Bear CallStill Playing Out6 Months
PL
PLTR
Palantir Technologies
Devin Osei's Call
Extraordinary company, impossible valuation
Recorded at
$143.00
Now
Since recorded
—Call is
— Call Recorded Jul 8, 2026by Devin Osei (@devinmacro)
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Another View
Disagree? Make your own Bull Call on PLTR.
Bull 50%2 Calls on PLTRBear 50%
Where members stand — not who's right. The market decides that.
Their reasoning
I'd own it 40% lower. At today's multiple you're underwriting near-flawless execution for years. Any deceleration or SBC scrutiny and the air comes out fast.
- 1Valuation discounts perfection.
- 2SBC dilutes shareholders.
- 3Sentiment is stretched.
Biggest risk
Commercial growth stays above 30% and the market keeps paying up for scarcity.
Let's see what happens.
Look at PLTR first