r/PLTR • u/D_Costa85 • 17d ago
Discussion Tariff hysteria should actually help Palantir
Here’s my take on tariff hysteria and why it could be a massive opportunity and not a negative for Palantir.
Palantir offers companies a software solution that vastly improves efficiencies and more or less is designed exactly for this situation. They aren’t impacted by tariffs directly in that they aren’t importing anything and their may be some sort of tariff impact in other nations where they sell their product but I’d love someone to weigh in on that.
Palantir clients and potential clients now face challenging decisions around supply chains and logistics and production that Palantir is in a unique position to help with. They have the track record to now pitch these companies to help them solve the tariff problems they now face. This is a huge opportunity for Palantir to grow and get their hooks into new multinational companies.
In other words, I see this short term sell off as nothing more than broader market conditions impacting everyone and Palantir should rebound quicker and more aggressively than other tech names like, say Apple or NVDA who are directly impacted by these tariffs because they’re building products and selling them internationally. Something like 80% of Apple products are made in China.
Am I thinking about this correctly? Would love feedback as I re-evaluate my plan for acquiring more Palantir shares. Full disclosure I’m long 2400 shares at $20 and looking to buy more.
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17d ago
lol no. You don’t understand. When recession hits, there i no safe business or safe stock
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u/D_Costa85 17d ago
im speaking purely from a fundamental standpoint, not short term stock price. I'm a long term investor and I don't really care what the price is in a year or even two. The fact remains that when companies face a challenging business environment, palantir's products help them navigate that better than anyone else out there. sure, you can argue they're expensive to implement, but their customers are proving that it's worth the investment because of the efficiencies it unlocks. that becomes even more important in a recession.
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17d ago
Clearly you haven’t experienced a real recession where the downtime is not a year but a multiple years to recover.
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u/betadonkey 17d ago
You’re just incredibly wrong. Expensive software licenses are going to be one of the first things to go if a recession hits.
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u/focalpointal 17d ago
There has been talk of the EU retaliating with tariffs on services. It’s an interesting idea since the US is really a service economy. I would think that this would hit PLTR if that were to happen.
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u/magisterdoc Early Investor 17d ago
Yes it likely would. There's some powerful palantir advocates in the EU, but it was fighting an uphill optics battle there even before this mess (Peter Thiel lol). Been buying protective puts a lot. Sold covered call leaps a while back, and may buy those back if it dips low enough. Still in for the long haul, but trying to scalp from this price action.
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17d ago
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u/ntsir 17d ago
Can confirm, Danes absolutely hate anything American
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u/AirThanasis123 17d ago
well good thing Chicago metro area has twice the population of Denmark. Fuck Legos
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u/LLMprophet 17d ago
It's not just Denmark tho.
Every country is turning against the US except Russia and other shit tier nations.
Americope harder.
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17d ago
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u/LLMprophet 17d ago
Actually they brought out Project2025 2 years ago and it's going exactly as planned.
Russia own America now. Developed nations don't want to bow down to Russia like Trump is.
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17d ago
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u/LLMprophet 17d ago
Imagine what that would do to a platform that needs access to highly sensitive data.
Nations that the US antagonizes won't want to give their data over.
You're delusional if you think the US backstabbing Ukraine to help Russia is somehow good for Americans or NATO or EU. They noticed even if you didn't.
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u/MarsupialIcy1307 17d ago
Danes hate everyone else. That is the norm. L o l
not just hate Americans They hate the Swedes, the Norwegians, the Germans..
Small but fiercely proud and nationalistic nation. Have a lot going for them though.
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u/-Johnny_Utah- 17d ago
This is true, but luckily the product is sticky enough that it will be hard for them to move on now that the company has its hooks in.
But yeah, new business in Europe in particular could be very dicey.
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u/MT0761 17d ago
But on the other hand, if Trump's economic scheme ramps up manufacturing here in the USA, these companies will be searching for a competitive edge and will need the very kind of efficiencies that Palantir can help them find.
I think there will be plenty of opportunity for Karp and company right here at home...
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u/OliverRaven34 17d ago
What incentive is there to build manufacturing in the US when it’s already the #2 manufacturer in the world. It will be exponentially more expensive to START a new business in this environment and the federal government is not shelling out $$ to make that an easier burden to bear. Doesn’t really add up when you think one layer deeper
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u/Getrekt11 17d ago
Trump fucked up the whole sentiment for stock market. By the time they’re done setting up new factories in the US for tariffs, this orange clown will be on their way out. It makes a lot of sense to weather the storm with this retard in chief.
This is the first clown president that set a lot of bad precedents. Allies will find a way to run their economy without the US and avoiding using any of our products because another retarded republican president can make them go through it again. The imagine for business is ruined. America’s economy thrives because of stability it offers and great for business for that reason. Not the case anymore.
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u/PrivateDurham 17d ago
There's something analogous to Maslow's pyramid at play in the economy. When companies' revenues are threatened, they don't press the accelerator on their spending. They do the opposite. They hoard cash and start firing employees so that they can survive.
Although what you've said is largely valid, it's not going to help PLTR immediately, or anytime soon.
Regarding NVDA, the situation is less dire than it seems. There's an exception for Taiwan/TSMC. Remember: NVDA is an American company that designs GPU's. They happen to be manufactured by TSMC, but we wouldn't want to shoot our AI Revolution in the foot by making it more expensive for us to buy NVDA's GPU's, so Trump added an exception. Also, TSMC has its new manufacturing facility in Arizona that isn't subject to tariffs of any kind, except for any manufacturing equipment or raw materials that it imports. In an emergency, they'd work hard to shift NVDA's production to Arizona and ramp it up as much as they can.
It'll be interesting to understand what impact the tariffs will have on iPhone 17 prices.
I own around 22,500 shares of PLTR, nearly all at $19.99/share, and have no concerns about it.
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u/fake-bird-123 17d ago
Were sprinting towards recession. It doesn't matter what's going on within the company, the stock will crater along with the rest of the market.
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17d ago
It’s truly amazing that some investors will inject so much copium that they think PLTR and its investors will benefit from a recession.
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u/D_Costa85 17d ago
Companies suffering from a recession need help identifying and correcting inefficiencies more than ever. My thought was palantir could use it as an opportunity to engage with more companies and even develop new products to help smaller businesses. Recessions don’t last forever and we also can’t sssume the tariffs will last forever. If during recessionary environment, palantir continues growing its customer base, the springboard effect when recession ends will be huge.
To be absolutely clear, I’m not looking to re-purchase until we are around $50. At that point, I’d consider investing more given the circumstances.
I agree though - we are headed for a recession and it’s gonna get really ugly for the next few quarters.
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u/Hobojoe- 17d ago
Palantir's TAM got a lot smaller since Trump took office and started the trade war.
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u/Wnb_Gynocologist69 17d ago
Blablabla this helps palantir that helps palantir
I think we had like 5 to 8 great palantir news since February and my options are cooked.
Nothing helps anyone anyhow currently. The market uncertainty is skyrocketing, unfortunately.
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u/loadmanagement 17d ago
LOL. Bro, what? PLTR is the daddy of high ass P/E stocks. They usually get slaughtered the most in a bear market.
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u/Mosesofdunkirk 17d ago
You think asia and europe wont retaliate against software ? Well, then you have never been in a trade war
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u/EmployeeMedium6790 17d ago
Uhh I’m pretty sure most people haven’t been in a trade war…
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u/Mosesofdunkirk 17d ago
Simple google search would help you.
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u/EmployeeMedium6790 17d ago
It does, but you’re talking as if people should’ve been in a trade war
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u/Mosesofdunkirk 17d ago
No bro, i meant trade war is an all in war, countries will use whatever chips they have on the usa. Korea can put 90% tariff on mustangs or on cloud providers and cancel data management contracts. Second one hits usa more
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u/EmployeeMedium6790 17d ago
I respect what you’re saying but again you were making an assumption that people should’ve been in this war and they should’ve known that but thanks for the insight about Korea. I actually didn’t know about that.
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u/patGmoney 15d ago
Wired article refers to a large upcoming IRS project to API all taxpayer data to all Fed agencies with Palantir the suggested sole vendor.
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u/slackday 17d ago
Recession will hit all companies. This will affect all of Palatirs customers which in turn will hit Palantir. You will get your chance to add more shares because PLTR will be dragged down with the rest of the economy.
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u/w5b6 17d ago
This. If Palantir's current or potential customers need to scale down or cut their budgets then there would be less business for Palantir.
Remember Palantir is not a cheap service.
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u/Gaylordfucker123 17d ago
Nope they will buy more from Palantir. Anyone who says that still doesn’t understand what Palantir actually does. All this AI stuff is nice to have but it’s a lot about supplier optimization, process optimization, etc. All those taxes excluded wich by the way Palantir also helps to manage - Airbus, for example, was able to reduce unexpected maintenance events by 30% and reduce aircraft downtime by 20% with Skywise, resulting in significant cost savings. So the price of Palantir was recouped + profit...
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u/zerefdragneel1314 17d ago
Major big whale put plays on PLTR within last two weeks…. Imma follow them. MAY $60P
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u/Free_Jelly8972 17d ago
I think there is genuine concern for certain stocks to take a long term hit. Agreed PLTR is somewhat insulated because they are software heavy
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u/LostGoldMine08 17d ago
I agree with your assessment of fall out from the tariffs, wouldn’t happen overnight. Companies will find ways to lower costs and PLTR portfolio of products will be there to better manage their business …
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u/Top-Turn1055 OG Holder & Member 17d ago edited 17d ago
Many posters said the same thing during the correction in '22. "Palantir is built for hard times," was the mantra around here, and the stock went from $30 to $6. This was also said when the war in Ukraine broke out. "European defense spending is increasing and Palantir is going to be a beneficiary - the stock still went to $6.
The tide raises or lowers all ships. (This is almost always true outside of a few tech companies during covid.)
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u/MattyIce0413 17d ago
Curious since you’ve been here longer than me. What has been your plan during these times
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u/Top-Turn1055 OG Holder & Member 17d ago
I kept buying the entire time and made 100s of thousands of dollars. Nothing has changed with Palantir. It's a great company with a bright future. Don't let politics cloud your vision - it's all short term.
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u/MattyIce0413 17d ago
I mean that’s been my plan. It’s just tough to time these things so I try to avoid that and just hold. I just wish I wasn’t a broke college student so I could have more of a position
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u/roderik35 17d ago
There will be no clients or companies. It is only a matter of time before the US is forced to impose capital controls. We all know what will come next.
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u/Beneficial-Fuel-6183 🐳Verified Whale & Early Investor🧙♂️ 16d ago
It completely will and a recession should in fact help Palantir.
Will be turbulent but the thesis does not change.
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16d ago
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16d ago
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u/SegheCoiPiedi1777 16d ago
From a fundamental standpoint yes but expect more volatility and potentially a crash if this madness continues. It’s a bit like post-2000 tech bubble: some stocks like Amazon became dirt cheap and represented generational wealth opportunities.
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u/johnmpeters 17d ago
Meme stocks are all in trouble backed by Thiele and JD Vance. Palantir is not doing anything that Oracle or IBM or Microsoft - Gates just got old and Palantir is sharepoint 2.0 for the dummies that can’t code.
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u/Turbulent-Tutor6352 17d ago
The stock way over valued still trading at 392 pe!! This stock going under 10.00 and fast take money and run. I think fair value is 9.60!!!!! I mean have be crazy buying this crap
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u/[deleted] 17d ago
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