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01-30
$Palantir Technologies Inc.(PLTR)$ 

Added x2 more PLTR positions into my long term portfolio after a long time.

Support / Resistance ๐Ÿ“ˆ๐Ÿ“‰:

Support: $147.5, $142

Resistance: $152

Outlook ๐Ÿ“:

Palantir has been a monster performer, and this recent healthy cooling period has given us the perfect window to strike.

โ€‹๐Ÿš€ The Catalyst: AIP Bootcamps & The Defense "Super Cycle"

โ€‹AIP Bootcamp Velocity: Palantir has cracked the code on sales cycles. What used to take 6 months now takes 5 days through their AIP Bootcamps. This is leading to an explosion in "Net New Customer" acquisitions. ๐Ÿ’ฅ๐Ÿ’ป

โ€‹The Military-Industrial "Brain": With global tensions rising, Palantir's Foundry and AIP have become mission-critical for the U.S. Army and Navy. We are entering a "defense super-cycle" where Palantir is the primary software beneficiary. ๐ŸŽ–๏ธ๐Ÿ›ฐ๏ธ

โ€‹S&P 500 Momentum: As a core member of the index, the constant "passive flow" from ETFs provides a persistent bid under the stock. We are buying the dip before the next quarterly index rebalancing force-buys more.

Invest safe, Tiger friends! [Allin]  

PLTR
01-30 22:59
USPalantir Technologies Inc.
SidePrice | FilledRealized P&L
Buy
Open
147.70
2
+6.02%
Holding
Palantir Technologies Inc.
Palantir Beats & Jumps! Restart Bull Run in 2026?
Palantir delivered a Q4 earnings beat and issued upbeat guidance, reinforcing its position as a direct beneficiary of accelerating AI adoption. Demand remains strongest from U.S. government and defense customers. After a sharp drawdown earlier in the year, the results helped restore confidence that Palantirโ€™s growth is driven by real enterprise and government AI spending. Shares jumped 7% in overnight trading. Can government-led AI demand sustain growth into 2026? Is Palantir entering a durable re-rating or just a relief rally?
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Comments

  • MichaelPerez
    01-31
    MichaelPerez
    Spot on! Palantir's defence super-cycle is gold. Buying now rocks. [็œ‹ๆถจ]
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