To The Moon

Palantir $Palantir Technologies Inc.(PLTR)$   has been one of the most polarizing stocks in the market, and the numbers explain why. A 140% gain in 2024 followed by a valuation north of 400x trailing P/E makes it an easy target for shorts, including Michael Burry's high-profile bearish bet. The early-2026 price action—opening lower, dropping about 5%, then rebounding shortly after—only reinforces how emotionally charged and positioning-driven this stock has become.

From my perspective, this pullback looks more like a healthy correction than the start of a trend reversal. After such a strong run, some profit-taking and volatility are not only normal, they're necessary to reset expectations. The fact that buyers stepped back in quickly suggests there is still strong conviction underneath the surface, especially among long-term holders who understand the story beyond near-term multiples.

What keeps me constructive is AIP. Palantir's AI Platform is no longer just a concept—it's translating into accelerating commercial revenue growth, shorter deal cycles, and expanding use cases across enterprises. If AIP adoption continues to scale in 2025, earnings leverage could surprise on the upside, and today's valuation, while still demanding, may look less extreme over time.

On the government side, Palantir still occupies a uniquely strong position. While it's not literally the only option for U.S. government AI solutions, it remains one of the very few platforms with deep, battle-tested deployments across defense, intelligence, and critical infrastructure. The switching costs, trust moat, and years of embedded relationships give Palantir an edge that's hard to replicate quickly.

So yes, I'm still holding Palantir. I respect the short thesis and understand why someone like Burry would bet against a stock with this kind of valuation, but my time horizon is longer. As long as AIP continues to gain traction and Palantir executes on both commercial and government fronts, I'm comfortable holding tight and viewing pullbacks like this as part of the journey rather than a reason to exit.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. 

$Direxion Daily PLTR Bull 2X Shares(PLTU)$  

$Leverage Shares 2X Long PLTR Daily ETF(PLTG)$  

@Tiger_comments @TigerStars  @TigerClub