PLTR Palantir Technologies Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
01:11
02 сен
02 сен
Author mocks subscription-style content creators and reflects on past Palantir relationships.
Author mocks subscription-style content creators and reflects on past Palantir relationships, but makes no directional trade call on the stock.
Низ.
21:22
01 сен
01 сен
PLTR could become core defense layer
Notes TITAN deployment could become a repeatable Army architecture, potentially making PLTR a core defense layer, but gives no explicit buy/sell direction.
Низ.
09:13
01 сен
01 сен
PLTR favored over SNDK long-term
Long PLTR over SNDK for a decade-long investment horizon; the author views PLTR as the more attractive long-term pick.
Сред.
02:39
01 сен
01 сен
Palantir benefits from enterprise agentic AI
Watch Palantir as an enterprise workflow/execution owner benefiting from agentic AI adoption; no author position.
Сред.
00:49
01 сен
01 сен
Author highlights past 10x winners and current high-conviction setups.
Author highlights past 10x winners and current high-conviction setups, framing them as his own research and positions, with SPCX flagged as a warning for sector turbulence.
Низ.
23:59
31 авг
31 авг
Palantir profitable growth was unjustly sold.
Cramer argues Palantir never deserved to fall because its revenue growth plus profit margin sums to 155 on the rule of 40, making it hard to sell such profitable growth.
Выс.
21:35
31 авг
31 авг
Author acknowledges PLTR as a past winner and likes the name but explicitly dismisses it.
Author acknowledges PLTR as a past winner and likes the name but explicitly dismisses it as a power name, offering no current position or forward call.
Низ.
15:19
31 авг
31 авг
Regret trimming PLTR position heavily
Author expresses regret over not buying INTC and selling most of their PLTR position, framing both as past actions rather than current forward-looking calls.
Низ.
03:20
31 авг
31 авг
Software with data moats leads AI.
Salesforce's post-earnings surge and Workday's strength show software companies with large existing customer data have a moat in the AI era because that data becomes the input for AI analysis. Microsoft is near record highs and Palantir is near new highs, supporting continued software momentum.
Выс.
22:12
30 авг
30 авг
Software data moat supports continued outperformance
Software stocks remain strong because companies with existing proprietary data have a durable AI-era moat. Salesforce surged nearly 30% after earnings, Workday rose after raising margin guidance, Palantir is near new highs, and Microsoft is near all-time highs. Park sees AI monetization entering a new phase in which software companies leverage existing data and customer relationships rather than collapsing.
Выс.
14:22
30 авг
30 авг
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy.
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy, and space, but frames it as exposure ideas rather than current positions or explicit buy calls.
Низ.
21:00
29 авг
29 авг
AI software recovering, Palantir leading it.
AI software was weak through June but bottomed around July 23 and is now recovering. Palantir's earnings surprise is the main driver with a 46.2% August gain, while Intuit, ServiceNow, Salesforce, Adobe and Microsoft also rebounded, suggesting money is rotating back into AI software after the earlier selloff.
Сред.
13:12
29 авг
29 авг
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
18:00
28 авг
28 авг
Palantir price extreme; correction to 75-80.
Palantir's business is fine, but valuation is extremely high at about 69x earnings. Solodin says from such prices it can easily correct from 180 toward 75-80 and he would not enter now.
Выс.
15:00
28 авг
28 авг
SaaS companies will monetize via AI routing.
SaaS and enterprise software companies will experience a resurgence by acting as AI model routers, monetizing their proprietary user data by routing queries to cheaper open-source models and capturing the spread, similar to payment for order flow.
Сред.
14:45
28 авг
28 авг
The author observes a year-long sector rotation pair trade between AI and SaaS names.
The author observes a year-long sector rotation pair trade between AI and SaaS names, questioning the narrative that one sector's gain must hurt the other, without taking a directional position.
Низ.
03:00
28 авг
28 авг
AI monetization benefits software names.
Nvidia said AI has started making money and reached an inflection point; this triggered buying in software, with Salesforce, Palantir and CrowdStrike rallying. The speaker views this as the most important point: AI is entering monetization and buying is spreading toward AI software.
Выс.
23:42
27 авг
27 авг
A very good consulting company breaking resistance.
Palantir is a very good consulting company and the stock is poised to break through key resistance levels.
Выс.
22:00
27 авг
27 авг
Software earnings prove AI monetization now
The speaker argues AI has moved from an infrastructure spending story to a monetization story. Nvidia's conference call said software companies are beginning to earn money from AI, and the market responded to blowout results from Salesforce, Oracle, Palantir, ServiceNow and Adobe. Supply rotated out of crowded semiconductors into software, giving software a clear win over hardware.
Выс.
19:11
27 авг
27 авг
Author promotes past winning trades as free setup examples but frames them as historical.
Author promotes past winning trades as free setup examples but frames them as historical performance, not current positions or forward calls.
Низ.
13:25
27 авг
27 авг
Hyperscalers and software benefit from Nvidia demand.
Nvidia's massive revenue forecast is most directly bullish for hyperscalers and software/cybersecurity second-derivative trades, including Microsoft, Alphabet, Amazon, Palantir, and CrowdStrike, as investors position for the next phase of the AI trade.
Выс.
10:00
27 авг
27 авг
PLTR is experiencing a price pump on notably low trading volume. Low volume pumps are historically weak and prone to rapid reversals once standard selling pressure resumes. Enter a short position or buy puts to capitalize on the expected fade of this low-conviction rally. The broader AI bubble and market momentum could drag the stock higher regardless of volume.
Низ.
19:07
26 авг
26 авг
Author provides a full portfolio update confirming new and added long positions in GILT, PL.
Author provides a full portfolio update confirming new and added long positions in GILT, PL, RKLB, MRVL, PLTR, and OUST, while noting a prior closed GOOGL position after a 161% gain.
03:16
26 авг
26 авг
Strong contract growth makes Palantir valuation attractive.
Palantir is showing strong revenue growth and a surge in new contracts, making its valuation multiple more attractive, although competition from other software firms is increasing.
Сред.
02:23
26 авг
26 авг
Palantir offers strong growth despite rising competition.
Palantir's revenue growth and order backlog are accelerating strongly, and its EV/EBITDA multiple has compressed from 200x to around 60x, making it relatively more attractive. While the stock can continue to rise based on strong earnings growth, investors should not expect multiple expansion due to rising competition from Anthropic, Mistral, and big tech entering the space.
Сред.
10:00
25 авг
25 авг
PLTR is exhibiting weak price action, described as being in a "downward dog position." The technical weakness in a low-volume, choppy broader market provides a shorting opportunity. Short PLTR based on its current downward momentum. The broader market could experience a sudden "fake pump" or short squeeze.
Низ.
00:01
25 авг
25 авг
Great spec with an amazing quarter.
I am not backing away from my bullish call on Palantir. The company had an amazing quarter. While it is a speculative stock, the thesis is intact and I'm sticking with it.
Выс.
21:06
24 авг
24 авг
Author implies AI hype-driven software names like PLTR are overvalued if LLM monetization stalls. A de-rating of AI growth expectations would hit PLTR’s valuation hard. Bearish on AI narrative stocks with long-dated puts. Government/defense contracts provide a sticky revenue base for PLTR.
Низ.
16:35
24 авг
24 авг
Palantir benefits from sovereign AI data
AI sovereignty is becoming a hot-button issue because enterprises want to retain control over their own data rather than hand it to OpenAI or Anthropic; Nvidia and especially Palantir are focused on sovereign AI data because controlling data can create a competitive moat and marginalize competing models.
Выс.
11:20
24 авг
24 авг
Enterprise AI demand is real
Dan Ives argues the AI demand cycle is real and not just CapEx circularity; he points to Palantir earnings and Microsoft's quarter as evidence that enterprises are signing on and giving a bright green light to accelerate AI initiatives.
Сред.
Об аналитическом покрытии PLTR
Buzzberg отслеживает PLTR (Palantir Technologies Inc.) в 119 источниках. Бычьих сигналов: 262, медвежьих: 42, от 216 аналитиков. Сентимент преимущественно бычий (29%). Всего отслеживается 747 торговых идей. За последние 7 дней: бычьих: 11, медвежьих: 1, наблюдение: 10. Последние спикеры: endicottinvests, finnstockinger, ParadisLabs.