Bull vs Bear
PLTR
Palantir Technologies
Two members looked at the same company and said different things. Each Call was recorded at its own moment and its own price.
Where members stand — the market still decides.
Both Still Playing Out
Each Call is measured against its own horizon.
AIP is turning a services company into a platform
The bootcamp-to-production motion is real and the net dollar retention proves it. Commercial US is the inflection. Valuation is rich, but the growth durability is being underestimated.
Recorded at
$132.00
Target
$185.00
Horizon
1 Year
Confidence
66%
Call Recorded Jun 22, 2026
by Jonah Park (@jonahcreates)
See the full CallExtraordinary company, impossible valuation
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.
Recorded at
$143.00
Target
$95.00
Horizon
6 Months
Confidence
58%
Call Recorded Jul 8, 2026
by Devin Osei (@devinmacro)
See the full CallWhat’s Your Call?
You don't have to pick one of theirs. Make your own.
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Bull vs Bear
PLTR
AIP is turning a services company into a platform
Recorded $132.00 · Jun 22
Target $185.00 · 1 Year
@jonahcreates
Extraordinary company, impossible valuation
Recorded $143.00 · Jul 8
Target $95.00 · 6 Months
@devinmacro
Same company. Two Calls.
Let's see what happens.