• FTGRFTGR
      ·11-30
      $Palantir Technologies Inc.(PLTR)$  will buy some if price drop a lot..
      114Comment
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    • LanlanCCLanlanCC
      ·11-28
      Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit
      333Comment
      Report
    • koolgalkoolgal
      ·11-27

      The AI Gold Rush vs The Big Short : Which Side Are You On?

      🌟🌟🌟The market is currently a battlefield between 2 powerful emotional forces : the exhilarating optimism of the AI revolution and the chilling cautionary tales of market bubbles. Investors are forced to choose: Do you ride the soaring tide of innovation with $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$  or listen to the stark warnings of skeptics like Big Short investor Michael Burry?  There is no middle ground, only conviction and risk.  Which side are you on in this high stakes emotional drama?  The side of the boundless AI future or the side of historical correction?  The Heartbreak of Overvaluation?&n
      4926
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      The AI Gold Rush vs The Big Short : Which Side Are You On?
    • ShyonShyon
      ·11-27
      From my perspective, Michael Burry raises valid concerns, but I don't fully subscribe to his extremely bearish stance. Yes, the AI sector has seen massive capital inflows, and valuations—especially for names like Nvidia $NVIDIA(NVDA)$   and Palantir $Palantir Technologies Inc.(PLTR)$  —have expanded much faster than near-term earnings. But unlike the dot-com era, today's AI adoption is already generating real enterprise demand, not just speculative hype. That makes the current cycle fundamentally stronger, even if sentiment sometimes gets ahead of itself. At the same time, I acknowledge that parts of the AI market are clearly pri
      500Comment
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    • nerdbull1669nerdbull1669
      ·11-26

      Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!

      Whether $Palantir Technologies Inc.(PLTR)$ bounces from its current range or heads to new lows depends on a mix of its fundamentals, investor sentiment, and broader market conditions — especially how people are thinking about AI right now. In this article, I would like to walk through both the bull and bear cases, then my view and some scenarios to watch. What’s Going On with Palantir Right Now Strengths / Bull Case Very Strong Growth Palantir’s Q3 2025 revenue came in at $1.18B, up 63% YoY. Adjusted operating margin is very high (reported ~51%) per Fintool. It is generating strong free cash flow. Its "Rule of 40" (growth + profitability) is very favorable. Enterprise AI Demand The U.S. commercial business is accelerating: in Q3, U.S. commercial r
      301Comment
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      Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!
    • SuperBrownSuperBrown
      ·11-25
      $Palantir Technologies Inc.(PLTR)$  no where to go and fall omg
      169Comment
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    • zhinglezhingle
      ·11-25
      $Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat
      385Comment
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    • KSGKSG
      ·11-22
      $Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed
      1.24K6
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    • DEEP.PROFITDEEP.PROFIT
      ·11-21
      $Palantir Technologies Inc.(PLTR)$  wolves coming  $Palantir (PLTR.US)$ if you haven't followed me. pls read my analysis. the script repeats year after year. people fall for it everyt time. 
      5.47K1
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    • Mickey082024Mickey082024
      ·11-17

      Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?

      $Palantir Technologies Inc.(PLTR)$ A Technical Breakdown, Sentiment Shift, and Buy-the-Dip Strategy Palantir investors are no strangers to volatility, but yesterday’s 7% reversal sent a very different message. PLTR didn’t just pull back—it lost the $170 level decisively, breaking below a key psychological and technical support zone that had held firm for months. The sudden move has reignited a familiar concern among traders: Is Palantir about to fill the earnings gap? And if so, where does the decline end? The stock now sits at a fragile inflection point. Momentum traders have flipped bearish, institutions are watching the volume shelves closely, and retail is torn between “buy the dip” and “is this the top?” At the center of this debate lies one
      1.15K3
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      Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?
    • ShyonShyon
      ·11-17
      $Palantir Technologies Inc.(PLTR)$   When I see Palantir dropping 7% and heading toward that $160 gap, I don't panic — I actually view it as a healthy reset. Gap fills are common after strong earnings rallies, and Palantir has always been a stock that moves in sharp waves rather than smooth trends. So a pullback into the previous gap doesn't change my long-term conviction. If the price really dips to around $160, I would see that level as a logical technical support and a place where I'd seriously consider adding. It's where sentiment often resets, and historically Palantir tends to attract strong buying interest after overreactions. For me, that area offers a better risk-reward than chasing strength. But I don'
      1.18K8
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    • MayillionaireMayillionaire
      ·11-16
      Palantir!! $Palantir Technologies Inc.(PLTR)$  [Miser]  [Miser]  [Miser]  
      223Comment
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    • LcxssLcxss
      ·11-16
      Love the way this is looking
      173Comment
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    • koolgalkoolgal
      ·11-16

      Will Palantir Fill the Gap at USD 160?

      🌟🌟🌟The phrase "fill the gap" refers to when a stock price moves back to a level it suddenly skipped over.   If $Palantir Technologies Inc.(PLTR)$  declines to USD 160 it would represent a significant downturn from its last trading price of USD 174.01. What Caused Palantir's Recent Decline?  Michael Burry of Big Short Fame recently disclosed Bearish bet against Palantir which contributed to the stock's recent decline.  In addition to that, there were broader concerns about its high valuation and overall Bearish sentiment in the tech sector.  This decline occurred despite Palantir's strong Q3 25 earnings report.  What To Consider : Despite Bearish sentiments, some analysts like W
      1.47K1
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      Will Palantir Fill the Gap at USD 160?
    • WeChatsWeChats
      ·11-16
      $Palantir Technologies Inc.(PLTR)$   🔥 Palantir’s Pullback Isn’t a Breakdown — It’s a Launchpad. Is $160 the Golden Reload Zone? $PLTR Palantir dropped 7% yesterday, sliding toward the $160s — and instantly the doomers came out calling the rally over. But if you look closely, this wasn’t a trend failure. It was a classic Palantir shakeout — the kind it uses to trap the weak hands before ripping again. Zoom out. PLTR has been one of the strongest trending AI names in the entire market. Every aggressive push higher has been followed by: A fast flush A gap fill A violent rebound This stock likes to clear leverage before moving to its next target. And right now, the chart is setting up the exact same pattern again.
      347Comment
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    • JanestradesJanestrades
      ·11-16
      431Comment
      Report
    • IsleighIsleigh
      ·11-15

      🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?

      $Palantir Technologies Inc.(PLTR)$   Palantir's 7% tumble didn't happen in isolation. It was the perfect storm of rate-cut fears, stretched valuations, and momentum traders taking quick profits after last week's Nvidia-led AI rally. But the chart is now screaming one thing: 👉 $160 is the gap-fill magnet. Here's why this level matters: 1️⃣ The last earnings gap sits exactly at $160 PLTR's explosive post-earnings breakout left an untouched liquidity pocket between $159–$162. Stocks LOVE filling gaps. PLTR is no exception - it's done so almost every earnings cycle. 2️⃣ Options flow is clustering at $160–$165 Big-money hedges have shifted downwards, suggesting market makers expect a test of that zone before sta
      4.14K5
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      🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?
    • bennyserbennyser
      ·11-15
      401Comment
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    • MrzorroMrzorro
      ·11-11
      Palantir's 9% Jump Boosts Appeal of Call Options as Bulls Pile In $Palantir Technologies Inc.(PLTR)$  's 9% jump is boosting demand for call options that could pay off should the stock rally gains more steam.  Palantir shares climbed above $194 Monday, rebounding from an 11% slump last week, their worst performance since the five days ended April 4. That was the same week when President Donald Trump announced "Liberation Day," unleashing a slew of tariffs on U.S.'s trading partners and fueling a stock market sell-off.   The gains came after hedge fund manager Michael Burry, famous for his "Big Short" during the housing bubble over a decade ago, hinted that he may no longer be short Palantir shares
      543Comment
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    • BarcodeBarcode
      ·11-10
      $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ 🔥🚀📉 $PLTR Momentum Craters To 1! Bears Gain Control As Volatility Explodes! 💥⚡📊 I’m watching $PLTR’s momentum collapse to 1, its weakest reading since August, signalling exhaustion after months of AI-fuelled euphoria. The valuation wall is real, and sentiment is cracking as traders shift from FOMO to defence. 💰 77.6M shares traded Friday; an insane liquidity surge confirming institutions are repositioning fast. With negative gamma exposure, one wrong move could ignite a volatility chain reaction. 📉 The option score also tanked to 1, showing big money hedging hard into an elevated I
      1.31K8
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    • FTGRFTGR
      ·11-30
      $Palantir Technologies Inc.(PLTR)$  will buy some if price drop a lot..
      114Comment
      Report
    • nerdbull1669nerdbull1669
      ·11-26

      Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!

      Whether $Palantir Technologies Inc.(PLTR)$ bounces from its current range or heads to new lows depends on a mix of its fundamentals, investor sentiment, and broader market conditions — especially how people are thinking about AI right now. In this article, I would like to walk through both the bull and bear cases, then my view and some scenarios to watch. What’s Going On with Palantir Right Now Strengths / Bull Case Very Strong Growth Palantir’s Q3 2025 revenue came in at $1.18B, up 63% YoY. Adjusted operating margin is very high (reported ~51%) per Fintool. It is generating strong free cash flow. Its "Rule of 40" (growth + profitability) is very favorable. Enterprise AI Demand The U.S. commercial business is accelerating: in Q3, U.S. commercial r
      301Comment
      Report
      Strong Free Cash Flow To Support Palantir Rebound Though Valuation Concerns Linger!
    • koolgalkoolgal
      ·11-27

      The AI Gold Rush vs The Big Short : Which Side Are You On?

      🌟🌟🌟The market is currently a battlefield between 2 powerful emotional forces : the exhilarating optimism of the AI revolution and the chilling cautionary tales of market bubbles. Investors are forced to choose: Do you ride the soaring tide of innovation with $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$  or listen to the stark warnings of skeptics like Big Short investor Michael Burry?  There is no middle ground, only conviction and risk.  Which side are you on in this high stakes emotional drama?  The side of the boundless AI future or the side of historical correction?  The Heartbreak of Overvaluation?&n
      4926
      Report
      The AI Gold Rush vs The Big Short : Which Side Are You On?
    • zhinglezhingle
      ·11-25
      $Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat
      385Comment
      Report
    • LanlanCCLanlanCC
      ·11-28
      Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit
      333Comment
      Report
    • ShyonShyon
      ·11-27
      From my perspective, Michael Burry raises valid concerns, but I don't fully subscribe to his extremely bearish stance. Yes, the AI sector has seen massive capital inflows, and valuations—especially for names like Nvidia $NVIDIA(NVDA)$   and Palantir $Palantir Technologies Inc.(PLTR)$  —have expanded much faster than near-term earnings. But unlike the dot-com era, today's AI adoption is already generating real enterprise demand, not just speculative hype. That makes the current cycle fundamentally stronger, even if sentiment sometimes gets ahead of itself. At the same time, I acknowledge that parts of the AI market are clearly pri
      500Comment
      Report
    • KSGKSG
      ·11-22
      $Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed
      1.24K6
      Report
    • Mickey082024Mickey082024
      ·11-17

      Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?

      $Palantir Technologies Inc.(PLTR)$ A Technical Breakdown, Sentiment Shift, and Buy-the-Dip Strategy Palantir investors are no strangers to volatility, but yesterday’s 7% reversal sent a very different message. PLTR didn’t just pull back—it lost the $170 level decisively, breaking below a key psychological and technical support zone that had held firm for months. The sudden move has reignited a familiar concern among traders: Is Palantir about to fill the earnings gap? And if so, where does the decline end? The stock now sits at a fragile inflection point. Momentum traders have flipped bearish, institutions are watching the volume shelves closely, and retail is torn between “buy the dip” and “is this the top?” At the center of this debate lies one
      1.15K3
      Report
      Palantir’s Trend Breaks Down: Can Bulls Defend the Last Stronghold at $160?
    • TigerClubTigerClub
      ·11-05

      🎁What the Tigers Say | Wall Street’s Wake-Up Call: Market Pullback or Panic?

      U.S. stocks suffered a sharp sell-off on Tuesday, marking the biggest drop since early October. The $NASDAQ(.IXIC)$ plunged 2.04%, the $S&P 500(.SPX)$ fell 1.17%, and the $Dow Jones(.DJI)$ slipped 0.53%. High-valuation tech names led the rout — $Palantir Technologies Inc.(PLTR)$ sank nearly 8% despite beating earnings expectations, $Tesla Motors(TSLA)$ tumbled over 5%, and $NVIDIA(NVDA)$ lost almost 4%. The sell-off came just a day after “Big Short” investor Michael Burry disclosed massive put options against both Palantir and NVID
      25.59K5
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      🎁What the Tigers Say | Wall Street’s Wake-Up Call: Market Pullback or Panic?
    • IsleighIsleigh
      ·11-15

      🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?

      $Palantir Technologies Inc.(PLTR)$   Palantir's 7% tumble didn't happen in isolation. It was the perfect storm of rate-cut fears, stretched valuations, and momentum traders taking quick profits after last week's Nvidia-led AI rally. But the chart is now screaming one thing: 👉 $160 is the gap-fill magnet. Here's why this level matters: 1️⃣ The last earnings gap sits exactly at $160 PLTR's explosive post-earnings breakout left an untouched liquidity pocket between $159–$162. Stocks LOVE filling gaps. PLTR is no exception - it's done so almost every earnings cycle. 2️⃣ Options flow is clustering at $160–$165 Big-money hedges have shifted downwards, suggesting market makers expect a test of that zone before sta
      4.14K5
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      🔥 Palantir’s $160 Question: Dip of the Month or Danger Zone?
    • BarcodeBarcode
      ·11-04

      🤖📊🚀 Palantir’s AI Empire: Decoding the Ninth Beat That Could Redefine Tech Valuations 🚀📈🧠

      $Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’ve spent over twenty years dissecting market cycles, and right now, Palantir stands at a pivotal crossroads that screams opportunity. Tonight’s Q3 earnings release isn’t just another quarterly update; I see it as the catalyst for Palantir to deliver its ninth straight EPS beat, fuelled by explosive AI demand and ironclad execution. Polymarket odds sit at 86% for an upside surprise, backed by $3.2 million in whale call sweeps recorded today on unusual options activity scanners. Street consensus pegs EPS at $0.17 on $1.09 billion revenue, implying 48% year-over-year g
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      🤖📊🚀 Palantir’s AI Empire: Decoding the Ninth Beat That Could Redefine Tech Valuations 🚀📈🧠
    • BarcodeBarcode
      ·11-04

      🚀🧠📊 Palantir’s Quantum Leap: AI’s Silent Architect Reshapes Enterprise and Defence 🚀🧠📊

      $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Robinhood(HOOD)$  Executive Summary: I’m convinced that PLTR is entering a new paradigm of growth and execution, with Q3 2025 acting as the ignition point. The catalyst: explosive U.S. commercial growth (+121% YoY) paired with an elite Rule of 40 score of 114%, prompting a material guidance raise and institutional momentum. Even measured against giants like NVDA and HOOD, Palantir’s combination of scale, margin and structural moat demands respect. The stock is signalling a 50–100% upside over the next 12–18 months and, based on volume and options flow ahead, momentum is building. Financial Performance Breakd
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      🚀🧠📊 Palantir’s Quantum Leap: AI’s Silent Architect Reshapes Enterprise and Defence 🚀🧠📊
    • koolgalkoolgal
      ·11-16

      Will Palantir Fill the Gap at USD 160?

      🌟🌟🌟The phrase "fill the gap" refers to when a stock price moves back to a level it suddenly skipped over.   If $Palantir Technologies Inc.(PLTR)$  declines to USD 160 it would represent a significant downturn from its last trading price of USD 174.01. What Caused Palantir's Recent Decline?  Michael Burry of Big Short Fame recently disclosed Bearish bet against Palantir which contributed to the stock's recent decline.  In addition to that, there were broader concerns about its high valuation and overall Bearish sentiment in the tech sector.  This decline occurred despite Palantir's strong Q3 25 earnings report.  What To Consider : Despite Bearish sentiments, some analysts like W
      1.47K1
      Report
      Will Palantir Fill the Gap at USD 160?
    • WeChatsWeChats
      ·11-16
      $Palantir Technologies Inc.(PLTR)$   🔥 Palantir’s Pullback Isn’t a Breakdown — It’s a Launchpad. Is $160 the Golden Reload Zone? $PLTR Palantir dropped 7% yesterday, sliding toward the $160s — and instantly the doomers came out calling the rally over. But if you look closely, this wasn’t a trend failure. It was a classic Palantir shakeout — the kind it uses to trap the weak hands before ripping again. Zoom out. PLTR has been one of the strongest trending AI names in the entire market. Every aggressive push higher has been followed by: A fast flush A gap fill A violent rebound This stock likes to clear leverage before moving to its next target. And right now, the chart is setting up the exact same pattern again.
      347Comment
      Report
    • nerdbull1669nerdbull1669
      ·10-31

      Palantir (PLTR) AIP and Commercial Segment Strong Growth For Earnings Surprise

      $Palantir Technologies Inc.(PLTR)$ is scheduled to report its Q3 2025 earnings on Monday, November 3, 2025, after the U.S. market close. I have a long-term position on Palantir which I believe it could be making another new highs for upcoming earnings. Q3 2025 Earnings Analysis & Key Expectations The consensus among analysts points to continued strong growth, but Palantir's current valuation sets a very high bar for the company to clear. Expected Financial Metrics (Consensus Estimates) Key Factors Driving the Narrative AI Platform (AIP) Momentum: The explosive adoption of Palantir's Artificial Intelligence Platform (AIP), particularly in the U.S. Commercial segment, is the primary growth engine. The company needs to show that this momentum is
      1.15K1
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      Palantir (PLTR) AIP and Commercial Segment Strong Growth For Earnings Surprise
    • BarcodeBarcode
      ·11-02
      $Palantir Technologies Inc.(PLTR)$ $Direxion Daily PLTR Bull 2X Shares(PLTU)$ $NVIDIA(NVDA)$ 🔥📈🚀 $PLTR The Calm Before a Historic Expansion 📈💹🚀 I’m watching Palantir Technologies Inc. 🇺🇸 ($PLTR) closely into its 04Nov25 earnings release after the close. The setup developing here is not just strong; it’s structurally exceptional. Across decades of market analysis, I’ve rarely seen a pattern sequence this statistically consistent or technically disciplined. Price, sentiment, and seasonality are converging into one of the highest-probability continuation setups of the current AI cycle. I’m positioned in this move because institutional behaviour, not retail enthusias
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    • ShyonShyon
      ·11-17
      $Palantir Technologies Inc.(PLTR)$   When I see Palantir dropping 7% and heading toward that $160 gap, I don't panic — I actually view it as a healthy reset. Gap fills are common after strong earnings rallies, and Palantir has always been a stock that moves in sharp waves rather than smooth trends. So a pullback into the previous gap doesn't change my long-term conviction. If the price really dips to around $160, I would see that level as a logical technical support and a place where I'd seriously consider adding. It's where sentiment often resets, and historically Palantir tends to attract strong buying interest after overreactions. For me, that area offers a better risk-reward than chasing strength. But I don'
      1.18K8
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    • koolgalkoolgal
      ·11-04

      Is Palantir A Buy or Is It Overvalued?

      🌟🌟🌟Palantir $Palantir Technologies Inc.(PLTR)$  share price has been on a tear this year as it is up a massive 175% year todate and in the past 12 months it has skyrocketed a whopping 400%.  Palantir is possibly the best performing S&P 500 stock this year. Palantir has just reported an excellent Q3 25 results on November 4.  It has exceeded analysts expectations for the latest earnings, marking its 2nd consecutive quarter with over USD 1 billion in revenue and raising its full year guidance. Q3 25 Performance Highlights Palantir reported strong results, driven by surging demand for its AI Platform or AIP in both government and commercial factors. US revenue grew 77% YoY and 20% QoQ to USD 883 milli
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      Is Palantir A Buy or Is It Overvalued?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11-04

      134% NRR: The Magic Number Behind Palantir's AI Empire. Customers Are Spending WAY More

      Palantir's Q3 2025 earnings report demonstrated robust growth momentum, with overall performance significantly exceeding market expectations. We rate this performance as "Outstanding." Revenue surged 63% year-over-year to $1.18 billion, while adjusted earnings per share reached $0.21, both substantially surpassing analyst consensus. A key highlight was the 121% jump in U.S. commercial revenue, driven by rapid adoption of its AI platform AIP and major deal signings. However, underlying concerns emerged despite robust fundamentals, as the stock experienced significant post-market volatility, swinging from a +7% gain to a -4% loss. This may reflect market apprehension over the company's elevated valuation (currently trading at over 138 times price-to-sales) and a "buy the rumor, sell the fact
      2.07K3
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      134% NRR: The Magic Number Behind Palantir's AI Empire. Customers Are Spending WAY More
    • MrzorroMrzorro
      ·11-11
      Palantir's 9% Jump Boosts Appeal of Call Options as Bulls Pile In $Palantir Technologies Inc.(PLTR)$  's 9% jump is boosting demand for call options that could pay off should the stock rally gains more steam.  Palantir shares climbed above $194 Monday, rebounding from an 11% slump last week, their worst performance since the five days ended April 4. That was the same week when President Donald Trump announced "Liberation Day," unleashing a slew of tariffs on U.S.'s trading partners and fueling a stock market sell-off.   The gains came after hedge fund manager Michael Burry, famous for his "Big Short" during the housing bubble over a decade ago, hinted that he may no longer be short Palantir shares
      543Comment
      Report