đš $PLTR SOARS 30% AS BURRY'S $9.2M PUT BET SINKS â BUBBLE OR BREAKOUT? đ„
Palantir just dropped a 30% hammer on the doubters. đ US commercial revenue up 149% YoY, government up 90%, guidance raised â Nasdaq ripped 2.6% while the S&P and Dow hit records. Risk appetite is back.
But the market's favorite contrarian isn't folding. đ Burry's infamous $912M "short" was actually ~$9.2M in premiums on long-dated $50 puts into 2027 â max loss is just the premium, and this is a multi-year chess game.
The real risk isn't this quarter â it's a valuation with zero margin for error. đĄ If US commercial growth slows or AI budgets shift to cheaper models, compression hits faster than downgrades.
đŹ Is Burry early, or is the market dancing on a bubble's edge?
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #PLTR #AI #Earnings #BigShort #Trading
đŠ đ„
Palantir just dropped a 30% hammer on the doubters. đ US commercial revenue up 149% YoY, government up 90%, guidance raised â Nasdaq ripped 2.6% while the S&P and Dow hit records. Risk appetite is back.
But the market's favorite contrarian isn't folding. đ Burry's infamous $912M "short" was actually ~$9.2M in premiums on long-dated $50 puts into 2027 â max loss is just the premium, and this is a multi-year chess game.
The real risk isn't this quarter â it's a valuation with zero margin for error. đĄ If US commercial growth slows or AI budgets shift to cheaper models, compression hits faster than downgrades.
đŹ Is Burry early, or is the market dancing on a bubble's edge?
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #PLTR #AI #Earnings #BigShort #Trading
đŠ đ„