$Palantir Technologies Inc.(PL

$PLTR after earnings still feels like one of the most crowded “obvious” longs in the market.

Business might be strong, but when everyone already expects strong, the bar gets stupidly high.

That’s why these setups can still drop even on decent numbers.

I’m not saying Palantir is bad though.

I’m saying price and expectations are two different things.

Do people here reckon:

bullish long term but shaky short term,

or does PLTR just keep squeezing no matter what? 👀

$Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$

S&P ATH While Palantir -26% YTD: Where Is the Right Entry?

Palantir fell 4.4% on the same day the S&P 500 reached a new all-time high, extending its year-to-date decline to 26% in a divergence drawing widespread attention. The immediate catalyst was PPI wholesale inflation hitting its highest level since 2022, reigniting high-rate fears that compress valuations on high-multiple AI software names. The split between broad market strength and PLTR's persistent weakness is widening the gap between institutional and retail positioning. With the S&P at ATH and PLTR breaking down, do you see this as structural de-bubbling or a mispriced buying opportunity?

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Comments

Adz5150
05-10
Adz5150
@Shiok88 Yeah that’s how I see it too.

I don’t think weak commercial sales would suddenly kill the long-term story, but when a stock is priced for near perfection, even one softer area can matter short term.

That’s why I think PLTR can still be a great business and a shaky setup at the same time.
Shiok88
05-06
Shiok88
Saw that the commercial sales was bad. Will that affect?
allhamaters
05-05
allhamaters
Great article, would you like to share it?

Leave a comment

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The immediate catalyst was PPI wholesale inflation hitting its highest level since 2022, reigniting high-rate fears that compress valuations on high-multiple AI software names. The split between broad market strength and PLTR's persistent weakness is widening the gap between institutional and retail positioning. 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Business might be strong, but when everyone already expects strong, the bar gets stupidly high. That’s why these setups can still drop even on decent numbers. I’m not saying Palantir is bad though. I’m saying price and expectations are two different things. Do people here reckon: bullish long term but shaky short term, or does PLTR just keep squeezing no matter what? 👀 $Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$","highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":3,"repostSize":120,"favoriteSize":0,"link":"https://ttm.financial/post/560862566895712","repostId":0,"isVote":1,"tweetType":1,"viewCount":5528,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLTR","USS.NZ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":484,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":562777629037496,"commentId":"562777629037496","gmtCreate":1778426769181,"gmtModify":1778427024583,"authorId":4235391666137582,"author":{"id":4235391666137582,"idStr":"4235391666137582","authorId":4235391666137582,"name":"Adz5150","avatar":"https://community-static.tradeup.com/news/f258f2654e6507d4c8b88bd2ba0598cc","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560862566895712,"objectIdStr":"560862566895712","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<a href=\"https://ttm.financial/U/4188890437058732\"> @Shiok88 </a>Yeah that’s how I see it too. \n \n \n \nI don’t think weak commercial sales would suddenly kill the long-term story, but when a stock is priced for near perfection, even one softer area can matter short term. \n \n \n \nThat’s why I think PLTR can still be a great business and a shaky setup at the same time.","text":"<a href=\"https://ttm.financial/U/4188890437058732\"> @Shiok88 </a>Yeah that’s how I see it too. \n \n \n \nI don’t think weak commercial sales would suddenly kill the long-term story, but when a stock is priced for near perfection, even one softer area can matter short term. \n \n \n \nThat’s why I think PLTR can still be a great business and a shaky setup at the same time.","html":"<a href=\"https://ttm.financial/U/4188890437058732\"> @Shiok88 </a>Yeah that’s how I see it too. \n \n \n \nI don’t think weak commercial sales would suddenly kill the long-term story, but when a stock is priced for near perfection, even one softer area can matter short term. \n \n \n \nThat’s why I think PLTR can still be a great business and a shaky setup at the same time.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":561124752232848,"commentId":"561124752232848","gmtCreate":1778025137481,"gmtModify":1778025444718,"authorId":4188890437058732,"author":{"id":4188890437058732,"idStr":"4188890437058732","authorId":4188890437058732,"name":"Shiok88","avatar":"https://community-static.tradeup.com/news/394cdffaf26c8dcd78752b6d918b09a1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560862566895712,"objectIdStr":"560862566895712","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Saw that the commercial sales was bad. 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