PALANTIR TECHNOLOGIES INC stock forum
PLTR Oh Powell, not good news for Palantir that
PLTR Doesn't look like the market took Powell's news to well. Everything is crashing
PLTR Oh, it’s going up again, what a shame, that my account is rising again…And they’re still waiting for a correction to jump back on the train.
And the funniest part is they’ll still wait for a correction to buy it “cheap,” because now it’s expensive.
The P/E is almost 400!!!!!! Oh, that’s expensive.
Whoever doesn’t sell at $80 will sell at a market cap of a trillion dollars.
Yours, Mr. Pepe
PLTR Something else to consider: % of float shorted on PLTR is 3.7%. That's extremely low. And while any long would likely love for there to be a large short interest for squeeze opportunities, the facts are, no one, I repeat, no one is shorting Palantir. That is about the most bullish sentiment indicator you can get.PLTR Something to consider: PLTR's institutional ownership currently sits at 46%. The NASDAQ100 average member ownership is at 80%. The 46% currently is a huge move up from the prior 30% level PLTR sat at prior to S&P500 inclusion in September. We know there's been an influx of institutional investment in PLTR recently with the largest influx being in Q2 and most recently, Q3. (marketbeat.com/stocks/NYSE/PLTR/institutional-ownership/). So what's the significance of this? There's a lot of chatter about this last runup being a buy the rumor scenario; that most institutions have already bought in prior to our Dec. 23rd inclusion. And while that's likely partly true, many have, many still haven't. We're still only 46% owned by institutions compared to the 80% average. High valuation could certainly play a role in that, but many of these S&P and NASDAQ100 allocations are automatic, guided by strict rebalancing guidelines these funds adhere to for their investors. What do you think happens next Monday on through the end of the year? What happens this Friday, a triple witching Friday at that, when the hedge funds rebalance? There's a huge influx of money about to come into PLTR regardless of valuation. We re-test $80 before Christmas.PLTR Something I think about a lot with PLTR: Right now, it's very expensive for companies to procure their products. Only the largest companies can afford them or those that allocate a lot of resources to operational efficiency. But PLTR has little R&D costs now. They're products are mature, years ahead of everyone else. Their earnings call in Feb for the 4th qtr is going to be something like we've never seen before as everyone is upping their CapEx spend for 2025 and those budgets were just finalized. I see nothing but green expansion as PLTR is able to cut retail pricing to enter additional markets while also increasing margin...something very rare. It's what has propelled Tesla and PLTR dominates that ability in this space. If you were a company looking for operational efficiency, would you buy a classic SAP, Workday, Netsuite? If you were revamping sales would you talk to Salesforce? If you were looking for pipeline orchestration and ticketing, would you talk to SNOW? Maybe, but likely, if you could get their ear, (which you can't right now...try it...try writing an RFP and getting PLTR to respond. They won't cause they're too busy...I know, I've tried it) you'd reach out to PLTR and look for a greater operational efficiency transformation.
PLTR Classic rug-pullPLTR Palantir looks great, what are you worried about....it's right on trend.
PLTR Don't forget that this has to be added to the Qs by market open on Monday. This selloff just gives them the opportunity to add it cheaper. But make no mistake, we have close to 33B that needs to flow into PLTR before the weeks end. I am not saying this will drive it to new ATHs or anything, but it is something to be mindful of as the trees are being shaken.
PLTR These are the tremors before the very needed correction. I am very bullish on this stock but the current valuation is beyond ridiculous. Don't say you weren't warned.