What top creators are saying about Palantir Technologies Inc.(PLTR)— Page 3

Acts as a notable backer and partnership alignment for Zeta Global, sharing a similar early enterprise growth strategy.

Smashed earnings this week and represents one of the author's biggest stock positions.

Subject to an active short position amid enterprise software valuation headwinds and margin compression risks from AI.

Experienced immense upward momentum with short sellers losing $3 billion, though investors should be mindful of premium valuations.

Experienced a major gain of 29% and officially broken market structure to the upside, making pullbacks potential dip-buying opportunities.

Recently saw a massive 30% surge, with previous dips considered an absolute no-brainer gift for investors.

Palantir registered a monster quarter with revenue up 93% year-over-year, commercial sales up 149%, net income reaching $1 billion, and strong demand for enterprise AI.

Reported Q2 revenue of $1.94 billion beating expectations, raised full-year guidance to $8.15 billion, and showed massive enterprise demand for AI sovereignty.

CEO Alex Karp dismissed frontier lab valuations, emphasizing practical AI implementation in American industry, the Department of War, and growing GDP as drivers of success.

Reported strong Q2 2026 earnings with revenue up 93% YoY to $1.94B, GAAP net income of $1.062B, and raised full-year guidance to $8.15B.

Reported record Q2 2026 revenue of $1.94 billion with 93% year-over-year growth, raised full-year guidance to $8.15 billion, and maintained a Rule of 40 score of 155%.

Reports Q2 2026 results with expectations to announce $1.8B in revenue and over 50% operating margins; extreme conviction that the company will win in the age of AI through strong execution and enterprise application layer focus.

Reported strong growth metrics including 93% year-over-year revenue growth and acceleration in US commercial revenue, though initially faced a short position due to TCV concerns.

Demonstrating strong year-over-year growth around 80% and strong operating margins, making it one of the most profitable and high-growth software options in enterprise AI.

Protected from commoditization risks due to its unique forward-deployed engineering model and alignment with measurable enterprise value creation.

Foundational software play with high long-term conviction supported by robust enterprise adoption of AI foundry platforms.

Palantir presents a strong enterprise-software play for investors looking for exposure to secure, on-premises AI deployment and application management.

Collaborating with the Department of Government Efficiency (DOGE) for the second Trump administration, creating potential policy catalysts.

Breaking out to 126, though valuation highs may have gotten ahead of fundamentals.

Palantir is among the initial signatories supporting open-source AI models, emphasizing the industry-wide division over proprietary versus open-weight tech.

Bearish view as its core thesis regarding an ontology layer for LLMs is becoming obsolete as AI models handle raw data directly, and it faces increasing competition from frontier labs.

Bearish sentiment due to the erosion of their competitive advantage as AI models improve, competition from OpenAI and Anthropic deploying forward-deployed engineers directly to enterprise clients, and a high valuation trading at elevated multiples of sales.

Traded lower during broad market risk-off phases despite strong underlying enterprise demand and institutional adoption of its ontology platform.

Palantir's inclusion in the NVIDIA-backed Open Secure AI Alliance highlights its ongoing entrenchment in critical national security, defense, and enterprise software infrastructure.

Participation in high-profile security alliances highlights Palantir's integration into the broader enterprise and defense AI infrastructure landscape.

CEO Alex Karp emphasized unprecedented demand and massive enterprise adoption of its ontology and AIP offerings, positioning the company for long-term trillion-dollar growth.

Palantir is a major participant in the Open Secure AI Alliance, joining efforts to promote open-source AI as a cybersecurity asset.

Mentioned as a strong performer and active mover in the general equities market.

Noted for its strong enterprise positioning and rising role in services and AI deployment.

Showed relative resilience and slight green figures during the broader market sell-off.

Anduril's revenue and valuation multiples could mirror Palantir if it opens up to commercial security applications.

Bought at $125.85, views $120 as dip-buying opportunity, 85% revenue growth last quarter, high margins, partnership with Nvidia to deliver open-source models, but warns negative earnings from IBM could drag it down short-term due to algorithmic trading.

Faces competition from big tech copying its forward-engineer model, potentially pressuring its premium valuation.

Host is bearish on Palantir, lacks conviction but no compelling bullish case.

Could benefit from rotation into software if ServiceNow beats earnings.

Its high-touch 'forward-deployed engineer' service model is being mimicked by hyperscalers to handle AI integration complexity.

Beneficiary of investor rotation away from hardware toward AI software and products.

Viewed as a long-term beneficiary of lower AI model costs which could increase software margins.

Beneficiary of 'memification' strategy where high P/E ratios are used as currency for growth.

Demonstrated resilience during the hardware sell-off due to the strength of software-based AI models.

Identified as a 'cult-led' company with high memetic value that can leverage its valuation for acquisitions.

Likely to benefit from the 'Trust Deficit' in AI as enterprises seek secure, non-leaky data environments for AI operations.

Benefits from a 'social premium' and cult-like following around founder Alex Karp.

Recovered from premarket lows to close up 3% at $135; noted for high options activity.

Significant growth expected from US commercial revenue and government 'Programs of Record' like Project Maven and Titan.

Down significantly as money flows out of SaaS due to longer deal cycles and budget reprioritization.

Stock showed resilience and market favor for its value-driven enterprise transformation model despite broader sector pressures.

Saw significant price drops following IBM's news, viewed as a comparable in enterprise services.

Viewed as a 'buy the dip' opportunity following a sector-wide sell-off triggered by IBM's poor results.

Likely a short at current levels due to overvaluation and a high 'narrative premium' relative to fundamentals.