What top creators are saying about Palantir Technologies Inc.(PLTR)— Page 11

Mentioned in the context of rising bearish sentiment in the AI sector, as investor Michael Burry is noted to have a short position on the company.

Michael Burry is publicly shorting the stock, which the host interprets as a bullish contrarian indicator, suggesting the 'wall of worry' could help the stock price continue to climb.

Mentioned in the context of famous investor Michael Burry reportedly holding a short position against the stock.

A new interview with CEO Alex Karp could offer insights into the company's direction and leadership, providing potential clues on future strategy or product developments for investors.

The stock jumped 9%, recovering from a prior sell-off, which was cited as an example of positive market sentiment and a 'risk-on' day.

Mentioned positively for its ability to consistently beat high expectations, with Michael Burry's short position on the company being dismissed by the speakers.

The speaker executed a successful short-term bullish trade using call options, capitalizing on an anticipated rally in AI stocks driven by high corporate demand. He has since sold the position after the stock rallied.

A polarizing 'love it or hate it' stock. The bull case sees it as a unique 'N of one' company justifying its high valuation, while the bear case, held by Michael Burry, sees it as a significantly overvalued bubble.

The stock was down 13% for the week and was described as a high-flying AI stock that was 'particularly hard hit' during the market downturn, highlighting its high volatility and link to broader AI sector sentiment.

Tom Lee suggests it is an 'n=1 business' with transformative AI products, akin to Tesla in 2018, implying significant future growth and that it is an evolving opportunity, not a bubble.

The speaker closed their position after the stock recovered from a drop, viewing it as a 'get out of jail free card,' indicating a neutral stance now.

Part of Michael Burry's massive $1.1 billion short position, indicating a significant risk factor and strong bearish conviction from a high-profile investor.

The speaker is extremely bullish on the company long-term, calling it a "rocket ship" with "very, very good" management, but has sold short-term call options to take profits after a significant run-up.

Described as 'the most overvalued company in the world,' with a valuation driven more by its CEO's compelling narrative than by underlying business fundamentals.

A bank analyst provided a highly bullish counterpoint to a short-seller, upgrading the price target to $255 based on the thesis that Palantir's underlying infrastructure makes it a 'real winner' in AI implementation.

Extremely bullish sentiment due to a record-breaking quarter, high operating margins (>50%), and rapid customer growth. The high valuation is considered justified for the long-term story.

Recent earnings showed 'unprecedented demand' for its AI platform and massive commercial revenue growth, confirming the AI investment cycle is real and gaining momentum.

The company is executing exceptionally well and beating expectations, but its 'nosebleed' valuation (over 200x 2026 P/E) makes the stock highly volatile and requires results that significantly exceed already high expectations.

A 'battleground stock' targeted by a major short position from Michael Burry, which its CEO called 'batshit crazy' while vowing to produce better financial numbers.

Praised for an 'incredible' earnings report and has long-term potential to be a trillion-dollar company, but may trade sideways in a $150-$200 range in the medium term to grow into its valuation.

Named as a 'Winner' poised to benefit from the Defense Department's new 'commercial-first' acquisition strategy that favors existing commercial products.

Viewed as part of the long-term bullish AI theme, but the chart looks 'a little sketchy' and may be due for a correction, indicating short-term risk.

Mentioned as an example of a growth stock to consider accumulating positions in while market sentiment is highly negative.

CEO Alex Karp is highly bullish, citing 121% growth in US commercial business. However, the stock is caught in a broader sell-off and faces negative sentiment from Michael Burry's public short position, creating a balanced but uncertain outlook.

A 15% drop in shares is presented as a potential buying opportunity due to strong underlying business strength, highlighted by the CEO's comments on 'startup-type growth' and strong margins.

The speaker is very bullish, believing the company is misunderstood and its high valuation is justified by massive (68%) and accelerating growth, operating leverage, and a unique business model.

Despite blockbuster earnings and strong growth, the stock is considered 'dramatically overvalued' and a 'meme stock' that has 'lost all connection to the underlying metrics'. Investor Michael Burry has a large put option position, betting the price will fall.

Highlighted as an example of a recent sharp sell-off in a nervous market, with the stock down 10.7% in the past five days.

Mentioned as part of a significant market-wide sell-off in tech stocks, with its stock down 10.7% recently.

Michael Burry's disclosed short position is viewed as a potentially failing trade due to the company's strong performance, suggesting investors should be cautious about following his bearish stance.

Position was added to on a dip to the 50-day moving average, aiming for a short-term bounce. The trade is contrarian against a major short-seller, suggesting potential for a short squeeze.

A post titled 'ugly day' from an investor with PLTR in their bio suggests a negative sentiment and potential short-term bearish outlook for the stock, signaling possible weakness.

The speaker is long-term bullish, viewing it as a core holding for AI exposure and believes institutional buying will cause it to 'always recover' from dips. The speaker actively bought shares during the stream.

The stock is highly volatile, facing a battle between a bearish case based on massive valuation (Michael Burry's short position) and a bullish case based on 'spectacular' earnings and strong growth (63% overall sales growth).

Famed investor Michael Burry has a $912 million short position against the company. The speaker views the CEO's defensive reaction to this as a major red flag, suggesting something is 'fundamentally wrong and broken'.

Had one of the 'best quarters' and announced a new partnership with Stagwell. It remains a 'battleground' stock with strong bulls and prominent bears like Michael Burry, who has a significant short position.

Highlighted for its very high valuation (600x P/E) driven by AI hype, suggesting the stock price may be stretched and reflects significant market exuberance.

A 'battleground' stock with prominent bears (Michael Burry is short) and bulls (its CEO). It has a high valuation (100x price to sales), but shorting high-momentum stocks has been a losing strategy in the current market.

Highlighted as a key player in the AI sector with potential for significant growth and long-term opportunities, suggesting a sustained bullish outlook.

Speaker is long and it is their biggest position, indicating high conviction in the company's long-term prospects despite recent underperformance.

Specifically mentioned as a target of a very large short position by investor Michael Burry as part of a bet against the 'AI bubble'.

Specifically targeted by Michael Burry in a large short position, suggesting it is overvalued and part of a potential AI bubble.

The stock sank 8% following the disclosure of a $900 million bet against the company by famed investor Michael Burry, which is considered a major bearish signal and noteworthy risk factor.

Had an 'incredible' and 'exceptional' earnings report, but the stock fell due to its very high valuation. A guest suggested it may have hit a 'short-term top' and could trade sideways in a $150 to $200 range.

Mentioned as part of the high-valuation AI basket of stocks that are viewed with a cautious to bearish sentiment due to 'extraordinary valuations'.

Despite reporting very strong earnings and revenue growth (up 63% YoY), the stock traded down 8%, suggesting that extremely high expectations were already priced in. A short position by Michael Burry adds to the bearish signals.

Despite very strong Q3 earnings and revenue growth, the stock traded down 8%. Michael Burry has also taken a short position, suggesting high expectations are already priced in and there is significant bearish pressure.

A 7% gap down after beating earnings and raising guidance was viewed as a short-term, speculative 'sculp buy opportunity' to play for a bounce to fill the gap.

While the company is fundamentally strong and 'firing on all cylinders,' the stock is considered 'too expensive' and potentially in 'bubble territory.' The sentiment is neutral due to the conflict between strong operational performance and high valuation concerns.

Demonstrating impressive execution with 63% YoY revenue growth, but the negative stock reaction to the news suggests it is a 'priced for perfection' stock with extremely high expectations.