Salesforce & Palantir Not wait-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Salesforce & Palantir
Not waiting for a “flash crash” base case. CRM = hold / buy on dips (cash flow, margin story intact). PLTR = trade tactically, sentiment-driven.

SaaS = legacy?
No. Pure subscription is commoditised, but SaaS + AI + usage pricing = evolving, not dying. Winners shift to data + outcomes.

PLTR dip?
Only a buy if earnings confirm strong pipeline + guidance. Otherwise, risk of ongoing de-rating.

Bottom line:
CRM steady; PLTR selective. Keep cash, but do not anchor on crash timing.

Palantir Plunges to $130: Software Death Spiral Accelerates?

Palantir tumbled 7.30% to $130.49, extending a two-day loss of over 13% as Michael Burry's thesis that Anthropic is eroding Palantir's competitive edge continues to drive capital outflows. Fears over deteriorating AI government contract competition show no sign of abating, with $130 serving as a critical round-number support. If Q1 earnings deliver solid government-segment revenue, can it definitively neutralize Burry's bear case — and is $130 a buy or a sell right now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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