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Markets still falling like whoa


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2 minutes ago, Hefeweizen said:

Next week is going to be extra entertaining.  If the tariffs go into effect I predict the 10 year will jump and we’re going to see a sea of red.  But TSLA will jump up 20 percent because reasons.

It's wild, the only thing that kept their balance sheet black was a mark to market valuation of Bitcoin. Totally a normal and healthy financial posture backed by stable instruments

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1 hour ago, Lurch said:

Guessing the markets bet this is just short term noise, with the assumption being each country will negotiate a “resolution” with minimal impact on anyone. Just a bunch of posturing.

I believe the administration. We are in for some short term pain. I bet Bessent got drunk as fuck Friday evening. 

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Well looking at the holding sell off in pre-market, looks like the market may shrug the tariffs off as temporary?  Or assumption is they will not stay in place? I would think there would need to be a carve out for US Automakers.  Otherwise you may be adding as much as $3000 to a GM or Ford, in the supply chain.  Good for Tesla I guess to offset EV credits, but unsustainable for the US manufacturers.  So I do not see the tariffs as anything but posturing.  But I also do not see how politically Trump cannot keep at least some inflationary tariffs in place politically.  

HERE IS MY QUESTION - What, if any, stickiness will there be to prices "temporarily" inflated from tariffs?  

two year +.04, ten year -.03, thirty year -.05

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1 hour ago, FartingMonk said:

The market is pissing me off today.  The one stock that I want to see drop (Meta) is holding pretty strong today.  That means less RSUs for me

Don't worry it'll take a dump the day after the shares mature and you're assesed taxes on them, same as it ever was

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Guessing the markets bet this is just short term noise, with the assumption being each country will negotiate a “resolution” with minimal impact on anyone. Just a bunch of posturing.

What probably happened w Mexico
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24 minutes ago, Incredulity said:

575 multiple too rich?

Guess people are baking in expectation of hitting the hockey stick curve. Its still just a linear ramp for now. 
Their slides are some of the ugliest ive seen. Also, yes, im sour for having sold out in the 20s and 30s. 

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3 hours ago, Incredulity said:

575 multiple too rich?

Not for dinner tonight!  My play with Palantir is that is has been working AI in some of the most necessarily secure environments there are.  So I think that corporate clients will not question the reliability and hack proof(?) software package.  I've been bleeding with my Uvix hedge to some degree.  But it was to get to this earnings.  I actually bailed a little bit and retrenched when it and Uvix were both dumping  

3 hours ago, 52-80 said:

Guess people are baking in expectation of hitting the hockey stick curve. Its still just a linear ramp for now. 
Their slides are some of the ugliest ive seen. Also, yes, im sour for having sold out in the 20s and 30s. 

I dumped a bunch a $64.50ish near the bottom middle of the month from this particular memory... 

This is our risky account.  I assume there will be short covering by retail investors in the AM.  Big beat.  Glad I was on the right side of it.

Edited by horn4life
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8 hours ago, horn4life said:

Not for dinner tonight!  My play with Palantir is that is has been working AI in some of the most necessarily secure environments there are.  So I think that corporate clients will not question the reliability and hack proof(?) software package.

People might not know that Palantir also does generic tech consulting with their software tooling. They're working with one group in my company to do some basic data management and analysis -- has nothing to do with national security / defense / etc. 

But still, including that potential market,  with expected FY2025 US Commercial rev of $1B their valuation is wild.  Bottom is measure of profitability growth


image.thumb.png.8ee18b9d9b26307ba11574896d0ba959.png

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1 hour ago, 52-80 said:

People might not know that Palantir also does generic tech consulting with their software tooling. They're working with one group in my company to do some basic data management and analysis -- has nothing to do with national security / defense / etc. 

But still, including that potential market,  with expected FY2025 US Commercial rev of $1B their valuation is wild.  Bottom is measure of profitability growth


image.thumb.png.8ee18b9d9b26307ba11574896d0ba959.png

It's fucking crazy I know.  Like crack.  

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17 hours ago, 52-80 said:

Lord Christ Palantir just hit $100 in afterhours trading for a $230B valuation from a <$1B sales quarter with <$100M of net income. 

All growth trajectory yes but you gotta extend that trajectory forever 

In 2021 I was deep in a recruiting cycle with palantir and I ultimately bailed out of it because I didn’t like how heavy they were in academia and public sector. I didn’t think the ceiling could be high enough and the pay was on the conservative side of the spectrum (remember, this was pre-interest rates and inflation still in the ZIRP era). I passed on what surely would have been a healthy 7 figure equity/RSU comp plan today.

you just never know :(

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5 minutes ago, Vegas64 said:

In 2021 I was deep in a recruiting cycle with palantir and I ultimately bailed out of it because I didn’t like how heavy they were in academia and public sector. I didn’t think the ceiling could be high enough and the pay was on the conservative side of the spectrum (remember, this was pre-interest rates and inflation still in the ZIRP era). I passed on what surely would have been a healthy 7 figure equity/RSU comp plan today.

you just never know :(

To be fair their cieling is still the same. The market is completely irrational. 

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25 minutes ago, Vegas64 said:

In 2021 I was deep in a recruiting cycle with palantir and I ultimately bailed out of it because I didn’t like how heavy they were in academia and public sector. I didn’t think the ceiling could be high enough and the pay was on the conservative side of the spectrum (remember, this was pre-interest rates and inflation still in the ZIRP era). I passed on what surely would have been a healthy 7 figure equity/RSU comp plan today.

you just never know :(

If it's any consolation I could have been PC's Limited employee number 128...  But I would be on my 3rd or 4th wife by now.... so there's that!

 

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