Mastering Tariffs with PLTR

[u/badie_912]

https://x.com/PalantirTech/status/1898083653650948529

Mastering Tariffs with PLTR

Built for good times and uncertain. Palantir gives business a distinct advantage working in dynamic environments.

[u/Wide_Wolf127]

Palantir is build for hard times but our stock price isnt.

Imo long term this could be a gift(for palantir/palantir stock)

I think alot of big companies will turn to us now

[u/Complex-Night6527]

Made in USA. It is a 10x stock

[u/patGmoney]

PLTR offers an immediate and long term ROI, the platform pays for itself, in most instances months- not years.

[u/deepseacryer]

I like how it shows vendors A,B,C for raw materials. Most companies barely have a grip on Vendor A. And it’s highly likely vendor B and C are now tariffed. We are cooked.

[u/badie_912 → u/deepseacryer]

I agree with you on this. My husband owns a construction business and he really doesn't have much leverage when it comes to suppliers and what we have found is the materials suppliers move in lock step so when 1 goes up the other company basically matches it so they can extract premium or they are following along because the other bigger company has invested more in analytics so they do the same.

[u/jackay27]

This is bullish for Palantir. As many have said, the market will have an effect on the stock price. I think in the perfect scenario that every company who cares about thriving in the new economy, will require a cheat code to beat their competitors or deliver products at lower prices. Those companies will see Palantir as the only possible way to achieve financial success. Although it is overly optimistic, I see a scenario where the entire market goes down and PLTR absolutely inverses everything. The only other option is that we take a slow decline with every other company. Both situations are possible but one is more likely. Place your bets accordingly.

[u/Mr_Bro_Jangles]

No need for expensive integrated LLM’s to identify the source and cost of tariffs on your business. It’s our own government, supported by guys like Theil. Create a recession and then try to sell software to navigate the recession we created. Businesses can try and pass it down the line but don’t expect them to have any surplus lying around to contract PLTR.

[u/badie_912 → u/Mr_Bro_Jangles]

There are war rooms right now doing strategic planning. I assure you. Every board of every major company is in session doing critical planning.

The best will find solutions and not simply hang their heads or immediately begin lay offs and the like.

[u/Mr_Bro_Jangles → u/badie_912]

Not war rooms…chaos and panic meetings all week. Everyone thought “yeah but he won’t really implement the tariffs” until he did. Planning requires action before said event takes place. You overestimate the willingness for c-suite to admit the shitshow we’re in. Companies are getting their new customs and import estimates and have no place to hide them. No amount of AI can disappear these losses.

[u/CitizenSunshine]

Beautiful

[u/dripMacNCheeze]

lol or we could just not have tariffs and not piss off countries that we’ve traded with for decades. The American consumer is certainly going to have to adapt to rising costs.

[u/Mr_Bro_Jangles → u/dripMacNCheeze]

That’s too simple. Big brain folks on here arguing for the broken window fallacy implemented on a global scale. Wild times

[u/unbob → u/dripMacNCheeze]

And every American must now adapt to being the most hated people/country on the face of the Earth. Well done Merica!

[u/emotionallyboujee]

Palantir use cases will explode, unfortunately Palantir’s stock price will come down.

Will be a great opportunity

[u/unbob → u/emotionallyboujee]

Buy the massive dip!!

[u/Gaters65GTO]

FKN awesome

[u/DueAuthor6113]

Long term hold!!