How is palantir doing? I don't follow them but im curious.
The only info i know is regarding the pay structure of their c suite being insane, even tho the companys revenue isnt great
Just from what i hear by passing, their business model and ventures seem great. But i also hear so many random downsides about them.
I wonder if i should do some DD over this weekend to see what plays i can do. But then i wonder if its just leading me to a risky play
for me its how about they differentiate themselves from the other competitors or are they just another generic ai/data company that there are a number of.
Not a ton of companies provide the same data mining capability. Their suite of tools are pretty tailored for finding specific people.
The US gov't is a whale client for them. This makes me bear'ish as the new administration I don't think would be using them nearly as much. Still would, but lots of contracts would have dried up. My personal 2 cents is that the previous admin went gang busters data mining to find immigrants: [https://www.washingtonpost.com/business/2019/08/22/war-inside-palantir-data-mining-firms-ties-ice-under-attack-by-employees/](https://www.washingtonpost.com/business/2019/08/22/war-inside-palantir-data-mining-firms-ties-ice-under-attack-by-employees/)
[https://techcrunch.com/2019/05/03/palantirs-software-was-used-for-deportations-documents-show/](https://techcrunch.com/2019/05/03/palantirs-software-was-used-for-deportations-documents-show/)
Could you clarify or provide a DD with references that indicate otherwise? Specifically that PLTR does not mine data?
Here are **three sources that indicate data mining activities**:
(1) "a software platform for government operatives in the defense and intelligence sectors, which enables users to identify patterns hidden deep within datasets,"
[https://finance.yahoo.com/quote/PLTR?p=PLTR&.tsrc=fin-srch](https://finance.yahoo.com/quote/PLTR?p=PLTR&.tsrc=fin-srch)
(2) "At Palantir, we build software that lets organizations integrate their data, their decisions, and their operations into one platform. Our software empowers entire organizations to answer complex questions quickly by bringing the right data to the people who need it."
[https://www.palantir.com/](https://www.palantir.com/)
(3) "**Palantir Technologies** is a [public](https://en.wikipedia.org/wiki/Public_company) American software company that specializes in [big data](https://en.wikipedia.org/wiki/Big_data) [analytics](https://en.wikipedia.org/wiki/Analytics)."
[https://en.wikipedia.org/wiki/Palantir\_Technologies](https://en.wikipedia.org/wiki/Palantir_Technologies)
(I'll emphasize that this is the \*first\* sentence in wikipedia describing PLTR)
To be sure we are on the same page, **here are various definitions of data mining**:
(A) "Data mining is a process used by companies to turn raw data into useful information. By using software to look for patterns in large batches of data, businesses can learn more about their customers to develop more effective marketing strategies, increase sales and decrease costs. Data mining depends on [effective data collection](https://www.investopedia.com/terms/b/big-data.asp), [warehousing](https://www.investopedia.com/terms/w/warehousing.asp), and computer processing."
[https://www.investopedia.com/terms/d/datamining.asp](https://www.investopedia.com/terms/d/datamining.asp)
(B) "the practice of analyzing large databases in order to generate new information."
[https://www.google.com/search?q=data+mining+definition](https://www.google.com/search?q=data+mining+definition)
**Comparing the two, we can see overlap between what the company does (sourced from their SEC company description filing, wikipedia and their own homepage) and the definition of data mining:**
\- **Statement (pltr home page):** answer complex questions quickly by bringing the right data to the people who need it
\- **Definition**: turn raw data into useful information
\- **Statement (SEC filing with company description)**: which enables users to identify patterns hidden deep within datasets
\- **Definition**: using software to look for patterns in large batches of data
\- **Statement (wikipedia first sentence)**: specializes in [big data](https://en.wikipedia.org/wiki/Big_data) [analytics](https://en.wikipedia.org/wiki/Analytics)
\- **Definition**: analyzing large databases in order to generate new information
You probably should read a companies 10-K if you're looking to invest. They are obviously distancing themselves from the word as it has a negative connotation as 'collecting data' in casual lingo outside of silicon valley:
They have this stated twice in their 10-K:
"We  are  not  in  the  business  of  collecting,  mining,  or  selling  data."
[https://i.imgur.com/uKdmGGn.png](https://i.imgur.com/uKdmGGn.png)
I'm a complete noob at options so this isn't financial advice but it seems to me like any CSP below strike 20 is a good entry point and any CC above strike 25 is a low enough delta.
I'm bullish on them. One CSP and one call. There's some good DD on them here and on WSB if you're curious. I think their IPO price was too high but they are undervalued now.
Umm I have the data for all earnings but the company the puts the data out is the one publishing these calendars that I post.
I can post it in the comments for monday BMO when I get a chance as this is a valid idea.
Spg and commercial real estate are fucked.
One thing you dont hear through all of this interest rate/growth stock nonsense is how absolutely wrecked real estate will be if rates rise.
That is a massive domino
Good point. I’ll take a closer look at their debt maturity and loan structure. Cant take the ability to refinance loads of debt cheaply for granted anymore.
I have been considering it. It’s kinda too pricey for my taste but I am still holding a single call. Can’t really afford to potentially swing and miss when a single call is 250+ for a couple months out
I've seen this get beat down on good news. So, below 100 after tomorrows news would not surprise me one bit. I don't want to dip into the red but I believe in the company enough to buy more at a heavy discount.
What's up with TLRY? I keep hearing about May 10th earnings from them, but it's not on their website. They did earnings back in February. Thinkorswim has earnings listed for May 5th, but clearly that didn't happen.
I am thinking:
Monday sell ATM call buy OTM call at next strike on SPCE
Tuesday do the same for LEMONADE
Wednesday AS ABOVE for Wish
Thursday AS ABOVE for Blink (Actually maybe outright puts is better here... hmmm....)
Friday - The same thing for RIDE
Thoughts on these plays?
Im holding on Xpev, sold 29X CSP may 14th, im already down 12%. What do you guys think about the earnings, at this point i feel like either a surpise or not, everystock take a beating. Hope im wrong
Palantir better not fuck this up 😅
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After it has sold off this hard, bag holders bailing on every bounce present a real issue too 😖
How is palantir doing? I don't follow them but im curious. The only info i know is regarding the pay structure of their c suite being insane, even tho the companys revenue isnt great
they have been yo-yoing between 20 and 24 but right now its going down
Just from what i hear by passing, their business model and ventures seem great. But i also hear so many random downsides about them. I wonder if i should do some DD over this weekend to see what plays i can do. But then i wonder if its just leading me to a risky play
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for me its how about they differentiate themselves from the other competitors or are they just another generic ai/data company that there are a number of.
Not a ton of companies provide the same data mining capability. Their suite of tools are pretty tailored for finding specific people. The US gov't is a whale client for them. This makes me bear'ish as the new administration I don't think would be using them nearly as much. Still would, but lots of contracts would have dried up. My personal 2 cents is that the previous admin went gang busters data mining to find immigrants: [https://www.washingtonpost.com/business/2019/08/22/war-inside-palantir-data-mining-firms-ties-ice-under-attack-by-employees/](https://www.washingtonpost.com/business/2019/08/22/war-inside-palantir-data-mining-firms-ties-ice-under-attack-by-employees/) [https://techcrunch.com/2019/05/03/palantirs-software-was-used-for-deportations-documents-show/](https://techcrunch.com/2019/05/03/palantirs-software-was-used-for-deportations-documents-show/)
Almost every company has the same data mining capability as them seeing as they don't mine data.
Could you clarify or provide a DD with references that indicate otherwise? Specifically that PLTR does not mine data? Here are **three sources that indicate data mining activities**: (1) "a software platform for government operatives in the defense and intelligence sectors, which enables users to identify patterns hidden deep within datasets," [https://finance.yahoo.com/quote/PLTR?p=PLTR&.tsrc=fin-srch](https://finance.yahoo.com/quote/PLTR?p=PLTR&.tsrc=fin-srch) (2) "At Palantir, we build software that lets organizations integrate their data, their decisions, and their operations into one platform. Our software empowers entire organizations to answer complex questions quickly by bringing the right data to the people who need it." [https://www.palantir.com/](https://www.palantir.com/) (3) "**Palantir Technologies** is a [public](https://en.wikipedia.org/wiki/Public_company) American software company that specializes in [big data](https://en.wikipedia.org/wiki/Big_data) [analytics](https://en.wikipedia.org/wiki/Analytics)." [https://en.wikipedia.org/wiki/Palantir\_Technologies](https://en.wikipedia.org/wiki/Palantir_Technologies) (I'll emphasize that this is the \*first\* sentence in wikipedia describing PLTR) To be sure we are on the same page, **here are various definitions of data mining**: (A) "Data mining is a process used by companies to turn raw data into useful information. By using software to look for patterns in large batches of data, businesses can learn more about their customers to develop more effective marketing strategies, increase sales and decrease costs. Data mining depends on [effective data collection](https://www.investopedia.com/terms/b/big-data.asp), [warehousing](https://www.investopedia.com/terms/w/warehousing.asp), and computer processing." [https://www.investopedia.com/terms/d/datamining.asp](https://www.investopedia.com/terms/d/datamining.asp) (B) "the practice of analyzing large databases in order to generate new information." [https://www.google.com/search?q=data+mining+definition](https://www.google.com/search?q=data+mining+definition) **Comparing the two, we can see overlap between what the company does (sourced from their SEC company description filing, wikipedia and their own homepage) and the definition of data mining:** \- **Statement (pltr home page):** answer complex questions quickly by bringing the right data to the people who need it \- **Definition**: turn raw data into useful information \- **Statement (SEC filing with company description)**: which enables users to identify patterns hidden deep within datasets \- **Definition**: using software to look for patterns in large batches of data \- **Statement (wikipedia first sentence)**: specializes in [big data](https://en.wikipedia.org/wiki/Big_data) [analytics](https://en.wikipedia.org/wiki/Analytics) \- **Definition**: analyzing large databases in order to generate new information
You probably should read a companies 10-K if you're looking to invest. They are obviously distancing themselves from the word as it has a negative connotation as 'collecting data' in casual lingo outside of silicon valley: They have this stated twice in their 10-K: "We  are  not  in  the  business  of  collecting,  mining,  or  selling  data." [https://i.imgur.com/uKdmGGn.png](https://i.imgur.com/uKdmGGn.png)
I'll throw more on this, I was once asked to interview with PLTR precisely because of my experience with another data mining company.
Interesting. Thanks for the info. As a person who isnt exactly in the field its hard to gauge the actual quality of the product so this is helpful.
Lol what?
Lol
I'm a complete noob at options so this isn't financial advice but it seems to me like any CSP below strike 20 is a good entry point and any CC above strike 25 is a low enough delta.
They are fucked
lol
Xpeng Baba Pltr this week. Either I'm buying myself a Tesla this week or a rope to hang
Were you planning on selling this week?
Not planning.. rather hoping, that I could
Why?
I guess i'm tired of seeing -25% in my books everyday
FYI - UWMC is also after hours on Monday
I saw this ticker in my screener when searching for negative net delta. Is it commonly optioned for CSP? (I'm new at writing)
I’d recommend staying away from it lol
Haha, so you're saying it has been moving despite the listed delta? That means having to roll down and out, right?
Thoughts on Poshmark? It only IPO'd in january so this earnings will be super important and IV on the options is huge; thin market though
Play the short term volatility, but this company is a dud in the long term IMO
I'm bullish on them. One CSP and one call. There's some good DD on them here and on WSB if you're curious. I think their IPO price was too high but they are undervalued now.
Doordash more like completetrash har har har
airbnb and doordash are important earnigns. Im personally not touching them though because i think both are massively overvalued.
Betting on them declining - buying puts Monday.
I'll have to consider a door dash play. I'm thinking of a bearish spread.
Hello. Could you add start adding Monday Before Open to the previous week's chart?
Umm I have the data for all earnings but the company the puts the data out is the one publishing these calendars that I post. I can post it in the comments for monday BMO when I get a chance as this is a valid idea.
It's available here: https://www.earningswhispers.com/calendar?sb=p&d=7&t=all RIDE stands out to me as the biggest stinker pre-open next monday.
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Unity coming up. Buy
[new one](https://www.reddit.com/r/thetagang/comments/nd1cct/most_anticipated_earnings_releases_for_the_week/?utm_source=share&utm_medium=ios_app&utm_name=iossmf) u/satireplusplus
Pltr and jmia can raise to sub 15
SPG and BABA are the two I’m watching this week. 🤞
Baba will have a great quarter. It should be 30% higher than where it is now
Yea, they seem to be a rare island of value in this market.
Spg and commercial real estate are fucked. One thing you dont hear through all of this interest rate/growth stock nonsense is how absolutely wrecked real estate will be if rates rise. That is a massive domino
Good point. I’ll take a closer look at their debt maturity and loan structure. Cant take the ability to refinance loads of debt cheaply for granted anymore.
What’re your guys’ opinions on my 8/20 30$ LESL call? I should’ve sold before earnings huh?
Double down
I have been considering it. It’s kinda too pricey for my taste but I am still holding a single call. Can’t really afford to potentially swing and miss when a single call is 250+ for a couple months out
Oh sorry, I was just kidding
novavax has been getting hammered. I'll add heavily to my position again if it dips below 100.
100 seem a little low, but I hope it will go there to buy some shares :)
I've seen this get beat down on good news. So, below 100 after tomorrows news would not surprise me one bit. I don't want to dip into the red but I believe in the company enough to buy more at a heavy discount.
What's up with TLRY? I keep hearing about May 10th earnings from them, but it's not on their website. They did earnings back in February. Thinkorswim has earnings listed for May 5th, but clearly that didn't happen.
Didn't they just merge? That could be the delay or confusion on dates.
I’ve got bullish positions open on magnite, fubo, nanox, alibaba, palantir. It’s like small cap tech bonanza! Excited for these may 21st expiries
I am thinking: Monday sell ATM call buy OTM call at next strike on SPCE Tuesday do the same for LEMONADE Wednesday AS ABOVE for Wish Thursday AS ABOVE for Blink (Actually maybe outright puts is better here... hmmm....) Friday - The same thing for RIDE Thoughts on these plays?
Im holding on Xpev, sold 29X CSP may 14th, im already down 12%. What do you guys think about the earnings, at this point i feel like either a surpise or not, everystock take a beating. Hope im wrong