What top creators are saying about Palantir Technologies Inc.(PLTR)— Page 19

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.

Despite a record quarter and boosted forecast, the stock fell. The CEO acknowledged the valuation is in a 'nosebleed zone' and Michael Burry announced a short position, indicating major valuation concerns.

Mentioned as an asset to consider during a period of heightened market anxiety, suggesting a potential contrarian buying opportunity.

Its stock chart is used as a positive fractal comparison for Galaxy Digital's potential price trajectory, implying a strong historical performance.

The stock price has dropped due to overall market sentiment despite strong Q3 earnings and guidance, which could be seen as a potential buying opportunity for long-term investors.

The stock moved higher due to better-than-expected earnings and strong guidance for the upcoming quarter, which is a bullish signal of strong business performance and management confidence.

Despite a significant intraday drop and short-seller activity, the stock has strong long-term momentum (+152.85% YTD) and the CEO is expressing confidence.

Reported a 'blowout' quarter with exceptional growth, but the stock dropped due to high valuation and a major short position from Michael Burry. Analyst targets were mostly raised.

Delivered an exceptional quarter with 63% top-line growth and strong margins, demonstrating dominance in the AI market and indicating continued growth and market leadership.

The company is executing flawlessly with 'insane' business execution and accelerating growth metrics. However, the stock is considered very expensive, which presents a significant valuation risk.

Reported 'incredible' Q3 earnings with 63% revenue growth, driven by AI platform efficiency gains and a major U.S. military contract consolidation onto its Vantage platform. Considered a dominant long-term investment despite a high short-term valuation.

Delivered a 'massive beat' on Q3 2025 earnings with 63% YoY revenue growth and raised guidance significantly. The hosts believe it is a unique, 'God tier' outlier in AI, with one stating '$200 is cheap compared to where we'll be in 10 years.' The main risk cited is its extremely high valuation, and investor Michael Burry holds a put position.

Beat earnings estimates and boosted guidance due to strong AI adoption (government sales +52%), but trades at a very high valuation (666x earnings), presenting a balanced risk/reward profile.

The company is fundamentally incredible with strong growth, but its stock valuation is at an extremely high premium, making it a very high-risk investment that is 'far too reliant on far too fast of growth.' The host is not buying at the current price.

Reported strong Q3 2025 earnings with total revenue up 63% YoY and U.S. commercial revenue surging 121% YoY, indicating robust financial health and significant growth momentum.

The author believes Palantir will beat earnings and revenue estimates, projecting over 50% revenue growth. A strong top-line beat, raised 2025 guidance, and increased operating margins are seen as crucial for sustained momentum given its current valuation.

The host is very bullish heading into earnings, forecasting revenue of $1.2 billion, significantly beating Wall Street estimates. Believes it could be the company's 'best quarter' yet, but notes the stock is high-risk as good news may be priced in.