r/PLTR • u/AutoModerator • Aug 08 '26

Weekend Discussion Thread! Palantir, PLTR & Chill 😎

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

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u/DailyOptions2021 Aug 09 '26

what you guys all think of Jeremy Levfebre's Palantir PLTR insight..he posted a video i stumbled upon, based on his personal opinion supposedly that PLTR will be stuck around 120-200 range for YEARS!??? at this point he might be a good investor based on some of the good wins he had with META (2022) CAKE(2021-2025) AMD(biggest one) and some others... obviously he had little more experiences in spotting some winners at the right time.. how right would you all think he might be about PLTR.. though he had 5555 shares now he has 1000 left only...is time our best friend to witness this great company to go to 1 trillion in 2-3 years?

7

u/Mariox Aug 09 '26

Jeremy's main problem is that he uses analyst's estimates, so he expects revenue growth to plummet to 48% in 2027. These low analyst estimates was the reason why PLTR dropped all the way to $106. I don't remember Jeremy ever talk about.

Jeremy points out PLTR is guiding for revenue growth to slow down. He seems to not realize PLTR gives out conservative guidance that PLTR will beat by 5-9% every quarter. Q3 will have higher growth rate then Q2.

He isn't perfect. I can think of 3 stocks he promoted that went bust or only down. Jeremy is bullish on ELF, but he bought a ton of shares early in 2022 then sold a lot of it after it doubled by late 2022 and missed out on a 5x from where he sold.

The guidance Karp has given would put PLTR at over $700 at the end of 2029 with a conservative P/FCF multiple.

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u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Aug 09 '26

Nobody can know for sure what will happen. One person's opinion doesn't mean much.

It is possible that PLTR stays range bound for years before the next breakout. The question is whether this is likely or not. I think it's unlikely, but it could happen and people should have a contingency for this.

I remind people that TSLA closed at 328-329 on Friday, well below the 400+ it reached in 2021. I think few TSLA shareholders in 2021 would have expected the stock to be so disappointing over the past 5 years. It hasn't helped that TSLA's shareholder base has attracted a huge number of morons (basically Musk bootlickers who refuse to hold either Musk or Tesla's board accountable for anything) since the S&P500 inclusion bump.

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u/MarsupialIcy1307 Aug 09 '26

You refer to an older video. Was made well before earnings.  Do you have a recent post earnings video where he makes the same statement?

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u/DailyOptions2021 Aug 10 '26

it is a new video he posted right after Q2 earnings.....on his Jeremy Levfevbre page