Palantir Was Abandoned? Will Market Buy It This Time?
Loved by Reddit, ARK Invest, and retail investors, $Palantir Technologies Inc.(PLTR)$ posted seven straight quarters of accelerating growth. Even after a 12% dip following its Q1 earnings, the stock quickly rebounded and surged to a new all-time high. But just when Palantir seemed unstoppable, two things happened:
$ARK Innovation ETF(ARKK)$ started trimming its PLTR holdings; A new Reddit darling emerged— $CoreWeave, Inc.(CRWV)$
Tied closely to NVIDIA’s ecosystem, CoreWeave has been hyped as the new “Meme King of the AI era,” rapidly gaining momentum and, some say, even overshadowing Palantir.
Has Palantir really been abandoned?
Looking at the numbers, Palantir is still on fire:
Q1 revenue up +39% YoY, with strong performance from commercial segments
FY25 revenue guidance raised to 36% growth, Q2 guidance also above expectations
Morgan Stanley called it: “Firing on nearly all cylinders.”
Yet, that same Morgan Stanley quickly cooled the enthusiasm:
"Strong performance ≠ Buy signal" Why? Valuation.
Looking ahead to 2027, Morgan Stanley outlined three possible scenarios:
🟩 Bull Case: $3.3B in FCF → Target price around $170
🟨 Base Case: $3.0B in FCF → Target price around $112
🟥 Bear Case: $2.1B in FCF → Target price around $37
ARK + Executive Sell-Offs: Does the Market Even Care?
ARK Invest has started offloading small amounts of PLTR, and legendary investor Stanley Druckenmiller exited entirely, reallocating to TSMC. Meanwhile, Palantir insiders were also cashing in:
In May, CEO Alex Karp sold over $50 million worth of shares in May. CTO Shyam Sankar sold ~$21 million; Co-founder Stephen Cohen sold ~$43.5 million. Total insider sales exceeded $100 million. But strangely, the market seemed unfazed.
In fact, history shows a familiar pattern: Every time insiders sell or institutions rebalance, PLTR dips briefly… then rallies harder. After a small 4% dip on executive sell-off news in late May, Palantir jumped 7% in one day on headlines about its data work with the U.S. government—then climbed to a new all-time high.
Does anyone really care if insiders are cashing out? Especially when retail traders are still riding the narrative?
As CRWV and other AI names steal the spotlight, is Palantir losing its storytelling edge?
With high valuation + high growth, are you still willing to chase PLTR?
If it dips again, would you buy the dip?
REWARDS
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There's always room for more take up when stock prices goes tail wind.... everyone wants a piece of the "pie" until its spiral downwards then he'll broke loss.
@MillionaireTiger @koolgal @BillionaireN @Blinkfans @JC888
While its platform is compelling, the current stock price reflects extremely optimistic expectations. For aggressive, long-term investors believing in its AI dominance, it may still be a potential buy before the next rally. For others, the valuation risk may suggest waiting for a more attractive entry point.
Personally, I have a position in Palantir but may wait for a retracement before adding further.
@TigerEvents @Success88 @koolgal @JC888 @DiAngel @Universe宇宙 @Fenger1188 @MHh @HelenJanet
going for the wait and see approach [Silence] [Silence] [Silence]
Looking at the numbers, Palantir is still on fire:
Q1 revenue up +39% YoY, with strong performance from commercial segments
FY25 revenue guidance raised to 36% growth, Q2 guidance also above expectations
Morgan Stanley called it: “Firing on nearly all cylinders.”
Does anyone really care if insiders are cashing out? Especially when retail traders are still riding the narrative?
As CRWV and other AI names steal the spotlight, is Palantir losing its storytelling edge?
With high valuation + high growth, are you still willing to chase PLTR?
If it dips again, would you buy the dip?
REWARDS
All valid comments will receive 5 Tiger Coins
The main pain for me is the high valuation that I will not rush in yet. The benefit to risk ratio is not favourable yet.
I would consider buying the dip especially if it is compelling enough. For now, it would be to watch the price action.
I think the insiders are just profit taking and the big whales just need to trim some proportion of their portfolio to fit in the other AI companies that have room to skyrocket and they are unwilling to miss the train.
@DiAngel @Wayneqq @LuckyPiggie @HelenJanet @SPOT_ON @Kaixiang @Fenger1188 @Success88 @Universe宇宙 come join
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至于有人说PLTR的“AI叙事”可能被CRVW、Anthropic这类新秀抢了风头，我觉得未必。Palantir讲的是“落地能力”——军工、政府、数据安全，不是搞概念PPT那一挂的。别忘了，现在有多少AI初创还在烧钱找方向，而PLTR已经在印钞了。
我自己怎么看？坦白说，现在估值确实不低，但这是AI板块的普遍现象。高估值=高预期，那就得看公司能不能持续deliver。我追高的意愿不强，但如果再有一次像上回那种被“误杀”的回调，我会考虑再补一仓。因为市场已经证明，PLTR有故事，有订单，更有铁粉，这样的票，只要估值不过度泡沫，就值这个价格。
NVDA would be a better purchase.
Given this, nopes, I won't invest in PLTR
第一季度收入增長同比+39%，商業板塊表現強勁
2025財年收入指引上調至36%增長、Q2指引也高於預期
$ARK創新ETF(ARKK)$開始減持PLTR股份；一個新的Reddit寵兒出現了——$CoreWeave公司(CRWV)$
CoreWeave與NVIDIA的生態系統緊密相連，被炒作爲新的“人工智能時代的模因之王”，勢頭迅速增強，有人說，甚至蓋過了Palantir。
My answer would be no.