PLTR (Palantir Technologies) d

PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150

Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms.

All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.

May the 4th be with Palantir and all those Tigers investing or trading on PLTR

What do you guys think Tigers and Tigress?

#PLTR #Palantir #AIP #Gotham #Apollo #AIOS #dip

Palantir Plunges to $130: Software Death Spiral Accelerates?

Palantir tumbled 7.30% to $130.49, extending a two-day loss of over 13% as Michael Burry's thesis that Anthropic is eroding Palantir's competitive edge continues to drive capital outflows. Fears over deteriorating AI government contract competition show no sign of abating, with $130 serving as a critical round-number support. If Q1 earnings deliver solid government-segment revenue, can it definitively neutralize Burry's bear case — and is $130 a buy or a sell right now?

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