Why Palantir?

AI Summary

The author is bearish on Palantir, citing reliance on a debt-laden U.S. government and heavy capex.

PLTR — SHORT The author argues Palantir is unattractive because it depends on essentially one customer, the U.S. government, which he sees as unable to manage its $37 trillion debt amid Treasury selling. He claims the company's large capital expenditures consume incoming cash, limiting shareholder returns. He is bearish on the stock.

The company has basically ONE customer, the US government, the same government that has an unmanageable 37 trillion debt that is not going get refinanced because everyone is unloading US treasuries (with good reasons). The company has a gigantic CAPEX that swallows up any dollar that may or may not arrive.

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u/SenseiSensless Reddit r/wallstreetbets

Bearish on Palantir due to government dependence and capex

The author argues Palantir is unattractive because it depends on essentially one customer, the U.S. government, which he sees as unable to manage its $37 trillion debt amid Treasury selling. He claims the company's large capital expenditures consume incoming cash, limiting shareholder returns. He is bearish on the stock.

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