Don Linrothe

@PalantirOg So now social media tweets by a one hit wonder drive stock prices not actual execution by management? Investors had better wise up and fast to this nonsense. I dont see Karp just sitting back and watching this fraud go unanswered. 255.00 PLTR target intact.

$PLTR ‘Load Up,’ Says Top Investor as Palantir Stock Drops – Sees 30–40% Upside Ahead The investor goes so far as to suggest that Palantir could become the Apple of the defense industry. In that sense, the company has an “immense responsibility” to play a vital role in the defense ecosystem of Western nations. 🎯🦾🌟 April 9, 2026 Palantir (NASDAQ:PLTR) is taking a hit, with the stock dropping about 12% over the past two trading days after ‘Big Short’ investor Michael Burry took to X to question the company’s position in the enterprise AI race. The comments came at a fragile moment for the stock, raising doubts about whether Palantir can maintain its standing as competition intensifies across the sector. In the post, Burry argued that “Anthropic is eating $PLTR Palantir’s lunch,” adding that the rival is gaining ground by offering what he described as “an easier, cheaper, intuitive solution for businesses.” He contrasted that with Palantir’s heavier reliance on government work, which he characterized as “low margin and small.” Burry also pointed to Anthropic’s rapid scale, noting the company surged from $9 billion to $30 billion in annual recurring revenue within months, compared to the much longer path it took Palantir to reach similar levels. Burry also zeroed in on valuation, suggesting the stock reflects expectations that leave little room for missteps. That argument carries weight given Palantir’s premium multiples, which have been justified by strong growth but also leave shares vulnerable when confidence begins to fade. So, are we looking at meaningful cracks in the Palantir thesis, or just another shakeout in a volatile high-growth name? Top investor Oliver Rodzianko leans toward the latter, looking beyond the valuation debate and instead pointing to Palantir’s expanding footprint in defense and government contracts, where demand continues to build and long-term opportunities remain intact. ✔️ “Palantir remains expensive but is positioned as NATO’s core modernization engine amid rising global military spending,” states Rodzianko, who is among the top 1% of stock pros covered by TipRanks. 🏆 Rodzianko notes that military expenditures around the world increased by 9.4% in 2024, which was the sharpest jump since 1988. This is no mere cyclical shift, and the investor argues that this puts Palantir in a “compounding vector.” 🚀 While U.S. commercial revenues are also rising (the company is expecting growth of at least 115% in 2026), the investor is enthralled by the potent mixture of the company’s technological acumen and the deep pockets of government defense spending. 🦾 “The most exciting aspect of Palantir is still its Silicon Valley roots, with founder Thiel and a small gang of revolutionary upstarts bringing world-changing technology to the forefront of the defense industry of the West,” adds Rodzianko. 🛡️ The investor goes so far as to suggest that Palantir could become the Apple of the defense industry. In that sense, the company has an “immense responsibility” to play a vital role in the defense ecosystem of Western nations. 🍎 On that score, Rodzianko has faith that the company will act conscientiously and wisely. He’s therefore bullish about Palantir’s prospects and the opportunity for investors. 📈 “It requires patience, humility, and a steady hand from management that does not view war as a profit vector but rather peace as the long-term compounding horizon instead,” concludes Rodzianko. 🌅 Along with a Buy rating, Rodzianko is predicting 30% to 40% upside in the coming 12 months. Wall Street, for its part, is still leaning in Palantir’s favor, with 21 analysts weighing in and the majority landing on the Buy side, supporting an overall Moderate Buy consensus rating. The breakdown shows 14 Buys, 5 Holds, and 2 Sells, and the average price target sits at $194.61, implying about 50% upside from current levels... By Gabe Ross 🇺🇸🌐📈🛡️🪖🦾🔮🦄🔥 tipranks.com/news/load-up-o…

@burrytracker One hit wonder Burry can post tweets and then delete them but the facts are the facts and that is all that matters. Palantir revenue growth and profits continue to accelerate and they are a one of one company with zero competition. That simple fact is what will drive this stock

Update: It's now been 158 days since Michael Burry publicly went bearish on Palantir $PLTR It's down ~36% since

@amitisinvesting Burry and his followers are destined to get wiped out shorting Palantir. 255.00 target 100% solid.

$PLTR Palantir down 12% over the past 2 days, here’s what I think is going on: - I don’t think Palantir is down because of the “war being over.” Other defense contractors are up after the ceasefire and this conflict only proved that demand for defense tech will be much, much greater over the next decade. This likely isn’t the reason. - No massive insider selling over the past few weeks. Didn’t see any major selling yesterday either on the initial drop. This could be a fund unwinding part of their position and taking profits, but not huge insider selling. Insider selling has rarely affected the stock, Thiel sold 2M shares at $140 last month and the stock didn’t budge. - The major reason it seems to be down stems from a new product that Anthropic has released around multi-agent orchestration. I haven’t studied the product in depth, but I don’t think the market has either. $CRM $ADBE $NOW all software names hit a new 52-week low today. $IGV, the software index, has $MSFT and $PLTR as the top 1 and 2 positions. Naturally when there is a software selloff, those two names will get hit hard. Now, I don’t think Microsoft (even with their copilot issues) deserves to be down 30% from the highs. I also don’t think Palantir (valuation is aggressive and could also be a reason for a selloff, but valuation has always been aggressive) which is doing 70% topline rev growth with 50% adjusted operating margins deserves to be down this much either. I know people are pointing to a Burry post about Palantir (which he now deleted) comparing them to Anthropic, but I think Burry doesn’t actually understand Palantir. He still thinks they can’t be an AI company if they don’t produce a LLM. He is also short so his incentive is to make people sell. Ultimately, don’t really see the reason for this outside of Palantir being lumped in with the index and unless their growth slows down, which we have seen zero signs of and not to also mention Palantir has the BEST growth in the entire software sector at 70%, then this selloff feels more systemic across the industry vs isolated to Palantir. $130 has been good support, if we lose $120 then I can imagine things getting uglier but staying above $130 is a decent baseline for the name.

@amitisinvesting Nobody and I mean NOBODY can do what Palantir does. Anyone saying anything different doisn't understand the technology.

@PalantirOg As all the indexes hit new ATHs the Palantir pressure to breakout will only grow stronger. Another blowout earnings on deck.

@TheProfInvestor My belief is that many will get caught short when PLTR hits 210.00 to 255.00 range and wonder what the hell just happened. Burry manipulation is hollow at best and based on nothing but deleted BS.

Someone has to say it- Palantir breaking down. $107 will be next. $PLTR

@gabz_investing Its to late for Burry to redact his tweet. Insinuating that Anthropic competes with Palantir is 100% BS. Two totally different models. In fact they collaborate via a partnership. But he failed to mention that fact. I'm calling on the SEC to launch an investigation. PLTR is solid.

$PLTR — Everyone is panicking. I'm buying. Down 6.6% today. Down from $207 to $131. The crowd sees a falling knife. I see a Fibonacci retracement doing exactly what it should. EMA stack still aligned: 20 > 50 > 200 ✅ Support zone: $125.80 – $133.65 Resistance to reclaim: $144 – $150 MFI in outflow. RSI at 40.7 and falling. But the 200 EMA sits at $82. Price is still nearly 60% above it. This is not a broken company. This is a macro selloff hitting one of the strongest AI names on the market. Time will prove this right.

PLTR 255.00.TARGET INTACT.

‘Load Up,’ Says Top Investor as Palantir Stock Drops – Sees 30–40% Upside Ahead - TipRanks.com share.google/hk8eoXC27uJdVO… Burry isn't the only one that can tweet. PLTR TO 255.00

@DavidRi24012971 @michaeljburry I think Burry is in VERY deep shit. His unhinged zero credibility tweets look like nothing more than desperation. I feel bad for those getting knocked out of PLTR by the algos but his immediate tweet deletion speaks volumes. Can you say SEC?

$PLTR + clarity+ logic - Michael Burry’s manipulative, vindictive lazy unlogical crazy off the Mark hit pieces= Fuck @michaeljburry Burry! 🍻 I’m starting to suspect that Burry is being paid off by hedge funds that are shorting Because he can’t be that stupid Even taking into consideration for the last 15 years, his record has been #abysmal

@gabz_investing My only criticism of Palantir is simple. Karp needs to stop talking about his autism and start talking about Palantir technology and how its developing new technology. Karps autism talk is getting old so roll up your sleeves and get to work. We get it you have autism now STFU.

@SA2ismidaf @VestExchange I think Burry is in deep shit over his false and misleading tweets. Why does he tweet this BS then immediately delete it? Making every lame attempt to move the stock lower on bogus claims is obvious by manipulating the algorithms.

@VestExchange Burry's been calling the top on Palantir for years and keeps fumbling it, their govt contracts and commercial momentum means this is just some stupid noise

$PLTR is down over 6% on the day, diverging from a broader risk-on rally following a US–Iran ceasefire. Michael Burry reiterated a short thesis citing Anthropic share gains, while $PLTR traders weigh enterprise AI competition against its government and commercial platform positioning. It’s currently the #1 trending stock on @Stocktwits, with streams split between valuation concerns and pushback on the short thesis.

@NotNormieAtAll @VestExchange Speaking of clowns and fraudsters.

@VestExchange Funny seeing we got a ceasefire and Palantir goes down automatically, biggest case of a trump dump

@VestExchange Burry tweets BS then deletes it like a little child then runs and hides. This should tell long PLTR investors what the REAL Palantir is all about. The 255.00 target is intact based on real people doing real work and digging deep into the company not some has been fraudster tweet

@VestExchange Burry just deleted his PLTR tweet because he knows the SEC is looking at him. He's gone from big short to in big shit. Total coward trying to boost his short position with non factual tweets. My guess is Palantir has already sued this clown.

@Gubloinvestor Burry deletes his Palantir stock manipulation tweet. SEC should launch an investigation into this fraudster. My guess is Palantir will be suing him for defamation and stock manipulation.

Why is $PLTR down today?

@etienne_breton Burry still trying to live on a winning bet 20 years ago. Total fraud that only knows how to tweet in order to manipulate stocks. He never built a real company but just lives of BS manipulation. Sad .

$PLTR Another oversimplified and misleading take from Burry—I thought he’d stay quiet forever, but apparently not. 💥💥🚀

@Gubloinvestor Burry is a complete fraud only trying to manipulate markets with tweets. He never built a company but rather just plays in the market casino atmosphere because he had 1 big winning bet 20 years ago. Just a complete joke today.

@Gubloinvestor Putting my money on Dan Ives a guy that puts in the work over a fraud like burry that only sends out tweets.

@w_terrence Your an idiot and a fool. Get help.

Many of you still don’t get it — or refuse to admit it. Trump didn’t just “come back.” He survived a coordinated deep-state war, two bogus impeachments, a stolen election, lawfare, assassination attempts, and a corrupt corporate media that lied about him every single day. He got up off the mat, ran again, and crushed it anyway. Faults and all, he’s the most consequential president of the modern era. He yanked this country back from the edge of collapse that Biden and Kamala were racing toward And too many people are still sitting there, smug and ungrateful, acting like it was no big deal.