To The Moon

Hold on, wait and be patient 

temporary only due to AI trending 

$Palantir Technologies Inc.(PLTR)$ still good with lots of government contracts

Although this is a new industrial revolution, the same old story always plays out. The strongest and most innovative company will survive and come back stronger, while the weak one gets eliminated.

PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150 Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms. All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.  May the 4th be with Palantir and all those Tigers investing or trading on PLTR   What do you guys think

ita a nice price, especially after not seeing this for quite some time 

🤑🤑🤑🤑🤑

Palantir’s 13% Death Spiral: Is Michael Burry Right, or Is $130 the Ultimate Trap? ​Palantir ($PLTR) just took a brutal beating, tumbling another 7.30% to close at $130.49 and capping off a vicious 13% two-day bleed. The catalyst? Michael Burry’s increasingly loud short thesis that Anthropic—and the broader proliferation of highly capable LLMs—is rapidly eroding Palantir's competitive moat in the government and defense sectors. With the stock now desperately clinging to the critical $130 psychological support level, panic is officially setting in. ​Here is why this selloff is fundamentally different from a standard technical pullback, and what active traders need to watch as we head into a make-or-break Q1 earnings print. ​1️⃣ The Burry Thesis: Is Anthropic the Ultimate Threat? ​The core o

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

Anthropic’s "Managed Agents": Anthropic just launched a suite of API tools designed to turn AI from a "chatbot" into a "production system." They claim a 10x boost in deployment efficiency. By solving the engineering complexity for enterprises, they are effectively making "middleware" SaaS companies obsolete.

OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.

$Palantir Technologies Inc.(PLTR)$  the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?

Palantir at $130 — Overreaction or Reality Check? The selloff isn’t just price — it’s narrative. Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government. The real risk isn’t collapse — it’s slower growth. At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business. What matters next: • Government revenue growth • AIP deal conversion • Commercial acceleration My take: Not a death spiral — a valuation reset. Next move depends on whether Palantir can prove growth is still there.

$PLTR plunging toward 130 📉 After a monster 2025 run, Palantir Technologies is finally cooling off. AI hype fading, valuation concerns rising, and sellers stepping in hard. Still a long-term AI player… but short-term? Volatility is in control 👀 Buy the dip or wait it out? 🤔

Hi, How is everyone 

Hello everybody,  how is everyone doing.  I hope you are all well. This would be my first post . 

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.

The sell-off is less about current numbers and more about narrative risk. Michael Burry is challenging the durability of Palantir’s moat, not its latest quarter. Can Q1 earnings neutralise the bear case? Not definitively. Even if government revenue beats: It proves execution strength, not moat strength The real question is whether tools from Anthropic can commoditise parts of Palantir’s offering Investors will focus on forward contract pipeline, deal stickiness, and pricing power A strong print helps sentiment, but only multi-quarter guidance + contract wins can invalidate Burry’s thesis. $130: buy or sell? Bull case (buy zone): Round-number + prior demand area If gov revenue + AIP adoption accelerate → false breakdown Positioning reset may offer asymmetric upside Bear case (sell/avoid): B

Hold on tight when the roller coaster ride turns downwards.

Hold on, wait and be patient 

temporary only due to AI trending 

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

Palantir’s 13% Death Spiral: Is Michael Burry Right, or Is $130 the Ultimate Trap? ​Palantir ($PLTR) just took a brutal beating, tumbling another 7.30% to close at $130.49 and capping off a vicious 13% two-day bleed. The catalyst? Michael Burry’s increasingly loud short thesis that Anthropic—and the broader proliferation of highly capable LLMs—is rapidly eroding Palantir's competitive moat in the government and defense sectors. With the stock now desperately clinging to the critical $130 psychological support level, panic is officially setting in. ​Here is why this selloff is fundamentally different from a standard technical pullback, and what active traders need to watch as we head into a make-or-break Q1 earnings print. ​1️⃣ The Burry Thesis: Is Anthropic the Ultimate Threat? ​The core o

PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150 Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms. All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.  May the 4th be with Palantir and all those Tigers investing or trading on PLTR   What do you guys think

$Palantir Technologies Inc.(PLTR)$ still good with lots of government contracts

Although this is a new industrial revolution, the same old story always plays out. The strongest and most innovative company will survive and come back stronger, while the weak one gets eliminated.

Palantir Shares Tumble 7%, as Investors Seek Insurance Against Slump $Palantir Technologies Inc.(PLTR)$   shares tumbled 7.3%, signaling mounting investor worries over heightened competition from AI that have fueled increasing demand for put options used by many as insurance against a sustained slump.  Open interest, or the tally of outstanding put options stood at 1.76 million contracts, bigger than the 1.69 million outstanding call options, according to exchange data tracked. The term structure is severely inverted, with the implied volatility for contracts expiring April 10 spiking above 70% before collapsing toward 58% next week, then popping again into May. That could be seen by some as a sign of

While the broader market held its ground, the software sector didn't just leak—it hemorrhaged. $Palantir Technologies Inc.(PLTR)$ , $Salesforce.com(CRM)$ and $AppLovin Corporation(APP)$ all tumbled in a move that signals a massive shift in market structure.What’s happening?OpenAI & Anthropic threats software againTwo major announcements acted as the "last straw" for investors yesterday:OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of

The sell-off is less about current numbers and more about narrative risk. Michael Burry is challenging the durability of Palantir’s moat, not its latest quarter. Can Q1 earnings neutralise the bear case? Not definitively. Even if government revenue beats: It proves execution strength, not moat strength The real question is whether tools from Anthropic can commoditise parts of Palantir’s offering Investors will focus on forward contract pipeline, deal stickiness, and pricing power A strong print helps sentiment, but only multi-quarter guidance + contract wins can invalidate Burry’s thesis. $130: buy or sell? Bull case (buy zone): Round-number + prior demand area If gov revenue + AIP adoption accelerate → false breakdown Positioning reset may offer asymmetric upside Bear case (sell/avoid): B

ita a nice price, especially after not seeing this for quite some time 

Palantir at $130 — Overreaction or Reality Check? The selloff isn’t just price — it’s narrative. Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government. The real risk isn’t collapse — it’s slower growth. At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business. What matters next: • Government revenue growth • AIP deal conversion • Commercial acceleration My take: Not a death spiral — a valuation reset. Next move depends on whether Palantir can prove growth is still there.

🤑🤑🤑🤑🤑

I’m still holding $Palantir Technologies Inc.(PLTR)$ and even with a low entry, this pullback hurts more than expected. The market is clearly repricing traditional SaaS, and what OpenAI and Anthropic are doing is forcing a rethink of where real value sits. I’m not panicking, but I’m definitely more cautious—this feels bigger than a normal correction. The bigger issue is the “per-seat” SaaS model looking outdated. If AI agents replace or augment users, companies like Salesforce.com and AppLovin Corporation could face pressure on pricing and growth. If revenue shifts toward usage and compute, the predictability Wall Street loved may fade, changing how I view these names long term. I’m not rushing to sell, but I’m also not blindly buying dips. I’l

OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.

Anthropic’s "Managed Agents": Anthropic just launched a suite of API tools designed to turn AI from a "chatbot" into a "production system." They claim a 10x boost in deployment efficiency. By solving the engineering complexity for enterprises, they are effectively making "middleware" SaaS companies obsolete.

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.

I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player. But results will gradually speak for itself, as corporate users become the market that these AI companies fight for. Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]). Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is th

There is only so much users that can make use of these AI models all while populations are gradually shrinking in developed nations (who are more technologically focused and using AI as a tool), and you simply have too much competition to try and charge users a hand and a leg, or slow boil them by gradually cranking the prices. Then there is the factor of the media constantly keeping track of which company has the best model, and users are particularly sensitive about getting their bang for the buck, so if you are expensive and yet do not produce the goods, they will jump ship. In my workplace there are multiple subscriptions provided, but everyone knows that corporations simply will not be willing to incur overlapped spend on these AI models, eventually the head honchos will want to tri