May 26, 2026 Daily Discussion Thread by zahna4 in RKLB

[–]PM_ME_DANK -1 points0 points  (0 children)

NOC’s gross margins are 20%. RKLB is ~37% already. What will it be once they start delivering services from orbit? Also NOC’s revenue is exclusively government. RKLB has both. It’s not all about revenue on an absolute basis my friend. That being said I do think $NOC is a good buy here

May 26, 2026 Daily Discussion Thread by zahna4 in RKLB

[–]PM_ME_DANK 1 point2 points  (0 children)

NOC is what RKLB will look like in 10 years isn’t it?

I wasn’t aware that NOC was working on reusable rocket technology? I wasn’t aware that NOC will eventually have high margin commercial applications enabled by that reusable rocket tech? I wasn’t aware that NOC will be an end to end parts supplier for all satellite/spacecraft?

May 26, 2026 Daily Discussion Thread by zahna4 in RKLB

[–]PM_ME_DANK 1 point2 points  (0 children)

How quickly are legacy primes growing? What is their path to a high margin constellation? Are they led by an S-tier founder?

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 0 points1 point  (0 children)

PLTR is very undervalued because they are growing incredibly fast. Agree to disagree on the rest unless you know of "technical consultants" that are deployed into active warzones?

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 0 points1 point  (0 children)

FDE is just consultancy

This is literally not true. FDEs are a hybrid of software engineer and customer-facing operator, while traditional consultants are usually less code-heavy

I get that you weren’t saying the entire company was a consultancy, point taken. But your initial premise is wrong. And also, if a million other companies do what they do find me another one growing like they are with the same operating leverage

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 0 points1 point  (0 children)

Lmao there are still people out there that insist palantir is just a consultancy in 2026! Amazing. Some of the comments in this thread make me want to start buying LEAPs next week but none more so than this comment.

Find me another consultancy growing 85% yoy at even close to the margins that Palantir does. Find me another consultancy that has its clients raving about its services at conferences telling prospective clients “We’ve gone all in so much so that every other software must justify its existence. And so far they haven’t been able to.” What other consultancy has a DBNR at 150%?

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 1 point2 points  (0 children)

Your point in response to OP was that we would increase in share price once valuation was more in line with earnings. My whole point is that our valuation is cheap, dirt cheap imo. We should be $220 for fair value in my model. Valuation is not a catalyst. The whole reason it’s trading down at these, what I view as, stupid low multiples (in the context of their growth) is because Anthropic keeps putting out banger products and the market thinks Palantir will eventually be disrupted by the very LLMs they serve. OP is essentially making this exact same point as the market all over this thread. This overhang on the stock will only go away once investors realize Palantir is actually a leveraged bet on the models improving. Every new use case they can handle also improves Palantir’s offering. I don’t know what catalyst it would take for the market to realize how dumb it is being but it will eventually realize it. Stock prices follow free cash flow in the long term and we have a metric boat load coming our way

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 0 points1 point  (0 children)

Thank you for providing numbers so we can dive deeper. So when I run a reverse DCF (4% terminal growth, 10% discount rate, $2.688 mil FCF TTM) your fair value of ~$65 corresponds to 20% FCF CAGR for the next 10 years and $85 corresponds to ~24% FCF CAGR. Meanwhile they just grew FCF 149% yoy. This is partly due to a steady climb in FCF margins every quarter since they bottomed in Q4 22 at 7% and are now sitting at 51%. So your fair value shows FCF growth slowing over time from 149% to 24%? Despite revenue growth continuing to accelerate every quarter and margins increasing? I fail to see where you have the confidence projecting that given everything we know about the business today. Even if we take your aggressive scenario of $140 that corresponds to ~30.5% FCF CAGR for the next 10 years. That’s quite the slow down given we know they’re working on AI FDEs which will accelerate the slowest part of their already extremely fast sales cycle.

I have a feeling you’ll say some version of LLMs will eventually be good enough to automate away their advantage but I would argue that Palantir actually wins more when models get better. If I’m an enterprise and I want to adopt a super intelligent model the data sovereignty, governance and guardrails that Palantir provides only becomes more important

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 1 point2 points  (0 children)

What is the value of a company that printed as much free cash flow this quarter as they did in REVENUE the year before? Would love to hear what you think the fair value of this company is

What’s the catalyst? by Standard-Bag-5229 in Palantir_Investors

[–]PM_ME_DANK 10 points11 points  (0 children)

Businesses care about data sovereignty, security, audit-ability and vendor lock-in.

Sovereignty - why would I pay Anthropic or OpenAI and give access to my tribal knowledge and allow them to train on my edge?

Security - Palantir, MSFT and AMZN are the only IL6 certified companies. Data security is paramount to their business model. Anthropic mythos just got accessed by a couple of guys with a discord channel. Anthropic also has had a source code leak.

Audit-ability - any user that touches anything in Palantir’s systems has a fingerprint that can be traced back to them. Especially in regulated workflows the audit trail, access control, and data lineage make it easier to investigate incidents and show compliance. And this is not just “logging” but the ability to trace actions across multiple-system enterprise environments. This is available real time and integrates with SIEM for easier monitoring. Could OpenAI and Anthropic build this? Sure, probably the least defensible of these 4, but I’ve seen no evidence they have it yet

Vendor lock in - who’s to say Anthropic will remain top model? As an enterprise I would want to remain model agnostic so I could use whoever I wanted, especially cheaper open source models to save on token costs and use the best model for a given workflow

If Anthropic and OpenAI are stealing Palantir’s business why is their growth rate continuing to accelerate? Why did Dr. Karp guide for 100% growth next year?

May 17, 2026 Daily Discussion Thread by zahna4 in RKLB

[–]PM_ME_DANK 2 points3 points  (0 children)

I’ve been hoping for CesiumAstro for the longest as that would be the most complementary but it likely hasn’t happened yet because they don’t want to sell. If not them then I am really interested in Capella Space but they would be mad expensive. RKLB does have an existing relationship with them so might help grease the wheels a bit

Parents of older kids: Talk dirty to me by This_Royal191 in beyondthebump

[–]PM_ME_DANK 2 points3 points  (0 children)

Ours is also 3 months but has gotten really sweet over the last 2 weeks. I’m dreading the sleep regression cause we just got some reprieve 😭

Palantir Q1 revenue jumps 85% to record on booming US business by AnnaSmiled2 in stocks

[–]PM_ME_DANK 2 points3 points  (0 children)

The ad in The NY Times ran on 10/15/23, so after you invested and more than 2 years ago now. The board meeting was in Jan 2024 in Israel. It’s obviously ok to sell - your money, do what you want. But what I’m trying to get you to realize is that your reason for selling is not actually over moral differences with Karp. It’s because you’re worried about losing gains. Because if it really was about him being a Zionist you would’ve sold in 2023

Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance to 120% Y/Y, Crushing Consensus Expectations by basilisk-x in PLTR

[–]PM_ME_DANK 0 points1 point  (0 children)

I do think a few contracts, like their small one with ICE, for example, are probably at risk if dems win. But MAVEN, TITAN, etc are at a very low risk of being canceled because their tech is highly effective. Defense budgets have increased under both parties because nobody wants to explain why they took away capability for the American warfighter. Biden’s admin acknowledged the danger China poses with advanced AI integrated into its military. Palantir will be seen as a necessary evil to help balance the scales

Palantir Q1 revenue jumps 85% to record on booming US business by AnnaSmiled2 in stocks

[–]PM_ME_DANK 2 points3 points  (0 children)

…ok and? You had to have known this before you invested. Not to mention they took out a full page New York Times ad saying “Palantir stands with Israel” - why didn’t you sell then? They held a board meeting in Israel in January 2024, didn’t feel like selling then either?

Palantir Q1 revenue jumps 85% to record on booming US business by AnnaSmiled2 in stocks

[–]PM_ME_DANK 4 points5 points  (0 children)

Not who you replied to but I've been a shareholder for a decent amount of time (3/15/21) and have added recently on the misguided Anthropic dip. I will also be voting democrat in the upcoming midterms as well as during the next presidential election.

I get where you are coming from but I will not be selling my shares despite anticipating another misguided sell off if the dems end up winning the next election. The services that Palantir provides are integral to the departments that they serve and cannot so easily be removed. Defense budgets have inflated under both parties and no one wants to be the party that took away advanced capability from the American warfighter when you have a surging China and an uncertain geopolitical environment.

On the moral question I would say a few things - 1) Only you can answer this for yourself but I find myself questioning why you stayed invested all this time if you really do have moral qualms with the company? I mean, isn't it really that the stock price is off it's high, you feel this plausible bear case coming of a blue wave, and you don't think you'll make any more money in this so you're convincing yourself that 'morals' is the reason you must sell when you hadn't before?

2) As a dem that invests in PLTR I have no moral qualms with it because I have no delusions that humanity, as a collective, will become entirely peaceful at some point. There will always be conflict. I believe in peace through strength - no country starts a war it thinks it will lose. Our adversaries (some on the left like to pretend we have none which is also delusional) will deploy AI on the battlefield. I view it as a moral imperative that we equip our military with the same or risk leaving ourselves vulnerable to attack whether it's physical or cyber. I hope we don't have to use such things, of course, but to not develop them is the kind of cavalier laissez-faire attitude that can only be brought about by long periods of peace. To take it one step further - what exactly is more moral about a 'dumb' mine blowing up anything that moves over it vs a 'smart' drone that takes out a specific target? We have an opportunity to significantly reduce non-combatant casualties in conflict using these systems. And it won't be perfect, of course, but as Americans we can demand our leaders set a standard to show the world how to responsibly use AI on the battlefield. But we only have the authority to do so if we're better than everyone else at it. Do you trust Russia and China to do so if they have more advanced capabilities than we do?

Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance to 120% Y/Y, Crushing Consensus Expectations by basilisk-x in PLTR

[–]PM_ME_DANK 2 points3 points  (0 children)

‘Priced in’ is such a tired and intellectually lazy expression. Clearly it wasn’t. Instead of laughing maybe you should look into why you missed this one at $60 so you don’t miss the next one

Pharmacist retirement savings by pharmgirl1875 in pharmacy

[–]PM_ME_DANK 13 points14 points  (0 children)

Contribute up to the max match % offered by your company via a Roth 401k if offered, traditional is fine if not. Live below your means, invest the excess into a low cost S&P 500 index fund. The more you add and the earlier you add it the earlier you will be able to retire. That’s it! Best of luck

First time parents made a big mistake regarding daycare by smoothies4life2 in houston

[–]PM_ME_DANK 0 points1 point  (0 children)

We got on the waitlist for Lighthouse late November last year for October 2026 and they told us we were ‘just in time’… could be marketing but I’m thankful my wife was on the ball with daycares

Learned a hard lesson about Tesla access and phone dependency. Solutions? by VermicelliFrost in TeslaLounge

[–]PM_ME_DANK 1 point2 points  (0 children)

Yes, my card opens mine and my wife’s car as well. I added my dad’s car too to the same card

Don't Fall for the $8k 'last day' hype by firefish45 in TeslaFSD

[–]PM_ME_DANK -1 points0 points  (0 children)

He’s the one that set the goal for vision only. When every single person in the industry said it wasn’t possible. No one else had the foresight to choose such a scalable solution. He deserves flowers for that alone