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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avatarAdz5150
05-23
While it's quiet I wanted to get a little discussion topic in like this. Watching people panic over markets lately honestly reminds me a lot of recovery and rebuilding life. A couple years ago I was destroying my life through addiction. Now I’m training for the Melbourne Marathon, rebuilding my future, and learning that discipline matters more than motivation ever will. A couple years ago I was destroying my life through addiction. Alcohol, bad decisions, zero discipline, constantly escaping reality instead of facing it. I had no consistency, no direction, and honestly no belief in myself anymore. Now I’m training for the Melbourne Marathon. Not because I think running magically fixes life but because it taught me something that applies to investing, business, and life in general: Small de
avatarAdz5150
05-23
PLTR is one of those stocks people love at ATHs and hate during pullbacks. If you believed in the AI/government narrative at $40+, you should probably still like it lower. I’d rather average in slowly than try pick the exact bottom.
avatarXk2wo
05-19
$Palantir Technologies Inc.(PLTR)$  bullish in the long run for Palantir. Great business and Outlook and products. Considering averaging upwards given the recent correction. #longPLTR
avatarAdz5150
05-15
$Palantir Technologies Inc.(PLTR)$   PLTR is one of those names where people always end up in two camps. One side sees a premium company with strong execution, sticky demand, and a long runway. The other side sees a great story that still needs a better entry. That’s what makes it interesting here. If the broader market stays strong, I can see the case for buying quality even when it doesn’t look cheap on the surface. But if sentiment cools at all, names like this can test people’s patience fast. I’m not questioning the business. I’m questioning where the right risk/reward entry actually is. Would you be buying PLTR here, or waiting for a proper reset first? Bullish but not all that way! 

Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co
Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold

Tech Stocks Push Markets Higher as Inflation Heats Up Again

Wall Street pushed to fresh record highs Wednesday as investors piled back into technology stocks, even as inflation data delivered another warning sign for the economy. The Nasdaq Composite surged 1.2%, while the S&P 500 climbed 0.6%, with both indexes closing at new all-time highs. The Dow Jones Industrial Average slipped 0.1%, weighed down by weakness outside the tech sector. At the same time, Kevin Warsh officially cleared his final confirmation hurdle to become the next Chair of the Federal Reserve, marking a major transition for U.S. monetary policy. Tech Stocks Continue to Lead the Market Rally Artificial intelligence enthusiasm once again fueled gains across the technology sector. $NVIDIA(NVDA)$ Investors largely ignored concerns about
Tech Stocks Push Markets Higher as Inflation Heats Up Again

DLC Weekly Recap | Top Gainers & Losers

For period 6 to 13 May 2026: The biggest gainer among DLCs this week was $Kuaisho 5xLongSG280316(PONW.SI)$ driven largely by $KUAISHOU-W(01024)$’s more than 11% gain over the last week on news of the potential spinoff of its popular AI arm, Kling AI. $Micron 3xLongSG280913(44BW.SI)$ was also a top gainer, rising 62% over the week as $Micron Technology(MU)$ outperformed in a larger semiconductor and memory chip stocks rally over the past week. 📊 Top 5 Performers (3 Stocks + 2 Indices) Kuaishou 5x Long (PONW) gained 74% Micron 3x Long (44BW) gained 62% JD 5x Long (EUZW) gained 53% Nasdaq 7x Long (MFVW) gained 18% HSTE
DLC Weekly Recap | Top Gainers & Losers

Palantir

$PLTR daily touched the lower Bollinger band. If your question is "now what", I have the same question. I'm tired of the chop too. The longer it chops in this range and not break down below 120s-130s, the better it is for the stock to not break down and resume the bull trend.
Palantir

12 U.S. Tech and Defense Stocks Positioned for the AI Infrastructure Boom

1 year ago, Trump bought $Intel(INTC)$ at $20 and now its going to $200+ by year end. INTC was losing $1 billion per quarter, but now they partnered with $Apple(AAPL)$ Here's Trumps 12 favorite stocks to buy: 1. $Dell Technologies Inc.(DELL)$ — Buy Zone: $180–$200 AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion. 2. $Cisco(CSCO)$ — Buy Zone: $75–$80 Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance. 3. $Nokia Oyj(NOK)$ — Buy Zone
12 U.S. Tech and Defense Stocks Positioned for the AI Infrastructure Boom

$NBIS, $JOBY & $BA Emerge as Key Winners in the New Tech-Industrial Cycle

1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program "to accelerate advanced air mobility deployment in the US" Joe Lonsdale (
$NBIS, $JOBY & $BA Emerge as Key Winners in the New Tech-Industrial Cycle

AI Chains' Strategies: ASTS, PLTR& SAP

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl
AI Chains' Strategies: ASTS, PLTR& SAP
$Palantir Technologies Inc.(PLTR)$  Totally oversold after a massive earnings beat, with many institutional price targets above 200 dollars. Looks like consolidation is finished here. I suspect it will bounce up from this level. There's too much support here, it's time for a move higher.
$Palantir Technologies Inc.(PLTR)$ Once PLTR hits $160 for a breakout test, it's headed back to $200.
Shorts have been trying to crash $Palantir Technologies Inc.(PLTR)$  for months, but we're still holding on. There are too many big holders with $200+ targets for it to fail. I suspect a major up day this week with options expiring.
$Palantir Technologies Inc.(PLTR)$   is a golden buy in opportunity!
$Palantir Technologies Inc.(PLTR)$  looks to me a shakeout! The post-earnings price action for Palantir (PLTR) is a classic "sell-the-news" event that leans more toward a technical shakeout than a fundamental trap.  Despite reporting a "blockbuster" Q1 2026 on May 4th—with revenue up 85% and U.S. commercial growth exploding 133%—the stock dropped nearly 7% the following day. Here is the breakdown of why this is happening and how to read the tape.  Why the "Drip" Despite the Beat? 1. Valuation Gravity: PLTR entered earnings trading at a nosebleed forward P/E of ~150x. When a stock is priced for perfection, even a "beat and raise" can trigger selling if the market feels the future growth is already fully baked into the current price.&
$Palantir Technologies Inc.(PLTR)$ 's rich valuations resulted in the baking in of forward expectations. Any beats today would not result in mooning the stock price further as it's just a validation of previous consensus. However it would be punished if the execution is not flawless.
$Palantir Technologies Inc.(PLTR)$  holding on with my dear life