, that President Trump travelled with a close number of US entrapreneurs for business talks (defense/AI tech)

I don't think Karp is there alone.
5/13/2025 10:33:20 AM EDT
[Last Edit: Procat][Edited] [#42]
Quote History
Originally Posted By Solo_:
100%

I don't think Karp is there alone.
View Quote

He isn’t. There’s a literal dream team of tech CEOs there. Bet big deals are getting inked. How they kept this secret ahead of time is impressive.

Edit to add:
Elon Musk
Blackstone Group CEO Stephen Schwarzman
BlackRock CEO Larry Fink
OpenAI CEO Sam Altman
NVDA CEO Jensen Huang
FIFA President Gianni Infantino
Halliburton CEO and Chairman Jeff Miller
Alphabet and Google President & Chief Investment Officer Ruth Porat
Amazon President and CEO Andy Jassy.
5/13/2025 10:44:54 AM EDT
[#43]
Quote History
Originally Posted By Procat:

He isn't. There's a literal dream team of tech CEOs there. Bet big deals are getting inked. How they kept this secret ahead of time is impressive.

Edit to add:
Elon Musk
Blackstone Group CEO Stephen Schwarzman
BlackRock CEO Larry Fink
OpenAI CEO Sam Altman
NVDA CEO Jensen Huang
FIFA President Gianni Infantino
Halliburton CEO and Chairman Jeff Miller
Alphabet and Google President & Chief Investment Officer Ruth Porat
Amazon President and CEO Andy Jassy.
View Quote
5/13/2025 11:22:17 AM EDT
[#44]
New all time high.
5/13/2025 11:26:16 AM EDT
[#45]
Quote History
Originally Posted By Scrote:
New all time high.
View Quote


Technically it’s been higher but I believe it was in the premarket so I guess it doesn’t count.
5/13/2025 11:37:59 AM EDT
[Last Edit: Procat][Edited] [#46]
This has been an awesome morning to be glued to a finance live stream.
CONSUMER PRICE INDEX LIVE, ROBINHOOD IS COMING TO CANADA, NVIDIA BACK TO $3T | MARKET OPEN


Edit:
$300B market cap achieved and still pumping
Attached File
5/13/2025 1:08:45 PM EDT
[#47]
Video of the 'moment'


5/13/2025 1:17:31 PM EDT
[#48]
Quote History
Originally Posted By heavily_armed:

And we could be in the $130s next month boyz.
https://i.postimg.cc/tTTQqJsK/Screenshot-from-2025-05-05-17-57-52.png
View Quote





5/13/2025 1:27:03 PM EDT
[#49]
Between PLTR and LUNR I'm back above my ATH's from mid February

I'm very pleased with myself and the move I made in early April
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/13/2025 1:27:10 PM EDT
[#50]
Trying to wrap my head around this
-Karp isn’t a Trump fan so if he’s there it’s to make a deal.
-A deal involving the CEO meeting a Prince indicates it’s big

Conversely:
-Saudi Arabia, despite being an ally, isn’t exactly known for western values as Karp always talks about upholding.
-Palantir’s support of Israel is likely poorly regarded among Muslim nations.

Very curious to see what comes of this.

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