Palantir at $130 — Overreactio-To The Moon - Tiger Brokers Online Investing Community

Palantir at $130 — Overreaction or Reality Check?

The selloff isn’t just price — it’s narrative.

Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government.

The real risk isn’t collapse — it’s slower growth.

At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business.

What matters next:

• Government revenue growth

• AIP deal conversion

• Commercial acceleration

My take:

Not a death spiral — a valuation reset.

Next move depends on whether Palantir can prove growth is still there.

Palantir Four-Day Rally! Bottom Reversal Confirmed?

Palantir advanced 4.75% to $142.15, extending a four-session rebound to over 14% as the $123.77 low held as effective support and the $140 resistance zone was cleared, restoring bullish narrative dominance. Michael Burry's bearish thesis — that Anthropic is "eating Palantir's lunch" via government AI contract competition — continues to diverge sharply from actual price action. If Q1 earnings deliver solid upside in government revenue, Burry's call faces direct refutation — is $150 the next target?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Frosty4ever
04-11
Frosty4ever
reasons I found for the sell off

big short Michael burry - he can make the market listen when traders jump on the band wagon. imho his track record is spotty.
truce to Iran conflict. most investments are longer term and strategic, shouldn't make much difference to contracts.
EU not engaging with pltr - room for growth elsewhere. bought that big a negative.
anthropic? superficially maybe, but unlikely to eat pltr lunch.

pltr need to pull good quarter for holders to strengthen belief
Zasper
04-12
Zasper
okay
Venice1126
04-11
Venice1126
Great article, would you like to share it?
Mousy
04-11
Mousy
Great article, would you like to share it?

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What we’re seeing now looks more like multiple compression, not a broken business.\nWhat matters next:\n• Government revenue growth\n• AIP deal conversion\n• Commercial acceleration\nMy take:\nNot a death spiral — a valuation reset.\nNext move depends on whether Palantir can prove growth is still there.</body></html>","htmlText":"<html><head></head><body>Palantir at $130 — Overreaction or Reality Check?\nThe selloff isn’t just price — it’s narrative.\nBears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government.\nThe real risk isn’t collapse — it’s slower growth.\nAt prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business.\nWhat matters next:\n• Government revenue growth\n• AIP deal conversion\n• Commercial acceleration\nMy take:\nNot a death spiral — a valuation reset.\nNext move depends on whether Palantir can prove growth is still there.</body></html>","text":"Palantir at $130 — Overreaction or Reality Check? The selloff isn’t just price — it’s narrative. Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government. The real risk isn’t collapse — it’s slower growth. At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business. What matters next: • Government revenue growth • AIP deal conversion • Commercial acceleration My take: Not a death spiral — a valuation reset. 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