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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

PLTR

PLTR - equity - source-backed public claims only.

19published claims
18 longbullish claims
1 shortbearish claims
Asset timeline
Notthreadguy
Notthreadguyother/ May 4
person
->

PLTRPalantir beat earnings and the chart looks like the software-ETF long if IGV breaks out

directional thesisLONGpublishedothernot a verified trade
PPLTRPLTRLONG
Palantir beat earnings and the chart looks like the software-ETF long if IGV breaks out
$147.15
— pending
SourceLIVE: The War is BACK.. Brent Oil at $115!! Bitcoin $80K!? - Korean Stocks are CRAZY! + Mando Interview

“Palantir earnings are out, earnings per share beat by 18%, revenue beat by 6%. This is probably your software long, huh?”

evidence attachedpaste author pricesource span23:35
Notthreadguy
Notthreadguyother/ May 28
person
->

PLTRThreadGuy frames Palantir as the only Trump stock that hasn't pumped yet, the lone ticker Trump literally tweeted, and a close-your-eyes government/defense proxy.

directional thesisLONGpublishedothernot a verified trade
PPLTRPLTRLONG
ThreadGuy frames Palantir as the only Trump stock that hasn't pumped yet, the lone ticker Trump literally tweeted, and a close-your-eyes government/defense proxy.
$143.07
— pending
SourceI SOLD ZEC. War Is ALMOST Over!? Stock Market ATH #893 - Trump's Pumping DELL, TWO Interviews Today!!!

“Palantir is one of the only Trump stocks that hasn't really gotten a pump. Right?... it's actually the only stock that he tweeted the ticker.”

evidence attachedpaste author pricesource span40:35
Notthreadguy
Notthreadguyother/ Jun 1
person
->

PLTRThreadGuy holds Palantir as a long to ride the Trump-endorsement and software/defense rotation, treating Trump as a KOL whose tweeted ticker and wartime backdrop support the name.

directional thesisLONGpublishedothernot a verified trade
PPLTRPLTRLONG
ThreadGuy holds Palantir as a long to ride the Trump-endorsement and software/defense rotation, treating Trump as a KOL whose tweeted ticker and wartime backdrop support the name.
$160.08
— pending
SourceStocks ATH!! Saylor SOLD Bitcoin..!? Anthropic IPO Is Here!!!! HYPE to $100!?

“it's the only other than Bitcoin, the only Trump ticker that is not just handling ATH. He also tweeted the ticker as well.”

evidence attachedpaste author pricesource span26:25
goodalexander
goodalexanderother/ Jun 10
person
->

PLTRPalantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.

directional thesisSHORTpublishedothernot a verified trade
PPLTRPLTRSHORT
Palantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.
$129.06
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Anthropic is powering a lot of Palantir ontology deployments, and I believe that if they kind of came to market... if Dario Amodei really wants to say... you really don't want to be on the wrong side of Goldman Sachs and Anthropic right now.”

evidence attachedpaste author pricesource span141:47
TBPN
TBPNyoutube/ Apr 6
person
->

PLTRThe company running the military's targeting brain becomes permanent infrastructure as the Pentagon races to wire cheap autonomous systems into one AI-run kill chain after the Iran wake-up call.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
The company running the military's targeting brain becomes permanent infrastructure as the Pentagon races to wire cheap autonomous systems into one AI-run kill chain after the Iran wake-up call.
$148.31
— pending
SourceWe're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.

“Every technology gets defeated at some point, he said. There's still a worrisome— there's also still a worrisome lack of cheap US counter-drone technology, which has allowed Iranian-backed militias to continue using small drones to menace US military bases in the Middle East. The small number of unmanned surface vessels in the region are still years away from being the autonomous fighting machines their manufacturers have promised. The absence of a broader supply of modern US, cheap US systems in the Iran War has served as a wake-up call.”

evidence attachedpaste author pricesource span40:56
Kevin Hartz
Kevin Hartzyoutube/ May 12
person
->

PLTRPalantir gets re-rated as the proven owner of enterprise AI deployment while the biggest labs scramble to copy a playbook it spent 20 years perfecting and just printed 85% revenue growth on.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Palantir gets re-rated as the proven owner of enterprise AI deployment while the biggest labs scramble to copy a playbook it spent 20 years perfecting and just printed 85% revenue growth on.
$134.83
— pending
SourceTrial Update, AI SPVs, Interaction Models, eBay Rejects, BuzzFeed Sold

“Category right now? Yeah, well, you know, you really have to turn towards, uh, Palantir and just give them a nod because this forward deploy engineer thing back in 2004 or '05, you know, was, was like universally, you know, hated by, by the world and the investors and so on. And they really gave us 20 years of a look at how to, you know, make that incredibly effective and Generally, though, I think that it's in the early stages that this kind of custom work is, is done.”

evidence attachedpaste author pricesource span99:10
TBPN
TBPNyoutube/ Jun 4
person
->

PLTREveryone copying us doesn't matter, the ontology is built so deep into companies it would take rivals three years, and by then we're in a different world.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Everyone copying us doesn't matter, the ontology is built so deep into companies it would take rivals three years, and by then we're in a different world.
$141.89
— pending
Source🔴 Alex Karp LIVE from AIPCon 10

“It's taste plus money. Okay. Yeah. And there is no, like AI... all these things can be scaled in a very valuable, but largely going to commodify way, but you can't scale the taste of like, what is the business problem you want to have to solve and need to solve?”

evidence attachedpaste author pricesource span34:07
Invest Like the Best
Invest Like the Bestyoutube/ Jan 29
person
->

PLTRPalantir wins by walking in, taking on the customer's hardest problem, and saying solve it in six months or fire us, the outcome-based playbook that is becoming the way to sell enterprise.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Palantir wins by walking in, taking on the customer's hardest problem, and saying solve it in six months or fire us, the outcome-based playbook that is becoming the way to sell enterprise.
$159.24
— pending
SourceHe Built The Revenue Engines for Google, Facebook & Square

“It is basically presenting an outcome to customer and saying, let's collaborate on outcomes. Palantir does that very well. Palantir goes to customers and say, what's your most important business problem?... Give us 6 months to solve it. Engage with us. If we can't solve it, fire us.”

evidence attachedpaste author pricesource span72:13
Shyam Sankar
Shyam Sankaryoutube/ Mar 10
person
->

PLTRAI value lands at the chips and the decision layer, not the models, and a 20 year head start on that decision layer is hard to copy.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
AI value lands at the chips and the decision layer, not the models, and a 20 year head start on that decision layer is hard to copy.
$154.65
— pending
SourceHow AI Is Changing Warfare | Palantir CTO

“We think that the value's gonna accrue at the, at the chips layer and at, at the ontology layer.”

evidence attachedpaste author pricesource span75:47
Invest Like the Best
Invest Like the Bestyoutube/ Mar 17
person
->

PLTRAI companies are not where the money lands. Whoever already owns massive distribution and brand harvests the gains, the way Standard Oil, not the railroads, won the rail boom.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
AI companies are not where the money lands. Whoever already owns massive distribution and brand harvests the gains, the way Standard Oil, not the railroads, won the rail boom.
$152.54
— pending
SourceHow to bet on yourself (without venture capital)

“I actually don't think like quote unquote AI companies are very set up for success. That's actually probably not where value's gonna accrue. The value's gonna accrue like in two areas. In the most important area, I think, do you have massive distribution?”

evidence attachedpaste author pricesource span65:38
Invest Like the Best
Invest Like the Bestyoutube/ May 26
person
->

PLTRNew defense tech firms are already winning on targeting and signals intelligence, the software now augmenting expensive precision weapons in real combat.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
New defense tech firms are already winning on targeting and signals intelligence, the software now augmenting expensive precision weapons in real combat.
$136.46
— pending
SourceFormer DoD Advisor on Iran, China and AI Warfare

“Because right now the capital markets are working for these businesses and they're able to outpace the innovation of the department and the Congress in order to move faster.”

evidence attachedpaste author pricesource span39:55
Leopold Aschenbrenner
Leopold Aschenbrenneryoutube/ Jun 4
person
->

PLTRThe company wiring AI into the Pentagon captures the budget as Washington folds frontier AI into a national-security project, and the stock reprices to the contract flow.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
The company wiring AI into the Pentagon captures the budget as Washington folds frontier AI into a national-security project, and the stock reprices to the contract flow.
$21.32
— pending
SourceLeopold Aschenbrenner — 2027 AGI, China/US super-intelligence race, & the return of history

“I think people are just vastly underrating the chances of this more or less looking like a government project.”

evidence attachedpaste author pricesource span90:11
Dwarkesh Podcast
Dwarkesh Podcastyoutube/ Mar 11
person
->

PLTRThe company that fuses government data into AI targeting and deportation systems gets a much bigger addressable market as cheap multimodal models make watching everyone affordable for the first time.

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
The company that fuses government data into AI targeting and deportation systems gets a much bigger addressable market as cheap multimodal models make watching everyone affordable for the first time.
$151.20
— pending
SourceThe most important question nobody's asking about AI.

“However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10 cents per million input tokens. So if you process a frame every 10 seconds, and if each frame is, say, 1,000 tokens, then for $30 billion, you can process every single camera in America.”

evidence attachedpaste author pricesource span4:51
Terence Tao
Terence Taoyoutube/ Mar 20
person
->

PLTRAI has collapsed the cost of idea generation to near zero, making verification and evaluation the new scarce bottleneck in science and industry

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
AI has collapsed the cost of idea generation to near zero, making verification and evaluation the new scarce bottleneck in science and industry
$153.54
— pending
SourceTerence Tao – How the world's top mathematician uses AI

“AI has driven the cost of idea generation down to almost zero”

evidence attachedpaste author pricesource span18:30
Market Bubble
Market Bubbleother/ May 7
person
->

PLTRPalantir is sick, deep in the military and loaded with growth options, and this little dip after a crazy run is nothing to worry about.

directional thesisLONGpublishedothernot a verified trade
PPLTRPLTRLONG
Palantir is sick, deep in the military and loaded with growth options, and this little dip after a crazy run is nothing to worry about.
$135.86
— pending
SourceWe need to talk...

“my chat bought one that I, I do like and I think is a good buy, is Plantier.”

evidence attachedpaste author pricesource span155:19
All-In Podcast
All-In Podcastyoutube/ Mar 6
person
->

PLTRPalantir is the trusted prime serving DoD models; Anthropic exit deepens its lock-in

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Palantir is the trusted prime serving DoD models; Anthropic exit deepens its lock-in
$152.79
— pending
SourceWar with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael

“Palantir is a prime contractor, they're sub.”

evidence attachedpaste author pricesource span45:43
All-In Podcast
All-In Podcastyoutube/ Mar 17
person
->

PLTRSovereign AI demand: enterprises and nations want AI brought to their protected data, Palantir's lane

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Sovereign AI demand: enterprises and nations want AI brought to their protected data, Palantir's lane
$152.14
— pending
SourceTravis Kalanick & Michael Dell Live from Austin, Texas

“people want to protect their data, but also use AI on it. They want to bring the AI to where their data is”

evidence attachedpaste author pricesource span36:37
All-In Podcast
All-In Podcastyoutube/ Apr 6
person
->

PLTRDecision advantage is the third offset and Palantir's software sits at its center as defense rearms

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Decision advantage is the third offset and Palantir's software sits at its center as defense rearms
$148.15
— pending
SourceThe State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare

“We're actually working with Palantir, uh the foundry platform on some of these programs as well.”

evidence attachedpaste author pricesource span12:45
All-In Podcast
All-In Podcastyoutube/ Apr 10
person
->

PLTRApplication-layer winner already turbo-charged by frontier models as AI value capture climbs the stack

directional thesisLONGpublishedyoutubenot a verified trade
PPLTRPLTRLONG
Application-layer winner already turbo-charged by frontier models as AI value capture climbs the stack
$130.28
— pending
SourceAnthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

“I guess you could say that Palantir is already one of them, right? It's an application company that's been turbo charged by these model capabilities.”

evidence attachedpaste author pricesource span1:05:50
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AISO tracks public statements, not verified portfolio positions. This is not financial advice.