Thinky Parts (human algorithm)
Blaze TrendsPalantir obliterated Q1 estimates with $1.63 billion in revenue. U.S. commercial growth skyrocketed 133% as the company closed 206 deals over $1 million. #Palantir #PLTR #StockMarket #Business #AI
https://blazetrends.com/palantir-stock-surges-as-historic-q1-earnings-reignite-the-nvidia-ai-rivalry-debate/?fsp_sid=9354
bikepedanticA publicly-traded company posting something like this is just the sort of hubristic act that we’re gonna look back on in a year and be like, “holy shit that was quite a bubble!”
#$PLTR has been huffing too much of its own inevitability farts. Divest from the racist NASDAQ, folks!
Reminder that #$PLTR makes up about 1% of the NASDAQ 100 index.
If you have a 401K or other stock holdings, taking you cash out of the NASDAQ not only defunds gutter-racist creepy surveillance firm, it helps lessen your direct harm from the coming AI bubble burst.
RE: https://bsky.app/profile/did:plc:2whlowi5jjjqrdrrj4lxh2lx/post/3mjtot35nxk2n
RE: https://bsky.app/profile/did:plc:2whlowi5jjjqrdrrj4lxh2lx/post/3mjtot35nxk2n
NewsletterTFTrump's Endorsement Offers Fleeting Balm Amidst Palantir's Stock Woes
Donald Trump endorsed Palantir Technologies, but the stock dropped 8% on Thursday due to competition from AI startup Anthropic, raising investor questions.
#PalantirStock #TrumpEndorsement #AICompetition #MichaelBurry #PLTR
https://newsletter.tf/trump-backs-palantir-stock-amidst-ai-competition/
Palantir's stock fell over 16% in one week, a bigger drop than seen since February 2021, despite a recent endorsement from Donald Trump.
#PalantirStock #TrumpEndorsement #AICompetition #MichaelBurry #PLTR
https://newsletter.tf/trump-backs-palantir-stock-amidst-ai-competition/
The Bad Placeyahoo news | Palantir Stock Takes A Burry Beatdown: Are Dip‑Buyers Done?
Palantir Technologies Inc. shares faced a real‑time stress test on Thursday after famed investor Michael Burry posted on X that Anthropic’s enterprise AI offering has rapidly outpaced Palantir. Citing Ramp data, Burry argued Anthropic’s annual recurring revenue has surged from $9 billion to $30 billion, now capturing roughly 73 % of incremental enterprise‑AI spend. He framed Palantir as confined to “low‑margin and small” government work, while Anthropic provides an easier, cheaper, and more intuitive solution for businesses.
The market reacted quickly: Palantir’s stock slipped about 6 % on Wednesday as Burry’s comments circulated and fell a further 7 % in Thursday morning trading, according to Benzinga Pro. This is not Burry’s first strike; he disclosed a short position last year and has warned of an AI bubble since late 2025. Palantir CEO Alex Karp fired back on CNBC, calling Burry “bat‑‑‑‑ crazy” for shorting “chips and ontology” and insisting the company’s AI software and government franchises remain highly profitable.
The key question now is whether Palantir’s retail‑heavy base will continue buying the dip. After the intraday 6 % drop, the stock recouped some ground in after‑hours trading around the mid‑$140s, and forum chatter remains largely defensive of Palantir’s long‑term story, dismissing Burry’s thesis as short‑seller propaganda. Yet with PLTR trading at roughly 109 × forward earnings versus a sector median near 21 ×, each pullback tests how much dry powder loyalists have left to support the stock.
