d2jsp
Log InRegister
d2jsp Forums > Off-Topic > General Chat > Investment & Finance > Pltr
Prev123456Next
Add Reply New Topic New Poll
Views: 897Replies: 54Track Topic
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#21
Nov 3 2021 05:26pm
Quote (NetflixAdaptationWidow @ Nov 1 2021 03:17am)
Looking forward to this and next week. It always runs up on earnings, and it's already running up.

So I'm hoping this is the big breakout. It's been hitting higher and higher highs on earnings, the guidance is increasing, and fears of inflation aren't as high as they were six months ago.

I have 500 shares and one Jan 2023 call. Let's go to the moon!


What is your strike price?
Member
Posts: 64,763
Joined: Oct 25 2006
Gold: 0.00
#22
Nov 3 2021 06:28pm
Quote (S3th @ Nov 3 2021 06:26pm)
What is your strike price?


My breakeven is 32.50.
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#23
Nov 8 2021 08:04pm
earnings premarket tomorrow
Member
Posts: 64,763
Joined: Oct 25 2006
Gold: 0.00
#24
Nov 8 2021 08:06pm
Quote (S3th @ Nov 8 2021 08:04pm)
earnings premarket tomorrow


Previously we were at a bottom and earnings caused a run up.

So we are either gonna moon, or have a sell the news situation because everybody else also noticed the pattern.
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#25
Nov 9 2021 06:59am
Quote (NetflixAdaptationWidow @ Nov 8 2021 09:06pm)
Previously we were at a bottom and earnings caused a run up.

So we are either gonna moon, or have a sell the news situation because everybody else also noticed the pattern.


we beat but premarket seems to be a sell-off which I can understand
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#26
Nov 9 2021 07:02am
https://investors.palantir.com/financials/quarterly-results

This post was edited by S3th on Nov 9 2021 07:03am
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#27
Nov 9 2021 09:33am
added when down 10% lol
Member
Posts: 64,763
Joined: Oct 25 2006
Gold: 0.00
#28
Nov 9 2021 09:46am
Quote (S3th @ Nov 9 2021 09:33am)
added when down 10% lol


Commercial customer count grew 46% quarter-over-quarter
US commercial revenue grew 103% year-over-year

This is fire lol


Definitely gonna add
Member
Posts: 64,763
Joined: Oct 25 2006
Gold: 0.00
#29
Nov 9 2021 01:02pm
The news coverage of this is incredibly positive. The spin last few earnings was "yeah, big growth, but not sustainable and not a convincing business". Now it's "compelling growth and strong cash flows despite being a high growth business".

IMO we're gonna see a turnaround on the valuation around the end of the year.
Member
Posts: 36,937
Joined: Oct 20 2007
Gold: 48,650.00
#30
Nov 12 2021 07:29am
Quote (NetflixAdaptationWidow @ Nov 9 2021 02:02pm)
The news coverage of this is incredibly positive. The spin last few earnings was "yeah, big growth, but not sustainable and not a convincing business". Now it's "compelling growth and strong cash flows despite being a high growth business".

IMO we're gonna see a turnaround on the valuation around the end of the year.


I think Q3 was great especially with positive operating cash flow. However, I think they are properly valued for the current growth risk as a lot of growth is baked in. The investment is a no-brainer but I don't think we will see a sustainable run-up over $60B MC for another few quarters.
Go Back To Investment & Finance Topic List
Prev123456Next
Add Reply New Topic New Poll

© 2003-2026 d2jsp  Contact