To The Moon

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 again Two 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 lu

$Palantir Technologies Inc.(PLTR)$  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.

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

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

I think part of Pltr success is the undue hype like Tsla, both have similar meme/yolo status in the eyes of a portion of investors. This factor results in the stocks being overvalued and prone to shocks. Ironically, both companies have leaders that seem to have questionable ethics and seem to have money as their top priority. Greed will always be fueling the gains, the unending want of greater wealth, even through unscrupulous means. (They are happy to sidle up to leaders around the globe, who have a lack of morals, and profit off less tax, and off human suffering. Pltr through encouraging police brutality and war, Tsla through poor quality and dangerous FSD mode that kill users, and musk creeping around dismantling democracy)

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

I believe the truth is in-between and not binary. While agents will be able to take on more tasks that were done by humans, human oversight is necessary to ensure things don't go awry. Tasks which not mechanical in natural often have nuances which agents may not respond correctly. Again, market loves to take any opportunity to sell on news before someone comes out with another story to move the market again.

$Palantir Technologies Inc.(PLTR)$  nah, both have their own place under the sun. Bury has been wrong plenty of times.  

Sell far OTM put options on PLTR.

waiting for crash

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth. 2. No, subscription model is the usual in this industry 3. Plantir is a government. Contracting agency which depends on government contracts

It was bound to happen. Either via automation and services, or like it is now-via AI deployment. This is just mind blowing how multi-billion corporations allowed themselves to think that they can rely on SaaS forever. But not to worry, surely there're additional very specific niches where the AI either too limited, not suitable, or just too expensive/resource-heavy to run. Just another step in the technology evolution. Once someone figures out cost effective data storage, battery technology, or fusion based energy generation, on each one of those steps we'll have similar shake outs and technology induced panic. We'd better get used to it on the cycle basis. We'll just need to figure out the each cycle duration. My guess is they'll have geometric progression.

$Palantir Technologies Inc.(PLTR)$  Aim for the sky

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

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

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 again Two 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 lu

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.

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

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.

$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? 🤔

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

Hi, How is everyone 

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

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

I think part of Pltr success is the undue hype like Tsla, both have similar meme/yolo status in the eyes of a portion of investors. This factor results in the stocks being overvalued and prone to shocks. Ironically, both companies have leaders that seem to have questionable ethics and seem to have money as their top priority. Greed will always be fueling the gains, the unending want of greater wealth, even through unscrupulous means. (They are happy to sidle up to leaders around the globe, who have a lack of morals, and profit off less tax, and off human suffering. Pltr through encouraging police brutality and war, Tsla through poor quality and dangerous FSD mode that kill users, and musk creeping around dismantling democracy)

I believe the truth is in-between and not binary. While agents will be able to take on more tasks that were done by humans, human oversight is necessary to ensure things don't go awry. Tasks which not mechanical in natural often have nuances which agents may not respond correctly. Again, market loves to take any opportunity to sell on news before someone comes out with another story to move the market again.

Hold on tight when the roller coaster ride turns downwards.

It was bound to happen. Either via automation and services, or like it is now-via AI deployment. This is just mind blowing how multi-billion corporations allowed themselves to think that they can rely on SaaS forever. But not to worry, surely there're additional very specific niches where the AI either too limited, not suitable, or just too expensive/resource-heavy to run. Just another step in the technology evolution. Once someone figures out cost effective data storage, battery technology, or fusion based energy generation, on each one of those steps we'll have similar shake outs and technology induced panic. We'd better get used to it on the cycle basis. We'll just need to figure out the each cycle duration. My guess is they'll have geometric progression.

$Palantir Technologies Inc.(PLTR)$  nah, both have their own place under the sun. Bury has been wrong plenty of times.  

Sell far OTM put options on PLTR.

waiting for crash

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth. 2. No, subscription model is the usual in this industry 3. Plantir is a government. Contracting agency which depends on government contracts