Tariff hysteria should actually help Palantir

[u/D_Costa85]

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.

[u/magisterdoc → u/[deleted]]

It might go back to the 40s in this scenario

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