u/loztiso

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+12.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return +12.5% Long Return +12.5% Short Return -
Average Return
7d -10.5%
30d -2.1%
90d -6.4%
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Result
Result
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Theme Stance
Ticker
Side
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First Call
Call Price
P&L
Thesis
Theme
Source
PLTR 1ST Palantir... Palantir Technologies Inc.
Long
Feb 03
$155.94
+12.5%
Palantir structural acceleration, US commercial +115%
Author argues Palantir's Q4 acceleration is structural rather than cyclical, citing 2026 revenue guidance of $7.182-7.198 billion and US commercial revenue projected to grow at least 115%. The thesis is that as LLMs commoditize 'cognition', legacy software firms selling cognition face margin pressure while Palantir sells the orchestration and leverage layer that makes cognition useful. The 'Rule of 127' is framed as evidence of a widening gap between AI-native enterprises and legacy software. Main risk implied is whether traditional software firms can build their own Ontology equivalent.
AI Software
REDDIT
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u/loztiso has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PLTR.

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