$PLTR (+8.49%) ..... so crazy this store 🫡
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568I don't know about you, but...
The current market sentiment at $BTC (+0.1%) makes me personally incredibly bullish. We are just scratching the $100k mark again and nobody seems to care.
With New Hampshire, we have the first US state with a strategic BTC reserve.
A bill also came into force yesterday in Arizona that does not allow direct investment, but transfers confiscated BTC to the state reserve. In many other states, SBR laws are currently going through the official legislative process, which you can follow here:
https://bitcoinlaws.io/reserve-race
$MSTR (+7.55%) hosted "Strategy World 2025" in Orlando from May 5-8. A conference at which BTC strategies and use cases for companies were presented.
Among others were:
- Visa $V (+1.2%)
- Dell $DELL
- Salesforce $CRM (+1.77%)
- Siemens $SIE (+1.93%)
- Palantir $PLTR (+8.49%)
- JP Morgan $JPM (+2.24%)
All of these companies are apparently involved with Bitcoin.
There are more and more strategy imitators. More and more companies are dedicating their entire business model to buying as much BTC as possible.
The funding rate is at bear market levels, which indicates a healthy, sustainable increase. There are no over-leveraged long trades in the market.
There is less and less BTC on the exchanges. The stock on the exchanges has been falling continuously for 5 years. BTC is not only being bought, it is being withdrawn from the exchanges. The supply is therefore falling continuously.
And while all this is going on, interest in Bitcoin is absolutely low, as can be seen from Google Trends.
It's interesting to see the direction in which this is all developing. What do you think?



Tech War!
$AAPL (+0.97%) attacked $GOOG (+1.97%) .
FED maintained its interest rate fearing unemployment.
$NVDA (+1.36%) is up due to Trump's decision to ease export regulation. A ripple effect started throughout the industry, moving a lot of companies up. They say "A rising tide helps all boats" and this is certainly true in $NVDA (+1.36%) 's case. In fact, I'm afraid that Nvidia might become a hype company like $TSLA (+3.67%) and $PLTR (+8.49%) ...
Regardless, the market picked up significantly in the after hours.
Also, is China looking like it is losing the trade war? Increased stimulus and rate cuts in China mean that the CCP is making it easier for Chinese citizens to borrow.
Meanwhile, the Taiwanese dollar is still getting stronger. This may become a significant headache for the US and the FED.
The Euro lost some value compared to the USD today. Still, since Trump's presidency, the Euro is stronger than it has been in years. European leaders are looking to devalue the Euro to make exports more attractive. This forex activity needs a lot of time to play out, of course.
What about "Great" Britain? The GBP is going down the drain, and my main complaint about $SCHY is that it has too much exposure to the UK. In my humblest of opinions, $VYMI > $SCHY , but I am investing in both.
Lastly, I regret not having invested more in $RHM (+3.21%) ...
🧠KI hype 2025: Nvidia, Super Micro, AMD, Palantir and Intel - between euphoria and reality?
The AI boom has had a major impact on the stock market landscape in recent months. However, a more differentiated picture emerges in May 2025:
📈 Current share price developments:
- $NVDA (+1.36%) (Nvidia): Currently at $113.54. Despite impressive AI innovations, the stock is down over 19% year-to-date.
- $SMCI (+1.09%) (Super Micro Computer): Currently trading at $32.94. Recent quarterly results showed a decline in revenue compared to the previous quarter, raising questions about the sustainability of growth.
- $AMD (+2.64%) (AMD): Stands at $98.62. The company reported revenues of $7.4 billion in the first quarter of 2025, with the data center business in particular standing out with growth of 57%.
- $PLTR (+8.49%) (Palantir): Currently at $108.86. Despite strong quarterly numbers, the stock fell over 12% due to concerns about valuation and slowing international growth.
- $INTC (+4.86%) (Intel): Quoted at $19.94. The company continues to struggle with challenges in the AI space and is trying to make up lost ground against competitors like $NVDA (+1.36%) and $AMD (+2.64%) to regain lost ground.
🔍 Conclusion:
The AI hype has undoubtedly caused significant price movements. However, current developments show that investors are increasingly differentiating between sustainable growth and exaggerated expectations.
What do you think? Which of these stocks do you think have long-term potential and which should be treated with caution?
Volatility on Volatility on Volatility
What is going on? $HIMS (-1.58%) is shooting to the moon, halfway back to its $96 highs. $PLTR (+8.49%) has disappointed investors with its meek guidance.
One of my favorite IPOs this year, $CRWV , has been doing well.
$F (+1.1%) recovered! I am still looking at a significant loss regarding it though...
One of my favorite dividend payers, $MAIN (-0.13%) , announced a dividend increase from $0.250 to $0.255 per share and a June special dividend of $0.3. I definitely will be trying to increase my position in it. Comment with how many shares you want me to get!
Last but never least, $ASML (+2.1%) has paid its quarterly dividend today. I am slowly but surely trying to build up my position while decreasing my average cost per share.
I discuss all of this and more in today's market recap! Let me know if I have left anything important out.
🙈🙉🙊🙅♂️🙅♂️😱😱😱
$PLTR (+8.49%) nnnnnnnnnneeeeeeiiiiiiiiiiiiiiiiiinnnnnnnnnnnnnnnn don't chop 😭😭😭

Go Palantir, Go Palantir
$PLTR (+8.49%) only 150% to the tenbagger... this time it works ✊

Profit-taking never hurts
To be honest, it really hurts to realize the profits but it has become due and now it is time to wait and drink chai until the prices become cheaper again 😊 of course I have not sold my entire position because I see enormous potential in Palantir 😁
Palantir Q1'25 Earnings Highlights:
🔹 Revenue: $884M (Est. $862.8M) 🟢; UP +39% YoY
🔹 Adj EPS: $0.13 (Est. $0.13) 🟡
🔹 Adj EBITDA: $397M
🔹 Rule of 40 Score: 83%
Q2 Guidance:
🔹 Revenue: $934M–$938M (Est. $898.5M) 🟢
🔹 Adjusted Income from Operations: $401M–$405M
FY25 Guidance:
🔹 Revenue: $3.89B–$3.90B (Est. $3.75B) 🟢
🔹 U.S. Commercial Revenue Guidance: >$1.178B; UP +68% YoY
🔹 Adjusted Income from Operations: $1.711B–$1.723B
🔹 Adjusted Free Cash Flow: $1.6B–$1.8B
🔹 GAAP Operating Income and Net Income expected in every quarter
Q1 Segment & Regional Performance:
🔹 U.S. Revenue: $628M; UP +55% YoY, +13% QoQ
🔹 U.S. Commercial Revenue: $255M; UP +71% YoY, +19% QoQ
🔹 U.S. Government Revenue: $373M; UP +45% YoY, +9% QoQ
🔹 Total Customer Count: UP +39% YoY, +8% QoQ
🔹 Closed 139 deals ≥ $1M; 51 ≥ $5M; 31 ≥ $10M
Contract Metrics:
🔹 U.S. Commercial Total Contract Value (TCV): $810M; UP +183% YoY
🔹 U.S. Commercial Remaining Deal Value (RDV): $2.32B; UP +127% YoY, +30% QoQ
Other Metrics:
🔹 Adjusted Income from Operations: $391M; Margin 44%
🔹 GAAP Income from Operations: $176M; Margin 20%
🔹 Adjusted Free Cash Flow: $370M; Margin 42%
🔹 Cash from Operations: $310M; Margin 35%
🔹 Net Income: $214M; Margin 24%
🔹 Cash, Equivalents & U.S. Treasuries: $5.4B
CEO Alexander Karp's Commentary:
🔸 "We are in the middle of a tectonic shift in adoption, especially in the U.S. where revenue soared 55% YoY, and U.S. commercial revenue hit a $1B+ run rate."
🔸 "We’re delivering the operating system for the modern enterprise in the AI era. Hence, we’re raising full-year revenue guidance to +36% and U.S. commercial growth to +68%."
I don't think the figures are that bad.
Palantir: Earnings
$PLTR (+8.49%) reports Q1 2025 revenue growth of 39% y/y, U.S. revenue growth of 55% y/y; raises FY 2025 revenue guidance to 36% y/y growth and U.S. comm revenue guidance to 68% y/y, crushing consensus expectations.
In Q1 2025, U.S. commercial revenue grew 71% y/y and 19% q/q and U.S. government revenue grew 45% y/y and 9% q/q.
We generated an adjusted operating margin of 44%, increasing our Rule of 40 score to 83% in Q1 2025.
We also generated $370 million (42% margin) in adjusted free cash flow in Q1 2025.