Did anyone buy shares of Palantir $PLTR in 2026?
I know this stock was often at the center of discussions and in stock news headlines when it was growing at a rocket pace in recent years. But the current decline (the stock is already 34% below its peak) isn’t being talked about much.
...When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
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Palantir and the market reaction
$PLTR fell sharply today, despite the company reporting better-than-expected results for the third quarter of 2025. Revenue reached approximately 1.18 billion USD, which beat analysts' consensus of around 1.09 billion USD, and earnings per share were also slightly higher than expected. Nevertheless, the shares lost about 7 to 9 % during the day,...
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The market should have reacted the other way. I've been buying this year and I'm happy😃
📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
The stock is extremely overpriced and it doesn't make sense to me to buy it now.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
Which company in your portfolio do you think has the biggest competitive advantage?
For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.
I would also pick $ASML because there are few companies like that on the market and the current valuation is still great.
Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.
At what price would you overbought$PLTR?
It's still terribly expensive and I think there are better opportunities on the market right now. For me it would be interesting up to around $80.
📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?
I'll be most interested in the results of $NVO now, as I already have a large position and hope the stock bounces off the bottom.
How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ...
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Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR will gain access to Palantir's AI technologies to streamline production and air...
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The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR and $NVDA have fallen nicely now after that huge run up, and I'm starting to increase my position again.
Paradoxically, I bought only after that big run-up and I’m not complaining at all, because I’m still sitting on a solid profit.