For those that follow Palantir (Page 16 of 22)
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Originally Posted By Solo_: Sitting at -4.40% right now, whatever the daily reasons https://www.ar15.com/media/mediaFiles/326068/Screenshot_2025-09-05_at_10_24_57_png-3619335.JPG Just added a little bit to two accounts at $148.50. |
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listening to a podcast in the car today I heard Palantir got a $1B contract with the UK military. Will edit with a link when I find an article with the details. ETA Article |
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Originally Posted By Procat: listening to a podcast in the car today I heard Palantir got a $1B contract with the UK military. Will edit with a link when I find an article with the details. ETA Article I saw that as well. There was also some added context that PLTR would invest $1B into the UK market?
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Originally Posted By Procat: I’m curious what that even means. If it’s just an expansion of their UK office(s) that could be a good thing for international growth. That's exactly how I pictured it. Maybe a really really nice satellite office
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Back up we go (likely consequence of that UK Army's won contract by Palantir yesterday - reportedly 1M$ but I also read of it as high as 1.5M UK pounds) Attached File |
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Originally Posted By Procat: Wonder if Citron closed their short. If not they're getting burned today. Attached File |
Good interview with Dan Ives of Wedbush who was at one time one of the only bullish analysts covering Palantir. ![]() Dan Ives on Palantir, Tesla, Nvidia, Apple, ORBS + His Favorites! |
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Originally Posted By Procat: Good interview with Dan Ives of Wedbush who was at one time one of the only bullish analysts covering Palantir.
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Originally Posted By Procat: Bank of America raises price target to $215 Attached File |
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PLTR, RKLB, and SOFI all hitting new ATH's in the last couple weeks I'm now focusing on building out my BMNR position. It's a huge gamble but I feel like many of the same people who got me into the aforementioned seemed to have a very high conviction on BMNR |
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Originally Posted By @The_Master_Shake: I'm now focusing on building out my BMNR position. It's a huge gamble but I feel like many of the same people who got me into the aforementioned seemed to have a very high conviction on BMNR Just curious your background etc? Also, are you a trader, investor or a gambler? Quick 60 second look at the company: Description Bitmine Immersion Technologies, Inc. operates as a blockchain technology company primarily in the United States. The company engages in hosting third-party equipment used in mining of digital asset coins and tokens, primarily Bitcoin, as well as the self-mining for its own account. It also sells mining equipment to customers and related parties. In addition, the company offers data centers, which provides power, racks, proprietary thermodynamic management, redundant connectivity, and security services, as well as software, which provides infrastructure management and custom firmware. The company was formerly known as Sandy Springs Holdings Inc. Bitmine Immersion Technologies, Inc. was incorporated in 2019 and is based in Las Vegas, Nevada. Quick look at their financials, sure they are historical and not showing Q3 but a "-" is a LOSS. DAT EBIDTA DOE!! wowzas. I don't make financial recommendations but double oooof. Attached File |
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Originally Posted By SkiandShoot: Just curious your background etc? Also, are you a trader, investor or a gambler? Quick 60 second look at the company: Description Bitmine Immersion Technologies, Inc. operates as a blockchain technology company primarily in the United States. The company engages in hosting third-party equipment used in mining of digital asset coins and tokens, primarily Bitcoin, as well as the self-mining for its own account. It also sells mining equipment to customers and related parties. In addition, the company offers data centers, which provides power, racks, proprietary thermodynamic management, redundant connectivity, and security services, as well as software, which provides infrastructure management and custom firmware. The company was formerly known as Sandy Springs Holdings Inc. Bitmine Immersion Technologies, Inc. was incorporated in 2019 and is based in Las Vegas, Nevada. Quick look at their financials, sure they are historical and not showing Q3 but a "-" is a LOSS. DAT EBIDTA DOE!! wowzas. I don't make financial recommendations but double oooof. https://www.ar15.com/media/mediaFiles/32390/EBitda_JPG-3629238.JPG Think of BMNR as a MSTR play but instead of BTC they are purchasing ETH and instead of Saylor they have Tom Lee as the Chairman IDK if looking at the previous 22 and 23 financials are a great metric to gauge future success for the Crypto treasuries as most seem to have been companies that have been repurposed in the last year or so. All that being said, I'm wrong all the time and I don't recommend anyone follow my investment strategy. This is going to be a super volatile ride. Edit: I'm a buy and hold sort of guy. I haven't messed with options and 90% of what I sell qualifies for long term cap gains |
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Originally Posted By The_Master_Shake: Think of BMNR as a MSTR play but instead of BTC they are purchasing ETH and instead of Saylor they have Tom Lee as the Chairman IDK if looking at the previous 22 and 23 financials are a great metric to gauge future success for the Crypto treasuries as most seem to have been companies that have been repurposed in the last year or so. All that being said, I'm wrong all the time and I don't recommend anyone follow my investment strategy. This is going to be a super volatile ride. I'm in! ![]() Tom Lee Says It's Still Early | TCAF 205 |
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I'm really trying to stop myself from getting in too deep. I have a pretty poor record when it comes to Crypto (both in actual Crypto and playing the miners) but the guys I follow seem to have some conviction on this |
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Originally Posted By The_Master_Shake: I'm really trying to stop myself from getting in too deep. I have a pretty poor record when it comes to Crypto (both in actual Crypto and playing the miners) but the guys I follow seem to have some conviction on this Agree. I would not have done anything crypto-related before but now we have Trump - crypto-friendly Genius act big bank support generational shift - young people despise physical currency. They will control more and more as we get older. |
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Originally Posted By heavily_armed: Agree. I would not have done anything crypto-related before but now we have Trump - crypto-friendly Genius act big bank support generational shift - young people despise physical currency. They will control more and more as we get older. 100% this, the macro feels about right I'm seeing some of the Fintech guys I follow (especially those who were really hesitant prior) jumping on this for exactly many of those reasons. Either way I won't go crazy on the Christmas card. I'm looking to have about 5% of my portfolio in BMNR then see what happens in the next 3-5 years I'm saving the rest of my dry powder for if it dips back into the 40's |
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Originally Posted By Procat: I’ve been selling $40 puts on BMNR for various expiration dates for wild premiums. That's a bullish signal right?
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Originally Posted By Procat: More of a sign of the volatility. For a 7% return in 60 days I’m comfortable at $40. If assigned I’ll just sell calls, not convinced yet that I’d want to hold this long term. Roger that, Appreciate the explanation |
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Originally Posted By 2thflr: What platform are you using to sell options? Fidelity Let’s get this thread back on track. New article covering the BofA price target raise. Also talks about a Boeing defense deal and goes into greater detail on the UK investment pledge. Apparently it is to expand their office there and make that the hub for European operations. |
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Originally Posted By Procat: Fidelity Let’s get this thread back on track. New article covering the BofA price target raise. Also talks about a Boeing defense deal and goes into greater detail on the UK investment pledge. Apparently it is to expand their office there and make that the hub for European operations. Another quick snap from Reuters https://www.reuters.com/business/aerospace-defense/boeings-defense-space-unit-partners-with-palantir-ai-adoption-2025-09-23/ Attached File |
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Originally Posted By Solo_: Yuge. Thinking out loud here but I wonder why they would make the U.K. their hub for European operations. Honestly it’s probably just due to the amount of contracts Palantir has with the UK government. On the other hand EU data privacy is governed by the GDPR (General Data Protection Regulation). After Brexit the UK had to write their own separate regulation. For the purpose of integration I would have thought Palantir would put down roots in an EU country because it may minimize jurisdictional concerns over data. Again, just thinking out loud. |
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Originally Posted By Procat: Thinking out loud here but I wonder why they would make the U.K. their hub for European operations. Honestly it's probably just due to the amount of contracts Palantir has with the UK government. On the other hand EU data privacy is governed by the GDPR (General Data Protection Regulation). After Brexit the UK had to write their own separate regulation. For the purpose of integration I would have thought Palantir would put down roots in an EU country because it may minimize jurisdictional concerns over data. Again, just thinking out loud. Also, the UK military might have been the first one to go big into Palantir (first one in that 'region') - something the rest of the Europeans haven't done yet. The UK might serve as a test bed for many EU leaders - especially now where many of them feel they're close to the UK regarless of political affiliation - there is definitely that. They also mirror EU and Nato forces, with few troops and much to rebuild - they're in the same position. So your hypothesis is good - it stands. Legally it may be very different and an actual European hub (within the physical and legal boundaries of actual EU) might be necessary in the near future IF EU business truly expands (for Palantir) which I can only hope. |
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This is floating around the PLTR sub on Reddit. Apparently they have offices in Japan as well, this is in Tokyo Attached File |
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Originally Posted By Procat: Haven’t got to watch it yet but Amit Kukreja finally got an interview with Alex Karp at AIPCON 8 Watching this. Like it. Fbombs and picking up French women.
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I think we have a new ATH (not necessarily the number below, but in those whereabouts) Attached File |
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New ATH in pre-market. Heading towards 187$ - IF it makes it. Attached File |
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Down almost 7% today. Fidelity app showing/reporting this: “Palantir shares are trading lower after an internal U.S. Army memo reportedly flagged "fundamental security" flaws in the modernization of the battlefield communications network they are helping to build.” https://www.reuters.com/business/aerospace-defense/anduril-palantir-battlefield-communication-system-has-deep-flaws-army-memo-says-2025-10-03/ |
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Originally Posted By Liberty_Tree: Down almost 7% today. Fidelity app showing/reporting this: "Palantir shares are trading lower after an internal U.S. Army memo reportedly flagged "fundamental security" flaws in the modernization of the battlefield communications network they are helping to build." https://www.reuters.com/business/aerospace-defense/anduril-palantir-battlefield-communication-system-has-deep-flaws-army-memo-says-2025-10-03/ That happened a month ago and it was fixed/cleared immediately. Point is however, that today shorts needed to be paid - with a potential loss of 12B$ for those who shorted the company in recent times. My suspicion is this was a HIT article meant to lessen losses for those pieces of fecal matter who shorted the company.
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Originally Posted By The_Master_Shake: Down 8% + Also sounds like the article is referencing a prototype unit (not even commercialized) I'd be surprised if there isn't a bounce back. But fuck them hit writers... it's war.
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It was truly a hit.
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I think that article might have been possibly been an irrelevant hit piece, but I also found it totally unsurprising, believable, and possibly still applicable. No actual inside knowledge, just a career of noticing patterns in previous stuff. No idea of what this does or doesn’t do for the future of the ticker. |
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Originally Posted By 1168RGR: I think that article might have been possibly been an irrelevant hit piece, but I also found it totally unsurprising, believable, and possibly still applicable. No actual inside knowledge, just a career of noticing patterns in previous stuff. No idea of what this does or doesn't do for the future of the ticker.
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Originally Posted By 1168RGR: I think that article might have been possibly been an irrelevant hit piece, but I also found it totally unsurprising, believable, and possibly still applicable. No actual inside knowledge, just a career of noticing patterns in previous stuff. No idea of what this does or doesn’t do for the future of the ticker. It's just another hit piece to manipulate the stock price in the short term See this across the board with a number of growth stocks. |

