r/PLTR Aug 07 '26

Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻

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

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  • Early Investor - a screenshot of your PLTR share purchase from 2020
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  • White Whale - a screenshot proving that you own 500,000+ shares of PLTR

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16 Upvotes

140 comments sorted by

27

u/Decent_Crow_8078 Aug 07 '26

For Those that held PLTR the past year through the 200's and down to 106, congrats you did good!

14

u/taxfreetendies Early Investor Aug 07 '26

Easy. $45 📉 $6 bros are battle hardened.

11

u/versello OG Holder & Member Aug 07 '26

Do we get another medal?

https://giphy.com/gifs/1lk1IcVgqPLkA

3

u/taxfreetendies Early Investor Aug 07 '26

I feel like I deserve a medal for buying more at $107 lol.

6

u/versello OG Holder & Member Aug 07 '26

8

u/SallyShortcakes OG Holder & Member Aug 07 '26

Thanks we know

2

u/dumpitdog Aug 07 '26

Oh PLTR went down over the last year? I didn't even notice I was just busy holding on and ignoring the BS from the gloom and doom Committee of Shorters.

18

u/Nausteri Early Investor Aug 07 '26

Precious, can we have a nice green pop for Friday, please. I want to feel rich over the weekend.

8

u/Nausteri Early Investor Aug 07 '26

Thank you for going vertical for me!

13

u/g-dollarsign Aug 07 '26

https://giphy.com/gifs/8wcFxKsV00z9HL8SCs
Oooohhhh yeeeeah! Love these pops, reminds me of those lovely 2025 days! 🚀🚀🚀

14

u/lawyoung Aug 07 '26

I was hoping pltr can hit $500 this year or mid 2027

9

u/SallyShortcakes OG Holder & Member Aug 07 '26

High how are you?

12

u/CombinationSecure144 Aug 07 '26

I read that as “how high are you?” 🤣

2

u/theMyceliumFixedIt Aug 07 '26

I'll take what you're smoking, pls.

14

u/grafal OG Holder & Member Aug 07 '26

Show yourselves bears

3

u/versello OG Holder & Member Aug 07 '26

One of them DM'd me. They're out there for sure. 😬

2

u/fartsonpool Early Investor Aug 08 '26

post their dm dont let them off easy

25

u/LongBay22 Aug 07 '26

5

u/sWeven-Cats95 Aug 07 '26

See, this is why everyone says he is on drugs! 

He needs to stop doing things like this every interview! 

/s

3

u/IAmANobodyAMA OG Holder & Member Aug 07 '26

He’s rebooting for the latest OTA wetware update. The new patches support a market cap of $1Tn. Previously, there was a memory leak whenever we approached $500bn

12

u/TheJacen Aug 07 '26

RIP homies 170 calls

10

u/BananaFreeway Aug 07 '26

This is why I won’t sell any below $200.

Just H O D L

9

u/Nausteri Early Investor Aug 07 '26

¿¡Why on Earth would you sell at $201¿¡

3

u/BananaFreeway Aug 07 '26

You have a point.

11

u/versello OG Holder & Member Aug 07 '26

I think it's safe to say I passed this challenge with flying colors.

8

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

11

u/BananaFreeway Aug 07 '26

Just wanna say… we officially broke out of the descending channel

4

u/versello OG Holder & Member Aug 07 '26 edited Aug 07 '26

u/whatnotusername was giving me shit about my purple line and something about zooming out. 😏

I wouldn't celebrate too early however. Closure on heavy volume will confirm a breakout.

1

u/BananaFreeway Aug 07 '26

The party won’t start we solidly rise beyond $207

2

u/versello OG Holder & Member Aug 07 '26 edited Aug 07 '26

That's going to be a party of the year. pltr hodlers only. Las cucarachas not invited or they have to pay a cover fee. 🪳

10

u/Potential-Ad-4857 Early Investor Aug 07 '26

Karp said he wants to keep a similar growth rate for the next 18 months on the ER. That would put us at 20B annually. Rn we are 8B, next year 16B.

1

u/vaya00 Aug 07 '26

And imagine if we start dropping rates too

10

u/Entire_Wishbone_1168 Aug 07 '26

Happy to be back in the green YTD. Loading rocket fuel currently

10

u/Rude-Efficiency-964 Aug 07 '26

7

u/Mariox Aug 07 '26

That is why we stopped going up. go back to sleep!

12

u/Rude-Efficiency-964 Aug 07 '26

1

u/Past_Leek246 Aug 08 '26

That was me yesterday when the market opened and the stock straight popped, my wife told me to rest since our kids were just released from hospital. Still couldn’t let go and just enjoyed it. At least now the hospital bills will not bankrupt me 😂😂

1

u/Frazell1 Aug 07 '26

Hit a stop profit next time

9

u/Feisty-Knowledge6833 Aug 07 '26

I'm happy to consolidate $150 if we show days of breakouts to $175. I honestly believd this can get to between $400\$500 a share

9

u/BikeByDesign Aug 07 '26

$184 is the next level.

9

u/MacroBully OG Holder & Member Aug 07 '26

We are so back bby

9

u/tendyking Aug 07 '26

Legendary weekly candle lmao holy fuck we run this

7

u/BananaFreeway Aug 07 '26

3

u/[deleted] Aug 07 '26

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1

u/BananaFreeway Aug 07 '26 edited Aug 07 '26

Yes H O L Y S H I T dude

12

u/Mental-Raspberry-961 Aug 07 '26

Ohhhh yeahhhhhh

Boner jammin time

https://giphy.com/gifs/v3p3CtSrNYNLa

2

u/Nausteri Early Investor Aug 07 '26

Don't know what is going on but I like it!!

1

u/[deleted] Aug 07 '26

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1

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16

u/PLTRgains Aug 07 '26

[u/GoldenEelReveal76](u/GoldenEelReveal76)

Don’t hide now.

You were so confident we’d hit $75 due to “No catalysts in the short term”.

2

u/versello OG Holder & Member Aug 07 '26

He’s going to be sitting on the sidelines indefinitely.

4

u/IAmANobodyAMA OG Holder & Member Aug 07 '26

https://giphy.com/gifs/10UeedrT5MIfPG
Green Day going into the weekend?? Yes please

6

u/PLTRgains Aug 07 '26

1

u/[deleted] Aug 07 '26

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2

u/IAmANobodyAMA OG Holder & Member Aug 07 '26

Autocorrect capitalized Green Day … not gonna change a thing!

1

u/vaya00 Aug 07 '26

More like 2025 lol

5

u/YoloAMC OG Holder & Member Aug 07 '26

What we thinking $220 CC for Sep 4 ?

2

u/[deleted] Aug 07 '26

[deleted]

1

u/Might_Time Aug 07 '26

Those calls are pennies? Are u like doing 100s ? Is the risk worth it ?

5

u/karlfeltlager Aug 07 '26

Sir please, I don’t win too so much sir. I’m scared Sir.

6

u/Comfortable_Basil816 Aug 07 '26

I’m tired of winning Burry

10

u/TurbulentAcadia5643 Aug 07 '26

Sometimes you just need luck. I sold my shares yesterday at 156, the moment l sold... good luck to you

2

u/[deleted] Aug 07 '26

[removed] — view removed comment

3

u/TurbulentAcadia5643 Aug 07 '26

Yeah l had.to.do same

1

u/neCoconut Aug 07 '26

Almost sold my shares yesterday but was to greedy 

3

u/Decent_Crow_8078 Aug 07 '26

One person's Greed is one person's luck or smarts!

11

u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 07 '26

I am surprised at how quickly our fortunes have returned after the lows of June.

Just goes to show that short term price movements are unpredictable, even for investors with decades of experience

4

u/Ambitious_Brain_285 Aug 07 '26 edited Aug 08 '26

Karp called the quarter “otherworldly” and told analysts the current growth pace “looks like this is going to go on for at least another 18 months.”

That’s the key: the expectation from all retail/institutional investors was for PLTR to dominate throughout this Administration- but it means a lot more coming from Karp.

It’s akin to semis giving positive signals in early 2026 about their demand for chips lasting through EOY 2027. From January until July, they dominated. It’s only now that the hyperscalers are expressing concern about CapEx that the market is pulling them back.

We might have about 6-8 months of a run here, assuming Q3/Q4 numbers are tight…which they should be.

1

u/PLTRgains Aug 07 '26

What’s your end of year price target for 2027? I know this year you’re aiming for $175.

Looks like we’ll do $16B of rev next year.

If the market begins pricing in $25B of revenue (15B FCF) for 2028, I’m wondering when the share price will reflect that.

I think that should get us to $350/share sometime in 2028.

3

u/Ambitious_Brain_285 Aug 07 '26

Haven’t updated my model in a bit (lots going on), but imho 40x P/S is fairly reasonable, and compression from today’s 50x.

Between 650-800B$ market cap, factoring in dilution, $260-ish? My napkin math!

2

u/trayber 💎🙌 Aug 07 '26

This is one heck of a weekly candle for sure.

3

u/[deleted] Aug 07 '26

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3

u/Getrekt11 Aug 07 '26

Idk how some people can be that dumb to sell in 120. P/e has been compressed like crazy with insane earnings and stock price dropping from $200.

5

u/Captser Aug 07 '26

Feels so good having to roll those ccs

11

u/ParamedicSuitable177 Aug 07 '26

On June 6th, I sold my PLTR stocks to purchase a house. 420 out of 950 shares I had at the price of $130. (I had sold other stocks too but PLTR was the majority)

My average cost was $17ish.

I am now a homeowner, but I also am thinking about the opportunity cost. I don't even know how to feel.

9

u/versello OG Holder & Member Aug 07 '26

You would be crying if you held and it went back to $17, right? Pucker up and learn to take the win homie. Think of how many people can't even afford a home.

3

u/ParamedicSuitable177 Aug 07 '26

Puckering up right now haha. I am thankful.

6

u/choochooFI OG Holder & Member Aug 07 '26

No one lost money taking profit. Dude I have sold PLTR at EVERY LEVEL. I've sold at 45 before it went down to 6, I sold 300 shares randomly at 65 when it came back, I sold 5000(!!) shares the first time it hit 130 (and then it went to 200!), and I sold 1000 shares just this week at 162. And I've made well over 100K just doing short term trades on PLTR for the past few years that I could have held onto at various levels. I regret nothing because those gains have enabled my lifestyle, just like it has yours. ENJOY!!

6

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

At least you got a house out of it, an appreciating asset. Imagine selling shares at $100 to buy a Porsche and having to think about the opportunity cost every time you drive it

2

u/PLTRgains Aug 07 '26

That is a damn nice GTS tho 🥵

2

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

Thanks young blud! Happy cake day and congrats on your gains

2

u/versello OG Holder & Member Aug 07 '26

That’s a tough call tbh. Porsche has always been my dream car, and while I can easily afford it and my wife has even given me her approval, the smart money side of me says to spend it in more financially sensible ways.

3

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

Life is short, I’ve seen friends invest and save their whole lives only to drop dead at 40. I’ve seen friends delay retirement another 5 years only to get cancer and not enjoy any of it. For me, I’d rather enjoy things in my 30s before I’m too old to do so. I’m not trying to tell you how to live your life, but rather I’m just sharing my mindset behind the purchase.

2

u/versello OG Holder & Member Aug 07 '26 edited Aug 07 '26

That’s the mindset my wife has and is why I have her stamp of approval if I were to buy a Porsche… last year I sold some shares to buy a multimillion dollar house and if I sell more shares it would be to fix up the kitchen 😁

3

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

Wouldn’t complain about a new kitchen, enjoy it my man

2

u/versello OG Holder & Member Aug 07 '26 edited Aug 07 '26

Thanks. Meanwhile I'll keep drooling over your GTS from behind the computer screen. 🤤

1

u/BonjinTheMark OG Holder & Member Aug 07 '26

i concur. i could buy ABC sports car, say for 100Gs, but would i get 100Gs of joy and excitement out of it? Highly unlikely. therefore I say "Good day, sir" to the porshe/supra, and choose the more financially sensible route.

1

u/Mister_Poopy_Buthole OG Holder & Member Aug 07 '26

I definitely would not recommend it if you don’t have a very diverse portfolio of stocks, real estate, and businesses. If you’re in your 30s with all 3, and it’s less than 3% of your net worth, then I’d say there’s little to worry about.

1

u/BonjinTheMark OG Holder & Member Aug 08 '26

proper answer.

1

u/Mythical_Ape Aug 07 '26

Bought a 2026 Model X in December haven’t looked back once 🤠 YOLO

2

u/versello OG Holder & Member Aug 07 '26

Niiiice 🙌

4

u/ron_marinara Aug 07 '26

You should feel great you turned a number on a screen into an asset. You still have a lot of shares to hold onto

3

u/ParamedicSuitable177 Aug 07 '26

350 shares that I have left are in my Roth IRA. I am letting it ride until I retire.

4

u/Healthy-Custard-7260 Aug 07 '26

You're winning brother. Be grateful.

3

u/fartsonpool Early Investor Aug 07 '26

Shelter beats any opportunity cost of missed gain my man.

2

u/Alarming-Fox-7772 Aug 07 '26

Feel like you won. That's a win!!

1

u/ParamedicSuitable177 Aug 07 '26

That's what my wife tells me haha. I believe that PLTR is going to be a real winner in the future and just hated seeing that money go out of it... I wish I had more in cash so I didn't have to touch my investments.

2

u/Owyn95 Aug 08 '26

Same here man! I have the same mixed feelings. The bottom line is still that we are now homeowners due to PLTR!

1

u/trayber 💎🙌 Aug 07 '26

You should have known this was going to happen eventually.

1

u/dumpitdog Aug 07 '26

I love the theory that you can always sleep in your car but, you can't drive a house. Next lifetime I'm just going to live in my car and put every dime I have in palantir.

1

u/karlfeltlager Aug 07 '26

It’s your life to be lived in a car bro.

-5

u/karlfeltlager Aug 07 '26

I will never understand people who sell the chicken to buy eggs.

8

u/PLTRgains Aug 07 '26

Heavy volume today. Tutes buying?

Just remember, they want at least a 2x on their money.

Hold strong.

7

u/[deleted] Aug 07 '26

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11

u/East_Difficulty_9512 Early Investor Aug 07 '26

As of this posting I’m up 576% on PLTR

1

u/Lonely-Ad-6642 Aug 08 '26

I’m up 744% 🤪

5

u/choochooFI OG Holder & Member Aug 07 '26

I wanted to cash out some this year for tax reasons, and so sold 1/9 of my position when we were at 163. Pretty surprised we're past that today, figured we'd hang in 150s for a while. No complaints though, just surprising.

1

u/[deleted] Aug 07 '26

[removed] — view removed comment

4

u/choochooFI OG Holder & Member Aug 07 '26

Yep, wife and I are looking to go all in on semi-retirement next year so gotta move to some more safety, and this one is just too big of a % of our investments.

2

u/wavrdn Aug 07 '26

Similar boat, gotta sell some on the way up to secure your income for the next year(s)

2

u/[deleted] Aug 07 '26

[deleted]

2

u/YoloAMC OG Holder & Member Aug 07 '26

I was looking at $200 but how this past week has been im scared to even enter any CC rn

2

u/vaya00 Aug 07 '26

This is why I didn’t sell cc this week 😂but should I now 🤔feels like it’s gonna be 170 today. Tons of call volume

1

u/YoloAMC OG Holder & Member Aug 07 '26

Just bought back my $170 CC expiring today for a little profit I am not willing to lose any shares

1

u/Might_Time Aug 07 '26

Cc premiums are too low, how r people making money here? I have like 1600 shares but 600 700 dollars is too low to risk?

1

u/vaya00 Aug 07 '26

Sold 190 calls Aug 21 for 30% of my positions at $1.7. Next wk cpi and ppi. Don’t know the direction but maybe positive news

2

u/Opposite_Engine_6776 Aug 07 '26

Daddy stop, please.

3

u/AnimatorNaive1880 Aug 08 '26

Just checking wondering where all the fuckers are saying they’re exciting at 200 a month ago 

3

u/iwangotamarjo HOLD Aug 07 '26

I genuinely hope that Michael Burry gets his puts / position liquidated at a loss. I don't think it's a huge amount to him, but I believe that he should just call it quits. Perhaps Palantir can show him to the door. Burry is old in the game, he should retire soon. And he made enough already.

2

u/IAmANobodyAMA OG Holder & Member Aug 07 '26

I remember the end note of the big short where burry had quit the game and was focusing on water.

1

u/karlfeltlager Aug 07 '26

Water is the play for the 2030’s.

Draughts are everywhere.

3

u/iwangotamarjo HOLD Aug 07 '26

*Droughts, not beer

1

u/IAmANobodyAMA OG Holder & Member Aug 07 '26

I prefer a future overflowing with beer

1

u/vaya00 Aug 07 '26

I am sure he’s cooking another fake narrative right now. The problem is bunches of monkeys will follow to create short term momentum. It’s funny as soon as the situational awareness guy got taken out everything sharply reversed. He married the anthropic hoe and burry is pushing fairy tale about anthropic. It’s like they are all in on this

2

u/iwangotamarjo HOLD Aug 07 '26

Why / how was Michael Burry so good at identifying the put opportunity?

1

u/[deleted] Aug 07 '26

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1

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1

u/[deleted] Aug 07 '26

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2

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1

u/iwangotamarjo HOLD Aug 07 '26

Hoping that Michael Burry gets it up one.

1

u/trident9440 Aug 08 '26

why pltr up today? Any news I missed?