PLTR · Palantir Technologies Inc.Palantir Technologies Inc.
📋 Andruil awarded a $20B cumulative total contract by the US Department of War, which is positive for its supply chain and integration partners including PLTR, KRKNF, SPIR, and ACHR
Andruil awarded a $20B cumulative total contract by the US Department of War, which is positive for its supply chain and integration partners including PLTR, KRKNF, SPIR, and ACHR.
Evidence & details
- +Triple digit forward P/E
- +CEO is outspoken critic of Democrats
- +PLTR was a core 'Trump Election' trade alongside TSLA and Bitcoin
- −Administration shift to Democrats in 4 year cycles could eliminate insider premium for government contracts
Chart
Post Timeline · 1 posts
$PLTR has extreme premiums with more than triple digit forward p/e. It would make a little bit more sense if they can keep compounding like that under a Trump administration. But the biggest risk factor I see that people aren't factoring in is administration shift to Democrat…
Thesis: PLTR's triple digit forward P/E and political sensitivity pose risk if administration shifts to Democrats, removing insider premium for government contracts.
The author provides ratings (Strong Buy, Buy, Sell, Strong Sell) with brief explanations for each stock. Overall sentiment is mixed: bullish on names like RDDT, SNAP, AMZN, ETOR, NBIS, LTC and several others with specific catalysts; bearish on TSLA, CRCL, PLTR, BMNR, and quantum/AI hype stocks as overvalued or cult-like.
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source ↗A comprehensive set of stock ratings for 2026, focusing on recovery plays from tax-loss harvesting and sector tailwinds in AI, semiconductors, data centers, and defense, while avoiding overvalued quantum and retail names.
source ↗Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.
source ↗Palantir's unique government AI programs (e.g., Venezuela) make it incomparable to SaaS companies like Hubspot, justifying its valuation despite Burry's short thesis.
source ↗PLTR's triple digit forward P/E and political sensitivity pose risk if administration shifts to Democrats, removing insider premium for government contracts.
source ↗AI is not a bubble; the US government's use of Palantir and Anthropic AI to neutralize geopolitical threats demonstrates the critical importance of AI, presenting a once-in-a-lifetime investment opportunity in the AI buildout and geopolitical arms race.
source ↗Andruil awarded a $20B cumulative total contract by the US Department of War, which is positive for its supply chain and integration partners including PLTR, KRKNF, SPIR, and ACHR.
source ↗No qualifying thesis event for 45+ days.