For those that follow Palantir (Page 20 of 22)
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Originally Posted By Procat: https://www.ar15.com/media/mediaFiles/489576/IMG_5370_jpeg-3710850.JPG Attached File |
Interesting video on Palantir by Seeking Alpha contributor Steven Fiorillo. TLDR: bullish on the company, bullish long term on the stock but short term stock price action is unknown.  Palantir: Q4 Earnings, The Selloff, What I Think For The Future |
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Palantir Moves HQ From Denver To Miami Leading AI innovator Palantir announced in a brief post on X Tuesday that the company has moved its headquarters from Denver, Colorado, to Miami, Florida. According to Palantir’s latest SEC filings, the principal executive office is now located at 19505 Biscayne Boulevard, Suite 2350 in Aventura, Florida – an affluent area just 20 miles north of downtown Miami. This marks the AI company’s second major move in six years after Palantir left Palo Alto for Denver in 2020. CEO Alex Karp previously cited a clash between Silicon Valley’s "values" and the company’s mission... |
"...Capitalism...shares its blessings unequally; ...Socialism...shares its miseries equally."
Winston Churchill
Winston Churchill
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Perhaps he should have moved to Florida the first time if he wanted to escape those "values." |
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But will the engineering move as well? Also, I wonder why so many choose FL over TX. I guess fits the CEOs' lifestyles better. |
Good video with Amit & GoKarp on Palantir’s government business. Topics covered include Venezuela & Iran actions, Project Mavin, Project Titan, Anthropic/ DOW drama, etc.  Palantir’s Role In A Changing World | Ft. Adam |
Interview of Karp from AIPCON this past week. First 30 seconds has a pretty good burn on Iran but other than that didn’t seem to contain any new information. I was disappointed that Karp tip toed around a question relating to Anthropic being labeled a supply chain risk by DOW.  Alex Karp Sits Down To Discuss Software, The War, Palantir's Earnings & More | Palantir AIPCon 9 |
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| PLTR is holding up surprisingly well compared to some of my other high-beta stocks |
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.
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Originally Posted By Procat: My covered calls have been printing, it's probably time to close them. Need to double check but I think Palantir's DOW contracts for Project Maven only go through 2026, with current events their next extension might be big. Not necessarily I believe them (no one knows anything, it's simply impossible) but it's certainly tiring. |
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Originally Posted By Solo_: Several voices on Sh!tter (Twitter) are saying stock will half itself. Or at least, go 'back down' to 90$ Not necessarily I believe them (no one knows anything, it's simply impossible) but it's certainly tiring. Every earnings call beats guidance and expectations, yet the stock doesn't go up much (and sometimes goes down after an earnings release that is outstanding by any objective measure). If they ever fall short of expectations the price crater will be shocking. PLTR at 140 is a P/E ratio well above 200... |
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Originally Posted By Morgan321: I'm just a dummy who doesn't know anything but my perception is that PLTR has a great future, but like so many things these days it is oversold and the price is propped up by expectations. ie. they're selling the future. Every earnings call beats guidance and expectations, yet the stock doesn't go up much (and sometimes goes down after an earnings release that is outstanding by any objective measure). If they ever fall short of expectations the price crater will be shocking. PLTR at 140 is a P/E ratio well above 200... I'm with you. I've had several thousand shares that I bought many, many years ago BEFORE IPO, when Palantir was completely unknown. Through a lifetime friend that had (he passed years ago now) a Venture Fund (Don Lucas, CA) we bought Palantir - they needed funding. I've held these (sold some) for all these years. To our surprise, Palantir became what it is now. It could be, literally, my retirement fund (I'm 58 in a week, looking to retiring at 60). My son is now going to an Ivy League college that'll cost me something short of 400k$ He deserved it, so I am committing. Without Palantir, it would have been way more painful - hence in Palantir I trust; It just bothers THE FUCK out of me to see so many enemies - even among conservative (if that is even a thing) Americans today. I vent. It's currently bouncing back... God Bless |
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Originally Posted By Solo_: 100%, brother. I'm with you. I've had several thousand shares that I bought many, many years ago BEFORE IPO, ......... It could be, literally, my retirement fund (I'm 58 in a week, looking to retiring at 60). My son is now going to an Ivy League college that'll cost me something short of 400k$ If I had so much money tied up at pre ipo prices I think it is insane to hold it all. Take some profits at the roughly 15x profit you are at now and diversify away from a single company. |
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Originally Posted By Morgan321: Let me change my verbiage: I think investing in PLTR now is closer to gambling than investing - You're relying on favorable public perception of their potential driving the stock price rather than the company's actual performance. If I had so much money tied up at pre ipo prices I think it is insane to hold it all. Take some profits at the roughly 15x profit you are at now and diversify away from a single company. |
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Originally Posted By Procat: Software getting hammered again today. Added some shares at $130 with limit orders placed for every $5 level below. Attached File |
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Originally Posted By Procat: $125 limit order filled. Dan Ives of Wedbush attempting a rescue mission: reiterates outperform rating and $230 price target. It's not just the time for rescue missions, too many things going on - too confused a market - a battlefield. I am trying to accept the fact that (as I mentioned several times already) it will take a much longer time (if at all) to rise back high to levels. Otherwise, I'll just accept whatever I can get out of it and try and be content (I can NOT sell, my shares are held in an account I will only be able to sell once my old father passes) |
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I think at this point most people have an opinion of Palantir one way or another. Showing its effectiveness could serve to get contracts from people who want results regardless of their personal opinions. Plus 50/50 chance this is another one of Trumps buy signals he puts out there because something big is right around the corner. He’s done this several time before. |
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Originally Posted By Procat: Plus 50/50 chance this is another one of Trumps buy signals he puts out there because something big is right around the corner. He's done this several time before. PS @the poster above, don't be afraid. There's really no reason to be. The only fear with Palantir can be if you purchased the stock at high prices and it's coming down. For all other intents and purposes - if you have barely followed the guys the actually work at Palantir, it's truly a stand up endeavor. One of the best ones we've ever had in the US ETA @Morgan321 |
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I got into and out of PLTR twice during their big run up. Was selling puts up until earlier this year. Never lost money on them. This has come up many times in this thread. I'm a believer in the company, the only question is at what price. Earnings coming up in a couple weeks.... |
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Originally Posted By Morgan321: I got into and out of PLTR twice during their big run up. Was selling puts up until earlier this year. Never lost money on them. This has come up many times in this thread. I'm a believer in the company, the only question is at what price. Earnings coming up in a couple weeks.... I'm stuck in it - I have to stay. Nothing I can do about it (long story, won't bother you). Always LOVED the company, but it's gotten so volatile that *I AM* scared - not by them, but by what goes around them. Everything is now literally weaponized politically - it scares me. But I can't sell... I have to stay with it at least until my father passes (84 y/o), and I love my father. Great father, we've had a terrific relationship in this life. I'll hold... HODL |
| I think it’s important to separate Palantir the company from PLTR the stock. Software stocks are taking a beating because everyone’s afraid Anthropic will threaten the industry. At the same time Palantir the company was literally made for the current environment. |
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Originally Posted By Procat: I think it's important to separate Palantir the company from PLTR the stock. Software stocks are taking a beating because everyone's afraid Anthropic will threaten the industry. At the same time Palantir the company was literally made for the current environment.  |
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Originally Posted By Procat: Burry is short NVDA and long GME, let that sink in. I love the whole story of him shorting the housing market 20 years ago but he's been chasing that dragon ever since. He's an MFER - |
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| It looked more like the market saw that tweet as a share price rescue mission more than as a buy signal. We’ll see soon, I’m sure. I couldn’t figure out exactly what time it was posted, but online articles said “morning”, so it looks like net movement following it was downward by close and AH. |
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Originally Posted By 1168RGR: It looked more like the market saw that tweet as a share price rescue mission more than as a buy signal. We'll see soon, I'm sure. I couldn't figure out exactly what time it was posted, but online articles said "morning", so it looks like net movement following it was downward by close and AH. AH is stuck at .78% as we speak - it will resume later on. It's going to be an interesting week, as always, Attached File |
Moderate-Length Barrel Evangelist
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Moderate-Length Barrel Evangelist
Joined:
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EE: 100% (11)
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Interesting 9 minute video from Seeking Alpha contributor Steven Fiorillo. He’s covered PLTR since IPO and I’d put weight on his analysis. He was one of a small number of people who pointing out the red flags when we were around $200 who actually understood the company.  Palantir (PLTR) Why I am becoming bullish again! |
Now fellate me, as I eat this expensive ham.
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Originally Posted By Procat: Interesting 9 minute video from Seeking Alpha contributor Steven Fiorillo. He’s covered PLTR since IPO and I’d put weight on his analysis. He was one of a small number of people who pointing out the red flags when we were around $200 who actually understood the company.  https://www.youtube.com/watch?v=g7wBoPg128YThe Milk Man delivers Ill give it a watch later today. Thanks for posting |
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.
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Originally Posted By Procat: Software getting hammered again today. Added some shares at $130 with limit orders placed for every $5 level below. Attached File |