$PLTR is down 10% today.
Will it go lower?
I have no idea. Yet this is what I know for sure:
1. The business momentum is unprecedented. AIP has perfect market fit with AIP
2. The AI agents cycle has only started. That's the most critical S curve.
3. Palantir has been deploying AI agents for years in any industry and use cases. Who else?
4. Big tech still haven't released a serious challenger to AIP.
5. Still no IPO of comparable companies (Anduril, Databricks). They need high PLTR valuation...
6. The current administration (DOGE included) perfectly aligns with PLTR. Elon loves Karp...
7. Palantir's product velocity is increasing.
8. Palantir's brand is exploding.
9. Karp's brand is exploding.
10. Warp Speed has the potential to reshape the American deindustrialization. Underrated!
11. Something seems moving in Europe. 3/4 of the press releases are related to Europe - Commercial.
11. Tariffs make Palantir's solutions more appealing - "what's the impact on my business?"
12. PLTR is dropping due to general repulsion from high-beta stocks. No PLTR specific.
13. Palantir's financial can easily navigate even the worst economic conditions.
14. I am receiving a lot of messages from nervous people.
What do you know for sure?
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- Enid Bertha·2025-03-08Market is crazy oversold, hoping for a rally next week and this thing should rip!LikeReport
- Valerie Archibald·2025-03-08Palantir far exceeds the Rule of 40. The price could double from here.LikeReport
- HunterGame·2025-03-07Love your insights on PLTR! So insightful! [Heart]LikeReport
- WendyOneP·2025-03-07These are interesting topics to watch! Great job!LikeReport
