u/Ysirochinsky

Reddit r/PLTR
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-72.6%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -72.6% Long Return -72.6% Short Return -
Average Return
7d +37.4%
30d -14.0%
90d -50.6%
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Result
Result
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Theme Stance
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Side
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First Call
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P&L
Thesis
Theme
Source
Long
Jan 02
$2.35
-72.6%
SRFM as Palantir-backed software platform on Part 135
The author holds 20,000 shares of SRFM and argues it is not just a small regional airline but a long-term software and operations platform for the fragmented Part 135 aviation market. Palantir owns roughly 20% of SRFM and is deeply involved in the core SurfOS software platform. If SurfOS scales as management suggests, upside could be driven more by software economics than aircraft alone, though execution risk, timeline slippage, and dilution are acknowledged concerns.
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u/Ysirochinsky has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SRFM.

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