US · 25 entries · 20 publications
Palantir
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · I/O Fund · Beth Kindig
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble…
Substack · Jeremy - 1000xStocks · Jeremy Lefebvre
Back in 2022 everybody hated Palantir. The "smart" money on CNBC called it a consultancy with no scale. I bought it at $7. Today it is over $200.
Substack · Benzinga | Ring The Bell · Benzinga
Plus, Ray Dalio's warning, Palantir is back in the spotlight, top stories, earnings, and more.
Since publication −4.7% α −3.1 pp vs S&P 500 · USD
Substack · Burn The Index
Q4 Results vs. Fear of Forward-Deployment Engineers
Since publication 0.0% α +1.2 pp vs S&P 500 · USD
Substack · The Inflection · Miguel | The Inflection, Finn from ThesisScope
12 straight quarters of acceleration, 77% of growth from existing customers. Karp guided 149% growth; the stock price only needs two-thirds of it.
Since publication −3.3% α −3.6 pp vs S&P 500 · USD
Substack · Lorenzo2cents · Lorenzo Bastianelli
$NBIS Q2 2026 ER Update
Since publication PLTR +14.7% α +14.0 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/PuzzledBag931
Palantir's at roughly $430bn, about 75x trailing sales, ~53x on 2026 guidance of $8.15bn. FY25 revenue was $4.475bn, up 56%. Q2 2026 was up 93%, the fastest in company history. The top twenty customers each spent about…
Since publication +16.8% α +16.7 pp vs S&P 500 · USD
Substack · Equity Empire · John McHugh
Same playbook. Same data problem. A fraction of the price.
Since publication +8.9% α +9.9 pp vs S&P 500 · USD
Substack · Wall Street Insider Report · Dan Castro
+ $PLTR, $AVGO and 17 Curated Assets Cycle Analysis
Since publication PLTR +17.3% α +17.2 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Organic-Coast1155
I've got a thesis I'm testing and I'd love this sub to poke holes in it. Here's the irony: Palantir is one of the most expensive stocks on the market. Clearly not a value play, and I'm not pitching it as one. But I'd…
Since publication +6.7% α +6.8 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Silent-Complaint4020
All three stocks have been undergoing a hypergrowth stage of business. I want to go through each of their business models because many people in this subreddit seem not to really understand what they do, how they make…
Since publication PLTR +13.5% α +13.9 pp vs S&P 500 · USD
Substack · Palantir Bullets · Arny Trezzi, Emanuele Marabella
"The BEST technology company"
Since publication +13.5% α +14.5 pp vs S&P 500 · USD
Substack · Tiger Multibagger Watchlist · Tiger Multibagger Watchlist, Tiger Capital Research
Daily Market Read II | Category: Software & AI Applications | Date: August 9, 2026
Since publication +13.5% α +14.5 pp vs S&P 500 · USD
Substack · Jeremy - 1000xStocks · Jeremy Lefebvre
I bought Palantir at $7 in 2022. Back then, nobody wanted it. A niche defense contractor nobody could explain at a dinner party. A couple of us on YouTube talked about it. That was the whole audience.
Since publication +52.9% α +50.8 pp vs S&P 500 · USD
Substack · FatAlpha
More pain to come
Since publication PLTR +70.4% α +68.1 pp vs S&P 500 · USD
Institutional · eToro
The Daily Breakdown takes a closer look at market-movers like Tesla and Palantir, as well as gold’s nine-day losing streak. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…
Since publication PLTR +28.5% α +11.4 pp vs S&P 500 · USD
Substack · Maverick Equity Research
10 + 5 Maverick Charts that say 10,000 words
Since publication +42.5% α +31.0 pp vs S&P 500 · USD
Substack · I/O Fund · Beth Kindig
Palantir’s stock has defied gravity, delivering steady performance that no other AI software stock has come close to matching (yet). For investors, the Palantir thesis is two-fold: the company must continue to scale its…
Since publication +18.0% α +5.0 pp vs S&P 500 · USD
X · X @Pelicanwayre · Pelican Way Research
1/x Round 2 of this because the first post bugged out on us, Recap: not a short report, we are short some shares but there will be no formal writeup: On October 6, 2025, OneMedNet Corp. ($ONMD) issued a press release…
Since publication PLTR −10.8% α −0.8 pp vs S&P 500 · USD
YouTube · New Money
Blogs · ValueWalk
AI company Palantir had another strong quarter, easily beating Q3 earnings and revenue estimates and lifting its guidance for the full fiscal year.
Since publication +4.3% α −9.1 pp vs S&P 500 · USD
Substack · I/O Fund · Beth Kindig
Palantir leads the AI software pack in terms of strong earnings reports this past quarter as the company achieved significant milestones, the most impressive being US commercial revenue grew 93% YoY and 20%…
Since publication +11.6% α −3.6 pp vs S&P 500 · USD
Substack · Equity Radar
When a stock rises 420% in a year, it’s either the next Amazon or the next Enron.
Since publication PLTR +33.8% α +10.9 pp vs S&P 500 · USD
Blogs · ValueWalk
Palantir stock dropped 9% on Tuesday after the company announced strong Q1 earnings and raised guidance. So why was the stock down?
Since publication +82.7% α +45.7 pp vs S&P 500 · USD
Substack · The Mining Stock Journal · Dave Kranzler
NOTE: The commentary below is from the February 9th issue of my Short Seller’s Journal. $10 of pain led to $24 of gain - so far.
Since publication +126.4% α +97.5 pp vs S&P 500 · USD
Substack · Daily Palantir · Amit Kukreja
Morgan Stanley upgrades/downgrades at the same time
Since publication PLTR +201.7% α +170.3 pp vs S&P 500 · USD
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.