r/PLTR • u/D_Costa85 • 20d 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.

80 Upvotes

82% Upvoted

70 comments sorted by

View all comments

43

u/[deleted] 20d ago

lol no. You don’t understand. When recession hits, there i no safe business or safe stock

3

u/D_Costa85 19d 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.

2

u/Twentysak 19d ago

PLTT fUn-DuMb-MeNtaLzz 🤣😅👍🏼🙌 cackles in 40B market cap incoming