PLTR - Palantir Technologies Inc.

The host identifies Palantir as a standout in the application layer of AI. He doesn't currently hold it but is 'looking at it very closely.' He considers it the only other name besides the big tech companies he'd feel comfortable adding to the application layer.

Mentioned briefly in the Reddit post as an example of a stock that would inflate proportionally. The host does not give a direct opinion but uses it to illustrate the flawed logic of the Reddit thesis.

Host has held since 2013. Wants to buy more in the $120s (currently around $135). Sees it as one of the best companies with exceptional execution. Interested in new generative AI tools from Palantir.

Getting sold off but making more money every day with higher growth rates and higher margins. Beautiful business. Host uses it as an example of a winner you already own vs chasing smaller names.

Extended and ripped recently; hit a big supply zone and stalled for 6 trading days. Seems like a good place to sell and cash out, not a good buy here.

Up 9% in the rally. Host would have included it in his favorite software/SaaS list but kept it off because it's focused on AI. Still considers it a really interesting software company.

Host bought Palantir this morning alongside Nvidia. Notes Palantir is up 6.7-7% on the day and describes the move as 'balance restored'.

Host is considering a position and bought a single share for his watchlist. He notes Palantir is guiding 100% growth after recent acceleration, with increasing profitability. He sees the current weakness (driven by Claude competition fears) as a buying opportunity, though he's uncertain about the bottom.

Host mentions he bought a share to keep it on his watchlist and is looking to potentially buy more on a dip. He's interested but waiting for a better entry point.

Tanner says Palantir will 'do very good during this moment' and has a phenomenal business model with recurring revenue and a great CEO.