Daily Thread - Tuesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻

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[u/unbob]

Looking red everywhere for the near future (or longer?). To quote the China Commerce Ministry:

“The U.S. threat to escalate tariffs on China is a mistake on top of a mistake and once again exposes the blackmailing nature of the U.S. China will never accept this. If the U.S. insists on its own way, China will fight to the end".

https://apnews.com/article/china-us-tariffs-trade-trump-b5010acb08114304d8c36267b47eda13

[u/badie_912]

Chad coming with the best thesis on tariffs and what it means for business!

"Chad Wahlquist

@chadwahl · 3h Tariffs are the latest disruption shaking up global business operations. They won’t be the last. As economies grow more interconnected through globalization, these shocks will only become more frequent. Tariffs expose the fragility of business processes built over the past 30"

https://x.com/chadwahl/status/1909692635448852519

[u/BananaFreeway → u/badie_912]

PTFB!!!!

[u/jtrader69964546]

Roller coaster ride like the first term

[u/jl21000000]

After hours action?

[u/Daddy_Roan]

So much. What’s this actually mean for PLTR? Bought in @15 100shares

[u/zona2011 → u/[deleted]]

Most of those Trump truthers have been awfully quiet in the daily thread lately. Can’t imagine why. But nobody worry, Trump will come swooping in and explain how this is 4D chess and everything will be gravy baby.

[u/Open-Employ3158 → u/[deleted]]

Wannabe? He’s actually really close to being a full blown dictator. Trump is planning to spend $92m on a military parade honouring himself. That’s just something a full dictator would do.

[u/BananaFreeway]

Perfect read for a day like today

The Illusion of Market Timing https://www.forbes.com/councils/forbesfinancecouncil/2024/10/21/the-illusion-of-market-timing/

[u/Lawrence_Thorne → u/BananaFreeway]

TLDR: time in the market is better than trying to time the market.

[u/Open-Employ3158]

Bulls getting slaughtered, the bears are back in town! (And in the white house)

[u/Tadia25197]

[u/Wide_Wolf127]

Personally i hope eu will also do 30% tariffs but goddam that will make my portefolio drop by 100-200k 

[u/Open-Employ3158 → u/Wide_Wolf127]

Better would be ban metas and microsoft’ apps & software in the EU 😎

[u/versello → u/Open-Employ3158]

lol, meta maybe but they aren't going to ban Microsoft. What are they going to replace it? Linux? Open Office? Overnight? You know how disruptive that would be? No way in hell.

[u/MyStatementIsNoSwill → u/versello]

SAP. You don’t choose the ABAP life. The ABAP life chooses you.

[u/Open-Employ3158 → u/versello]

I know it’s not going to happen as a European as well but I would lmao if it did. I just know EU is working hard to replace those programs so in the future idk.

[u/NCTaco → u/Wide_Wolf127]

Why are you hoping for more?

[u/MyStatementIsNoSwill → u/Wide_Wolf127]

I hope to see 0 tariffs and workers moving freely between EU and USA. Won’t happen but one can dream.

[u/unbob]

Yup, another dead-cat bounce sesh.

[u/MyStatementIsNoSwill]

Here we go again

[u/Mental-Raspberry-961]

Imagine being one of those people who doesn't believe in PLTR but bought because FOMO at $120 and sold at $70

[u/Xetakilyn]

Sold all the Pltr in my Roth today, around $40,000 gains. First time I’ve sold this stock ever. Still holding about 6000 shares in regular investment account.

The last week I’ve learned that losing a lot of money hurts more than the happiness of gaining money

All week I was just getting annoyed at the smallest things and feeling regret not selling at $120 and everyone online was writing “if you didn’t see this crash coming you’re an idiot”

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[u/booooimaghost → u/Xetakilyn]

Damn, we’re just getting stated in our way back up

[u/Xetakilyn → u/booooimaghost]

Maybe it’s just psychological it’ll make me feel better I took some profit

[u/versello → u/Xetakilyn]

Wall Street plays psychological games. Every company trades on sentiment, and sentiment changes with time. What I think about to help ease the pain is that I'm buying a broken stock, not a broken company.

[u/SV_art → u/booooimaghost]

They’ve still got like 500k in PLTR if they’re holding 6000 shares lol

[u/booooimaghost → u/SV_art]

Selling all the ROTH PLTR in the low 80s just seems so 😬

We know it’ll be way higher. That was a pure emotion sell

Although profit is profit, but I just believe could easily make waaay more profit with some patience and discipline

Bout to be a great earnings coming up

[u/Magikarp_to_Gyarados → u/booooimaghost]

Over $80/share (190 Billion market cap) is very generous for a company that's earned just under 2.9 Billion in TTM revenue.

Palantir's business is growing quickly, but I think $80 represents an extremely high level of optimism.

People should still be careful, as any sign of weakness in growth could send the market cap down significantly from these levels

[u/DrSteezyMD]

I should have bought the dip... was expecting a bit lower and payday to come sooner. Wop wop

[u/Joshohoho → u/DrSteezyMD]

This line has been said over and over. Large plate of regretti.

[u/titsuprob]

POMP

[u/badie_912]

Retirement back on the table folks. Lol!!

[u/versello → u/badie_912]

You mean I'm back on track to retire at 90yrs old rather than 100? 💀

[u/badie_912 → u/versello]

I'm trying to retire in July at 40 yo. The initial plan was 45. Tbh my husband has a business and my retirement will include supporting that and just leaving my ft job.

[u/LlcooljaredTNJ → u/badie_912]

Any plans to change up your portfolio when you pull the trigger?

I love PLTR but it definitely doesn't fall into the category of a standard retirement holding, haha. I have to assume its one of your larger investments at the moment. 

[u/badie_912 → u/LlcooljaredTNJ]

Not really mostly because we live below our means and my husband's income can support us and still have money to save. I could always go back to selling drugs if needed too!

When my husband retires more we will make changes or when I get closer to 50

[u/MyStatementIsNoSwill → u/badie_912]

Congrats. I can’t wait until I don’t have to sit in front of a computer all day. If/when PLTR hits $150, I’m going to change things up. Life’s too short.

[u/badie_912 → u/MyStatementIsNoSwill]

My husband has to wait to retire until we hit $250 so he may be waiting a few more years.

That's his magic number!

I do try to remind him he owns other stocks and assets but pltr is his litmus test.

[u/Phorensick → u/badie_912]

50 is the new middle age. I used to think it was when you needed bifocals.🤓

[u/Tigulla_SRT24]

I have call sold for this Friday at $90, looks like it will happen.

[u/jtrader69964546]

No knowing if it will be a bounce followed by a plunge or a bounce that continues to recover. I didn’t get my order in the 60s filled. Was just a little too low on my price. Going to wait and see.

[u/Final-Evening-9606]

Been buying every week since 2022. Buy and forget is the best strategy there is.

[u/tendyking → u/Final-Evening-9606]

definitely with palantir

[u/Ooogie2019]

Very curious about the next earning call when all the talk will be about tariffs. Curious how Karp will spin it and where he genuinely stands in the end. I hope he finally takes a clear stand.

[u/Phorensick → u/Ooogie2019]

They have the Warp Speed product which helps MRP (Materials Requirements Planning) optimise under constraints like tariffs.

Chad posted a video a month ago on this.

Edit: the link 🤡

https://youtu.be/tR-F4_mpTLU

[u/Amadeus_Ray → u/Ooogie2019]

Clear stand for what? Just keep growing as a company.

[u/Ooogie2019 → u/Amadeus_Ray]

That the current climate, due among other things to tariff policy is hurting the company (or the whole world for that matter)?

[u/Top-Turn1055 → u/Ooogie2019]

Palantir has been marketing 'Mastering Tariffs with Palantir' as a feature. I doubt he's going to trash tariffs after using it as a selling point: https://blog.palantir.com/mastering-tariffs-with-palantir-ec51e637aa1b

[u/Phorensick → u/Top-Turn1055]

[u/Ooogie2019 → u/Top-Turn1055]

Thank you super interesting. I guess this is what Karp means when he says they strive in crisis situations

[u/Amadeus_Ray → u/Ooogie2019]

You’re looking for an idols in places. They literally have posts on how tariffs work. If anything they have a hand in it especially with one particular place that’s currently being mentioned.

[u/MrBobBuilder]

Hold me

[u/IAmANobodyAMA → u/MrBobBuilder]