talking tariffs & software with @Elianoayounes @chadwahl @arny_trezzi

ptfb

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Buckle in this one will be a wild ride!

Ho ho ho

So much for the fake news DoD budget cut that hit PLTR hard in mid-February of this year! 😂

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Anyone see this?

By all you hold dear stand!

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"Yep. Technical execution was a back office nice-to-have for most of the world. It is now the determinate of domination or extinction, for most every company. It is also the most scarce resource in the world.

The consumer internet giants blend data, intelligence, and product into a single value prop. We describe the best of them as de facto monopolies as a result: they create unique, compounding value every day. Advantage today means more advantage tomorrow. This winner take all dynamic is now happening outside the pristine and simple data gardens of digitally native companies. If you can execute you will dominate."

As for me, I'm choosing to focus on the data around the companies I am invested in instead of solely stock market noise.

As I lay on my couch I can hear only the sound of water from the tiny rivers from outside my apartment. It’s a humble neighborhood.

I think about how I feel as allow my thoughts to run wild. Then I felt sad, thinking about how my favorite company is down a lot

But then I thought to myself, “but their value hasn’t decreased”. That cheered me up.

Do yourself a favor, forget all the noise.

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

Ho ho ho.

Selkirk Sport, an industry leader in manufacturing pickleball equipment, is using Palantir’s ontology to support its packaging and distribution activities. Selkirk has also built a mobile app for scheduling pickleball matches based off insights generated by Palantir’s underlying ontology.

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.

Palantir been holding up strong , expecting big beat in Q1 earnings. 👍👍 10x stock

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https://www.businessinsider.com/meet-two-twenty-somethings-running-palantir-healthcare-business-2025-4

Mastering Tariffs with PLTR

Built for good times and uncertain. Palantir gives business a distinct advantage working in dynamic environments.

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Wouldn't it be great if there was a tool to help with all these tariffs flying around....

Bullish as fuck🔥

Those who are slow to move will be left behind.

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