What's this bowl's take on Palantir?

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Nahhh you guys ever watch the new Westworld? Palantir’s tech is literally Rehoboam and they’re in bed with the government, funded by Thiel, ran by Karp. Only going up

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Palantir is a consulting firm parading as a software company. They will be hit hard when margins contract following slower revenue growth. I give it ~3 quarters

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Do you know what percentage of the revenue is subscription based and what percentage is services based? Do you know the growth rate of each? Most early stage SaaS companies heavily rely on services to cover their tech in the early stage. This comes down to whether you believe the engineering team will improve the platform for scalability or not.

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I love Palantir. Got it at $9 flat, never should have sold.

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Same. Now I have 10 $27 call options on them.

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I'd say half and half.

I have June calls, but I'm not married to the company

Meme ish

Avoid. Soros was smart… got into it at 9 and left it at 27.

I got in at 9 and sold at 40. I wish it was 30000 shares instead of 300

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