r/PLTR

Shoutout to u/anonymousfinancial for posting in the daily. Decided to make it it's own post for more recognition during these dreadful days. This is from yesterday.

From Link:

Key takeaways:

• Unified Data for AI: Dell and Palantir’s partnership transforms fragmented data into a governed, AI-ready semantic layer, enabling operational intelligence on infrastructure you control.
• Secure and Compliant: The on-premises AI operating system ensures data sovereignty, zero-trust security and compliance for highly regulated industries and governments.
• From Pilots to Production: With validated architectures and dedicated support, organizations can accelerate their journey from AI experiments to mission-critical operations.
• Learn how Dell AI Factory with NVIDIA delivers a comprehensive and secure AI solution customizable for any business.

We will be a $1T+ company

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

Palantir PR people need to start working harder. They have lost the narrative.

Pretty soon they are going to need to add a disclosure in their SEC filings that the CEO may write unpopular and ill received manifestos which may affect the share price negatively.

craps

I’ve noticed people on other subreddits complaining about token costs for the flagship Claude models. That is exactly where Palantir has an advantage I think. Because AIP does not need every workflow to run on the most expensive frontier model if the tooling, ontology, permissions, and workflow logic are already good.

The real enterprise problem is not “which chatbot is smartest?” It is how to route the right job to the right model at the right cost. Claude/Opus-level inference can get expensive fast when you include context loading, retrieval, tool calls, retries, structured outputs, logging, and compliance. A workflow that looks cheap at the prompt level can become millions per year at enterprise scale. That pushes companies toward platforms that can use cheaper models where they are good enough, reserve premium models for high-value tasks, and keep everything auditable. And run them locally on their own systems.

That is why I think high token costs may actually help Palantir. AIP is basically the control layer between models and the business: data access, ontology, workflow execution, governance, and decision-making. Palantir’s recent growth already suggests enterprises are paying for that layer, with Q1 2026 revenue up 85% YoY, US commercial up 133% YoY, and adjusted FCF margin at 57%. If frontier inference keeps getting pricier, companies are not going to want random teams burning premium tokens all day. They are going to want orchestration, cost control, and operational ROI, which is exactly the lane Palantir has been trying to own

Anyways, on red days I try to find the silver lining, and I think the SaS is killing Claude is a wolf in sheep clothing.

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

I work for one of the big three weapons manufacturers on an IT program that is gaining higher up visibility.

We’ve recently had a few VP of various departments walk through our IT lab and caught a glimpse of my water bottle with a big fat Palantir sticker on.

Needless to say I’ve had several complaints from direct management to remove the bottle or remove the sticker since it is a competitor.

I’m pretty irked and pissed about the whole thing and if anything can’t help at the irony of a company that designs weapons which has a hand in the Iran bombings and we are worried about a sticker?

Something about freedom of expression or freedom of speech here that just upsets me.
I have the sticker as a shareholder at $6, a supporter of Thiel, and a lover of the Tolkien books.

Pretty pissed about all this; as a white dude I’m about to replace my sticker with something like “ I support Black Voter rights” or maybe a Trans flag just to piss people off even though I am no supporter of either of those causes.

I make great money but do not want to change positions…. Ughhh

😂