For those that follow Palantir (Page 15 of 22)
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Originally Posted By BM1455: I bought BTU back in early April in the hi $10's and very low $11's. Closed today at $17.24. It was sort of an AI play.  Energy is certainly part of the AI trade. Don’t know about Peabody but Southern Company has a ton of data center projects. |
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Originally Posted By PossumKing: Broke $180. I remember when it was in the $80 range and I was seriously tempted to take profits. Stayed strong. Still holding! I regret all the shares I sold along the way I took some profits at $120 |
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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Dan Ives insists it will be a trillion dollar company in a few years. that being the case I've roughly calculated price per share at about USD407 Crazy stuff. Attached File |
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PLTR now my largest position I regret all the shares I sold along the way
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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 The_Master_Shake: I regret all the shares I sold along the way This is related to two of the biggest and costliest mistakes overall. Pretty consistent with posters on here and talking with folks in passing about “playing the market”. When folks use those words, my ears perk up as I love to learn what not to do. The biggest solution for highest ROI, proven true, is to sketch out 1) objective for the play and the funds. 2) time horizon Without those, it’s just playing the market via whims, trends, feelings and greed. |
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Originally Posted By SkiandShoot: This is related to two of the biggest and costliest mistakes overall. Pretty consistent with posters on here and talking with folks in passing about “playing the market”. When folks use those words, my ears perk up as I love to learn what not to do. The biggest solution for highest ROI, proven true, is to sketch out 1) objective for the play and the funds. 2) time horizon Without those, it’s just playing the market via whims, trends, feelings and greed. The single biggest “solution”, in my opinion, is to keep it emotionless. |
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I can see both sides. What’s important to keep in mind is that if someone built a position in PLTR as recently as a year ago it has likely become a totally overweight position in their portfolio. The stock has blown through price targets set by the most bullish analysts and then blown through the revised targets. I won’t give anybody grief for trimming at these levels, either to lock in some profits or just balance their portfolio allocations. |
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Originally Posted By Procat: I can see both sides. What’s important to keep in mind is that if someone built a position in PLTR as recently as a year ago it has likely become a totally overweight position in their portfolio. The stock has blown through price targets set by the most bullish analysts and then blown through the revised targets. I won’t give anybody grief for trimming at these levels, either to lock in some profits or just balance their portfolio allocations. So, is it still a good time to buy some? |
peach fuzz
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Originally Posted By Procat: Time will tell. I’m not buying right now, I sold enough to take my original investment off the table and plan on holding the rest for the time being. I've done the same in that I've taken 3X my original investment off the table. With my remaining 1,000 shares I'm going to let this stock run. I legitimately don't know if PLTR will be the next trillion dollar company or if they fall 80% at the first hint that they won't absolutely destroy on earnings. . . . . or maybe both lol |
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 The_Master_Shake: or if they fall 80% at the first hint that they won't absolutely destroy on earnings PS today's new ATH Attached File |
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Originally Posted By Solo_: I highly doubt it at this point. PS today's new ATH https://www.ar15.com/media/mediaFiles/326068/pltrhigh_png-3605902.JPG No I completely agree, I was just being hyperbolic with the 80% I do think the second we see the growth slow down (coupled with a change in the macro) PLTR gets hit hard, but for the time being it's a powerhouse with more institutional adoption than ever. PLTR, SOFI, and RKLB are the three stocks I'm convinced will help me retire early. Just wish I hadn't of sold so much PLTR along the way! |
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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I could totally see a drop to $120-$130 on bad macro / missing on earnings but I think it would find a floor around there. I’m not generally a person to get too hung up on P/E but if you’re going to fly that high you have to be perfect. TTD’s price action recently would seem to be an example of such a breakdown. Anybody else reading Karp’s book The Technological Republic? I’m about half way through and it’s a good read. |
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Originally Posted By Procat: I could totally see a drop to $120-$130 on bad macro / missing on earnings but I think it would find a floor around there. I'm not generally a person to get too hung up on P/E but if you're going to fly that high you have to be perfect. TTD's price action recently would seem to be an example of such a breakdown. Anybody else reading Karp's book The Technological Republic? I'm about half way through and it's a good read. I bought the book for my son - he's a reader (big time). He's reading around 11 books currently, hope this one's among them |
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Originally Posted By The_Master_Shake: I've done the same in that I've taken 3X my original investment off the table. With my remaining 1,000 shares I'm going to let this stock run. I legitimately don't know if PLTR will be the next trillion dollar company or if they fall 80% at the first hint that they won't absolutely destroy on earnings. . . . . or maybe both lol For some reason, I am thinking you are under 40 years old? I would consider heavily NOT selling much of your investments to take profit and thinking in a 10 year window. Once you are invested, have a "park it" mentally while looking for the next thing and direction. Meanwhile, DCA'ing 401k and Roth etc. Take my graphs, add in a AAPL, PLTR, MSFT, whatever but push it out 10 years. It's wild. Attached File Attached File Attached File Attached File |
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Originally Posted By SkiandShoot: For some reason, I am thinking you are under 40 years old? I would consider heavily NOT selling much of your investments to take profit and thinking in a 10 year window. Once you are invested, have a "park it" mentally while looking for the next thing and direction. Meanwhile, DCA'ing 401k and Roth etc. Take my graphs, add in a AAPL, PLTR, MSFT, whatever but push it out 10 years. It's wild. https://www.ar15.com/media/mediaFiles/32390/10_years_1_JPG-3606264.JPG https://www.ar15.com/media/mediaFiles/32390/10_years_2_JPG-3606265.JPG https://www.ar15.com/media/mediaFiles/32390/20_years_1_JPG-3606266.JPG https://www.ar15.com/media/mediaFiles/32390/20_years_2_JPG-3606267.JPG My cost basis for PLTR is under $10 so taking 3X my original investment off the table did not represent a huge portion of my shares. I took some profits at $60 and then more at $120. I'm a big fan of letting my winners run but PLTR and RKLB do make up a big portion of my portfolio so I'm not above taking profits from time to time. I'm in my early 40's and I do max out my annual 401k contribution |
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.
Now fellate me, as I eat this expensive ham.
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Originally Posted By Procat: I could totally see a drop to $120-$130 on bad macro / missing on earnings but I think it would find a floor around there. I’m not generally a person to get too hung up on P/E but if you’re going to fly that high you have to be perfect. TTD’s price action recently would seem to be an example of such a breakdown. Anybody else reading Karp’s book The Technological Republic? I’m about half way through and it’s a good read. I got it right next to me! That was my pool side reading on my last vacation but I made it about half way through. I did like the premise that Silicon Valley basically decoupled from the betterment of US National security and we've spent the last several decades wasting our resources on trivial shit. If anything I walked away from what I read thinking Karp has his priorities straight
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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.
| This could be interesting. Citron Research founder Andrew Left came out that he’s shorting Palantir. Article here. This is the guy who lost a bunch of money shorting GME years ago. 50/50 chance there will be people who buy it just to burn this guy. |
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Originally Posted By Procat: This could be interesting. Citron Research founder Andrew Left came out that he’s shorting Palantir. Article here. This is the guy who lost a bunch of money shorting GME years ago. 50/50 chance there will be people who buy it just to burn this guy.  Bold Strategy Cotton |
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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.. but share is going down. Either because of him or who knows what. PS the guy was indicted for fraud years ago. |
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Further down - either the short is working (likely at least partially) or other contingencies Attached File |
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Originally Posted By Solo_: Further down - either the short is working (likely at least partially) or other contingencies https://www.ar15.com/media/mediaFiles/326068/Screenshot_2025-08-18_at_10_13_52_png-3609578.JPG Possible hold my beer moment: Attached File |
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Originally Posted By Procat: Possible hold my beer moment: https://www.ar15.com/media/mediaFiles/489576/IMG_4812_jpeg-3609820.JPG |
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Originally Posted By Solo_: You think we'd be involved in this? ( I know Ukraine already uses Palantir's tech in some form) 100% They already have numerous contracts for government & military services, if that kind of money is being thrown around I'm sure Ukraine can dig up some more projects for them to undertake. Attached File |
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Originally Posted By Procat: 100% They already have numerous contracts for government & military services, if that kind of money is being thrown around I'm sure Ukraine can dig up some more projects for them to undertake. https://www.ar15.com/media/mediaFiles/489576/IMG_4813_png-3609949.JPG By the way,
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... but whatever the deal, market ain't buying it Attached File |
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Originally Posted By BM1455: bought some more at $142.50 today. Not a lot. Maybe should have got more... You bought the bottom - at least today's bottom. Well done. It's back up some now - but we've seen almost -10% today as well. Next week NVDA reports (important) and this Friday Powell's cut or lack of thereof. Too unstable to do more, imo you did well |
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Interesting watch from Emir M of Type F Capital. Breaks down the Citron short report to the point where Andrew Left should be embarrassed. TLDR: the report appears to be mostly (if not entirely) generated by ChatGPT and almost every paragraph has at least one identifiable error.  Palantir: Citron's Short Report Was Generated By ChatGPT And Is COMPLETELY WRONG |
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Originally Posted By Procat: Interesting watch from Emir M of Type F Capital. Breaks down the Citron short report to the point where Andrew Left should be embarrassed. TLDR: the report appears to be mostly (if not entirely) generated by ChatGPT and almost every paragraph has at least one identifiable error.  https://www.youtube.com/watch?v=1M9wYYg76lEInteresting... Peak summer vacation period. The adults must be at their summer homes and the intern they left in charge actually had a real date so he gave it to chatGPT to generate the report.
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Originally Posted By Procat: Interesting watch from Emir M of Type F Capital. Breaks down the Citron short report to the point where Andrew Left should be embarrassed. TLDR: the report appears to be mostly (if not entirely) generated by ChatGPT and almost every paragraph has at least one identifiable error. https://www.youtube.com/watch?v=1M9wYYg76lEAttached File Attached File |
Haven’t got to watch it yet but Amit Kukreja finally got an interview with Alex Karp at AIPCON 8 Palantir's Alex Karp: "We Play to Win & That's Why We Are Winning." |
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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 https://www.youtube.com/watch?v=Fi0JjCTNpK0 |
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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 https://www.youtube.com/watch?v=Fi0JjCTNpK0Interesting. |
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Sitting at -4.40% right now, whatever the daily reasons Attached File |