Calls
3
Alex Karp
CEO, Palantir
Win Rate
66.7%
return
+12.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$131.70
+27.0%
Palantir's deep enterprise integration and implementation expertise create a durable competitive moat that large language models cannot replicate. LLMs are probabilistic and unsuitable for mission-critical tasks like manufacturing or defense, while Palantir is the backbone that actually runs the frontier AI work that companies like Anthropic showcase publicly. Short-term investor fears about LLM disruption are unfounded, and Karp is betting heavily that implementation will capture the value.
AI Software
Long
Jul 01
$195.89
+11.4%
The only parts of the AI stack that actually generate profit and free cash flow are the application layer (Palantir's Ontology) and compute (Nvidia). Enterprises are unhappy with token-based models that create no value and risk transferring IP and alpha. The Palantir-Nvidia partnership gives customers control over compute, models, data, and alpha, positioning both companies to capture value as trust shifts toward secure, controlled AI.
AI Compute
Long
Sep 02
$44.00
-0.3%
AI buildouts require very large amounts of electricity; Karp points to France's move to build and stick with nuclear as what is likely powering it and calls for a nonpolitical conversation about how to get power, supporting nuclear as a critical input for AI infrastructure.
Thematic ETFs
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Alex Karp has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: PLTR, NVDA, URA.
