TL;DR: The Spanish government has quietly decided to block the use of Palantir in new critical state systems and strategic public companies, despite the firm already having contracts with parts of the Spanish administration and defence establishment. The move is an internal political and procurement directive discouraging ministries and state-owned companies from relying on the American company's technology for sensitive infrastructure.

The rationale is a combination of:

Strategic autonomy concerns: Spain does not want core state capabilities to depend on a US company that is deeply intertwined with US intelligence and defence agencies.

Data sovereignty and security risks: There are concerns over where sensitive government data resides and who could potentially access it.

Geopolitical considerations: Palantir has become politically controversial because of its close links to US national security institutions and its involvement with the Israeli government and military.

Vendor lock-in fears: Once these platforms become embedded in critical systems, replacing them becomes extremely expensive and operationally difficult, something Spain is already experiencing with other strategic technology providers.

Hop on the train or be left behind. Cant wait for the people to comment on this complaining, saying bad stock or it’s going to $60. New Nvidia AI Deal and Military win. Get 🚬

ENTRY at $106 before early August, I already done few days ago.

Considering the possibility of a false break below the upward channel, I set a point at $92 for adding more below $106 to my position.

Stop-loss: $78

Take-profit: $310; $815

https://preview.redd.it/hxlrb8tv2lah1.png?width=1992&format=png&auto=webp&s=7c955a33b2bff850d8996c85c90d36012e93e510

This is my personal trading record.

witness me : )

I said on Friday last week the bottom was in on the stock and it’s only risen since, half the people in the comments just clowned too. 🚬

Alex Karp visited Korea in Oct 2025, and now the Koreans want a Palantir of their own.

Hey everyone, new to the sub! I’m joining Palantir soon and trying to optimize my equity grant to get the most shares. I need to pick my start date and am weighing whether to start before or after the upcoming earnings call on August 3rd. Want to hear some of your guys’ opinions.

Thanks in advance

Tested the fresh scheme by  u/lardladd yesterday everything went through with zero technical glitches or bugs, took maybe 15 minutes max. Don't waste time on convoluted long-reads, just grab the verified manual on the author's profile.

It doesn't do anything

Have y'all noticed? All the hype behind this stock is gone? Now ppl are like wtf is it doing? I'm a side watcher when this stock was 185 last year I almost FOMO'd in but rationally thought that a 488 pe company is red flag. Avoided the disaster.

But now everyone's moved on after having lost money, who's left are those early birds that bought in at sub 20. They are up. It has not made anyone money but this tiny group. But soon the wealth destroying machine will mow down the pastures to eliminate every position at a loss including the early buyers that's what I believe.

You're disgusting

As the title says. I’m relatively new at investing, my father (same guy who made me buy Broadcom at $490) told me to grab a few shares of pltr when it was at $125. It’s now $110. Love my father but goddamn.

10k a week ago now I’m alittle over 8.

Few years ago, most people have never even heard of Palantir or know what they do.
Today, people still don't know what they do but it seems they have a negative impression on Palantir. This sentiment seems to be growing with people cheering on headlines whenever they lose a contract.
Now with the stock dropping in price, do any of you have concerns that the stock will not bounce back given that the negative sentiment seems to be growing? And, this seems to causing some businesses and organizations want to distance themselves from Palantir given its reputation.

PLTR trade card · OptionWhales daily thesis

A $18 Million Ticket On A Stock Already Bleeding

Palantir closed Thursday's session at $108.05 — and for part of the day it traded under that. Palantir Technologies stock tumbled 5.2% through 12:50 p.m. ET Thursday, and earlier in the morning the company briefly set a new 52-week low share price of $106.39. The tape is ugly: a year-to-date decline of 36% and shares 45.3% below the prior 52-week high, with the sell-off driven largely by valuation concerns.

Into that, at 2:43 p.m. ET, somebody put on a two-leg put position totaling 13,430 contracts and walked away from the desk having paid $18.1 million in cash. The expiration on both legs: the next trading day.

What The Two Legs Actually Do Together

The structure has two components, executed in the same second:

- **6,100 puts struck at $123**, costing $9.27M (roughly $15.20 per contract)
- **7,330 puts struck at $120**, costing $8.85M (roughly $12.08 per contract)

Both strikes sit well above the $108 spot. With PLTR there, the $123 put already contains $14.95 of intrinsic value; the $120 put contains $11.95. So the trader paid almost exactly intrinsic value plus pennies of time premium — about $250K of optionality on $18M of outlay.

That matters because it reframes the position. This is not a "bet that PLTR falls." Buying deep in-the-money puts the day before expiry is mathematically close to building a synthetic short stock position with a floor at zero. The net delta of the combined legs is roughly -13,100 — equivalent short exposure to about 1.31 million shares, or ~$142M notional. The $18M is the cost of putting that short on for one overnight session.

Why The 6,100-To-7,330 Ratio Is The Interesting Part

If this were a clean directional bet, you'd expect one strike, one size. Instead we get two strikes three dollars apart and a 1-to-1.2 ratio between them. That asymmetry is what the rule-based classifier flagged as a put ratio spread structure — unequal contract counts across different strikes, executed as one logical block.

Read as a unit, the position is bearishly skewed but the *shape* of the bearishness changes by price level. Below $120, both legs deliver dollar-for-dollar with the stock. Between $120 and $123, only the $123 leg pays. Above $123 the whole thing goes to zero — and that's where the $18M evaporates entirely. PLTR would need to rally roughly 14% overnight for that to happen. Unlikely, but it's the cliff.

What This Trade Quietly Concedes

Paying near-intrinsic for next-day puts is not how anyone "buys lottery tickets." It's how someone *moves a short exposure onto the books with defined max loss* — or *closes an existing short put position they had sold*. The payload is explicit that we cannot see prior open interest at these strikes, so we don't know whether either leg is opening fresh risk or unwinding it. That's a real gap, not a rhetorical one. A trader who was short the $120 puts and bought them back here would be paying intrinsic to flatten — same trade ticket, opposite story.

We also can't *prove* both legs belong to the same trader. Matched-second execution and the size pairing are strong inference, not certainty.

The Catalyst Picture, And What It Doesn't Explain

The macro setup is straightforward. A parliamentary committee in the UK called PLTR's role in the UK public sector an "unacceptable point of weakness", contributing to the slide. Wolfe Research separately upgraded Palantir to "Peer Perform" from "Underperform" — a polarizing tape. And the next scheduled catalyst is the Q2 2026 earnings report, with management guiding to revenue of $1.797 billion to $1.801 billion — which is *not* tomorrow.

That's the puzzle. Single-day deep-ITM put structures usually exist because something happens before the bell rings. Nothing scheduled does. Which makes the most plausible reading either a hedge against an unscheduled headline risk, or — more prosaically — a closing transaction on a short-put book that got too close to the money as PLTR ground to its lows. The size says "institution." The cost structure says "this isn't speculation."

*This article is for educational and informational purposes only and is not investment advice. Options trading involves substantial risk; consult a licensed financial professional before acting on any analysis.*