Calls
1
u/miamiinvest
Reddit r/stocks
Win Rate
100.0%
return
+33.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 17
$131.60
+33.3%
The author argues PLTR is the only software company benefiting from AI and dismisses fears that Anthropic will disrupt it, calling it a monopoly in the making. The mechanism is that PLTR's AI-centric data operational systems for enterprises and governments will become foundational, disrupting MSFT's OS and parts of SAP and Salesforce applications. The author cites a PEG of ~1.54 (price $130 / $1.34 projected 2026 EPS / 63% expected 2026 growth) and argues the stock should be at $200-230 given 3+ years of 60%+ growth. The main stated risk is not specified beyond the dismissed Anthropic bear case.
AI Software
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u/miamiinvest has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PLTR.
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