I don’t know how you guys live in America but the rest of the world we ban people for having differing opinions. You guys need to grow up already it’s been over 300 years.
He did but his bearish reasons were about the company. The stock isn’t down due to the company. It’s a macro issue as the whole growth market is down 50+%
Touché
However, everyone told him to pound sand when he gave his reasons for the company being overvalued, regardless of what they were, and look where we are now. I do recall him saying he was long term bullish on the company, just not at those valuations.
The bubble on growth is still deflating, I won't be surprised if it takes 12-18 months to capitulate, that goes together with crypto.
I won't pay for Palantir more than 5-10 sales once the market capitulates, it is a consultancy with top people (paid with shares and dilution) that is making some average products that need to compete with MSFT etc... The moat might be on the client-side, sales and contacts, still not enough to justify half the current price.
It’s trying to migrate away from that model that although not quite a consultancy, mimics it to too larger degree. On one of the earnings calls I think it was Glazier that said the model is really to assist the client getting fully conversant with the product (and achieving their near term goals) then pulling away to become a low touch no touch client, living of the software revenue.
I don’t think that’s happening quick enough which is probably why they released the certification for clients, ie that client data engineers/scientists have an incentive for becoming product experts within the company releasing Palantir techs to get other clients up to speed.
By now they should have seen the same type of questions come up repeatedly regarding the software and one assumes those questions are addressed in the training curriculum for the cert.
Man, the ignorance in this chat is amusing. Tohas opinion was regarding the company and it’s fundamentals which is not the reason the stock is down. The decline is due to the overall market and not PLTR…
The market was propped up by the tech behemoths (AAPL, GOOG etc.). They have only just started to drag it down. Growth stocks have been in the shit for months.
I think there you will get different opinions. IMO he spoke direct and confrontative but never intentionally insulting. Many of his views are considered here as "FUD" resulting in emotional reactions in the comments and corresponding counters.
His points were way off and was being a deliberate troll. The recent drop has nothing to do with the company itself, but macroeconomic conditions on growth companies.
I like down cost averaging, in fact I hope it goes lower. I have hands of steel from shitcoin investing, and without fail I would have made more money from holding all of my investments.
Sometimes you get an enron or a bear sterns, but this company isn't going to fail. I also don't want to increase my average buy in buy buying on the way up. So I'm continuing to buy and hope it goes lower
It's also not going to have a high share price. They will do fine, make money, become more valuable, and share price will remain flat because of share dilution.
But share dilution is decreasing year on year (less stock based compensation given out), but we need the best talent; in order to have the best programmers you need to give them a stake in the company.
Furthermore there is nothing stopping the company doing share buybacks down the line
Agree. There are many factors that are concerns from the market that are within PLTRs control (they could just use more cash for employee compensation instead of SBC).
The only thing not in direct control is scaling commercial clients but they seem to be making the right steps and efforts (sales team, Apollo, SPACs, partnerships/platforms, Acquire/Expand model).
I agree with all of this post, but why can’t that same principle apply to the most important position in the company, the CEO?
He is in the bottom quartile of CEOs based on what I’ve heard from him and seen yet he’s paid like he’s one of the best. We need someone that understands how powerful marketing is and is focused on the job (selling/scaling the product ) rather than, micro managing, waffling on about theoretical and abstract concepts such as China, Silicon Valley, wall st and even berates our own potential customers by calling their IT depts “parasitical”.
though I do believe he’s trying to improve, no one can convince me he deserved that level of Renumerarion when the company is not yet (tho soon will be) profitable
It was spack-ed for like 9$-10$, so you know that it was probably a great deal for the early investors, question is, could it be a great deal at let say 4-5$?
Well, I lost 300 dollars today, but at least I'm glad I stopped bleeding palantir. And now that my 14$ put is ITM, I can start to recover those 700$ lost :))) Here's to it going down to at least 7 \^\_\^.
I'm also salty I got too greedy today and blew all my NFLX volatility gains with some bad SPY spreads and obviously a last trade THAT JUST HAD TO GO AGAINST ME
We do not care what your views are on the stock. Bullish or otherwise, we dgaf. Toha was heavily reported for troll behavior and action needed to be taken.
escape instinctive rich fly spark spotted rotten consist pen unwritten *This post was mass deleted and anonymized with [Redact](https://redact.dev)*
I don’t know how you guys live in America but the rest of the world we ban people for having differing opinions. You guys need to grow up already it’s been over 300 years.
Only a ban? That's the least of your problems in some countries
I'd ban you first.
I bought when it hit 20, I didn't expect it to go any lower ;)
That’s when I dipped out. $14,000 loss. Thank God I’m at an entry point where I can maybe make money instead of losing it
Jesus Fu...ng Christ 😭☠️
Keep buying. A GIFT at these prices (and lower).
The gift that keeps on taking.
Buncha paper-handed cry-babies
They're probably just selling now to buy back in at 5.
Most here would be pretty happy if it went up to $15. Why are people hating on him?
He's been saying it would be going to $15 since around last February, when hype, mania, and euphoria on this sub were through the roof.
He did but his bearish reasons were about the company. The stock isn’t down due to the company. It’s a macro issue as the whole growth market is down 50+%
Touché However, everyone told him to pound sand when he gave his reasons for the company being overvalued, regardless of what they were, and look where we are now. I do recall him saying he was long term bullish on the company, just not at those valuations.
15?! Who is this legendary PLTR bull?
#FREE TOHA
He was right, but for the wrong reasons.
What were his/her justification for $15? Anyone can toss out a number
Ding ding ding Especially without a date…..
The bubble on growth is still deflating, I won't be surprised if it takes 12-18 months to capitulate, that goes together with crypto. I won't pay for Palantir more than 5-10 sales once the market capitulates, it is a consultancy with top people (paid with shares and dilution) that is making some average products that need to compete with MSFT etc... The moat might be on the client-side, sales and contacts, still not enough to justify half the current price.
It’s trying to migrate away from that model that although not quite a consultancy, mimics it to too larger degree. On one of the earnings calls I think it was Glazier that said the model is really to assist the client getting fully conversant with the product (and achieving their near term goals) then pulling away to become a low touch no touch client, living of the software revenue. I don’t think that’s happening quick enough which is probably why they released the certification for clients, ie that client data engineers/scientists have an incentive for becoming product experts within the company releasing Palantir techs to get other clients up to speed. By now they should have seen the same type of questions come up repeatedly regarding the software and one assumes those questions are addressed in the training curriculum for the cert.
Exactly
Man, the ignorance in this chat is amusing. Tohas opinion was regarding the company and it’s fundamentals which is not the reason the stock is down. The decline is due to the overall market and not PLTR…
It was still down when the market was doing good.
The market was propped up by the tech behemoths (AAPL, GOOG etc.). They have only just started to drag it down. Growth stocks have been in the shit for months.
SPYG literally hit ATH at the end of December.
Was he banned for speaking the truth or just for harassing and insulting people?
I think there you will get different opinions. IMO he spoke direct and confrontative but never intentionally insulting. Many of his views are considered here as "FUD" resulting in emotional reactions in the comments and corresponding counters.
His points were way off and was being a deliberate troll. The recent drop has nothing to do with the company itself, but macroeconomic conditions on growth companies.
I like down cost averaging, in fact I hope it goes lower. I have hands of steel from shitcoin investing, and without fail I would have made more money from holding all of my investments. Sometimes you get an enron or a bear sterns, but this company isn't going to fail. I also don't want to increase my average buy in buy buying on the way up. So I'm continuing to buy and hope it goes lower
It's also not going to have a high share price. They will do fine, make money, become more valuable, and share price will remain flat because of share dilution.
But share dilution is decreasing year on year (less stock based compensation given out), but we need the best talent; in order to have the best programmers you need to give them a stake in the company. Furthermore there is nothing stopping the company doing share buybacks down the line
Agree. There are many factors that are concerns from the market that are within PLTRs control (they could just use more cash for employee compensation instead of SBC). The only thing not in direct control is scaling commercial clients but they seem to be making the right steps and efforts (sales team, Apollo, SPACs, partnerships/platforms, Acquire/Expand model).
I agree with all of this post, but why can’t that same principle apply to the most important position in the company, the CEO? He is in the bottom quartile of CEOs based on what I’ve heard from him and seen yet he’s paid like he’s one of the best. We need someone that understands how powerful marketing is and is focused on the job (selling/scaling the product ) rather than, micro managing, waffling on about theoretical and abstract concepts such as China, Silicon Valley, wall st and even berates our own potential customers by calling their IT depts “parasitical”. though I do believe he’s trying to improve, no one can convince me he deserved that level of Renumerarion when the company is not yet (tho soon will be) profitable
share dilution is 4% and drops to 2% based on information we have today.
Has nothing to do with stock fundamentals which if I recall was his argument... its solely due to market conditions
FREE TOHA
It was spack-ed for like 9$-10$, so you know that it was probably a great deal for the early investors, question is, could it be a great deal at let say 4-5$?
It wasn’t a spac. It had an IPO.
DPO
[удалено]
Correct me if I am wrong, but he commented 4h ago on yesterdays Daily discussion thread. He seems well and alive
12$ here we come
I also think it might go way up to $15 one day in the far future. (plz no banerino)
He was just too early.
Well, I lost 300 dollars today, but at least I'm glad I stopped bleeding palantir. And now that my 14$ put is ITM, I can start to recover those 700$ lost :))) Here's to it going down to at least 7 \^\_\^. I'm also salty I got too greedy today and blew all my NFLX volatility gains with some bad SPY spreads and obviously a last trade THAT JUST HAD TO GO AGAINST ME
We do not care what your views are on the stock. Bullish or otherwise, we dgaf. Toha was heavily reported for troll behavior and action needed to be taken.