Eh, if Saudi Arabia and US deal on chip is the reason a big rally, that's a pretty stretch for Palantir. Nvidia, AMD, yes. But chip deals may. Ot benefit Palantir. 

Do not be surprised if you see retracement today. This is normal for a stock hich hits record high as this will drive profit taking.

Palantir is one of my safest pick. Where last night's rally was across most tech sectors, the truth is the risk factors are not over. What happened was basically Donald Trump backing down as China did not really give the US anything of worth. Which means, the ban on chips and counter ban on rare earth still stands. But Palantir is unique in that it is realtively unaffected by the ongoing trade wars.  For one, almost all their customers are domestic American. For another, the government business moat is really strong against volatile movements.  And then there is the declaration that the Trump government will be spending more than a trillion $ to shore up security. And Palantir stabds to get quite a lot if this business. DYOD.

"Tesla's market share in the United States as a percentage of EVs sold has fallen from 75% in the first quarter of 2022 to 43.5% in the first quarter of 2025. While still the leader in the space, this market share slowdown has greatly affected revenue, which declined 20% year over year last quarter." 20% fall in revenue in their largest market is worrying in itself. It is a worst fall the rest of the world.  But the Tesla/Musk fanboys are ignoring fundamentals and hatching on the the robotaxi promise. But do remember before the robotaxi promise, there was the cybertruck promise, and before that there was the cheaper Tesla model promise.  Cybertruck sales is tanking and there are reports of overstock and manufacturing ceasing, barely two years TD after the launch.  The cheape

That's what Warren Buffett was noted to say too. Also Bill Gates even went as far as saying he shorted Tesla.  Presently the Elon Musk followers are latchin gonto his every promise and keeping Tesla price up. But as he keeps disappointing, it will eventually lead to a correction. And when that happens, think low 100's as happened last year.

Opps

Ooh. This is the trigger for me to start buying PLTR. Katie has been pretty bad on timing lately. 

On it's own, a drop of 6% is not so badZ but we have to remember this is after slashing prices as well as offering interest free loans. Clearly, Tesla is in deep shit.

The negative news keeps piling up and other car companies are bulling their forward guidance due to Donald's great American tariff plan. GM. Ford, Stellantis. On the other hand, the Chinese EV's are doing roaring businesses. At the expense of Tesla. So how to explain the late-market/post-market share price increase for Tesla ? Pure manipulation I feel.

I am more inclined to follow Wells Fargo and JP Morgan's call for $120.  This Robotaxi promise will go the way of the Cybertruck story.  Two tears ago Cybertruck was what Musk used to spin a positive for Tesla when questions were asked about valuation. Well we all know how Cybertruck is going now.....

The last bastion in Europe has broke. Uk sales for Tesla has rejoined the crashing party. Elon Musk best leave the company if they want to arrest the brand boycott.

This should not surprise. With Tesla reporting poorer sales across many markets, and with the Cybertruck getting so much brickbats, who will still be wanting to buy this?  What is worst is barely two years ago, the Cybertruck was Elon Musk's great white hope and the eventual launch spurred big price jump for the shares. Now with the Cybertruck proving to be a great big lemon, how far more will the Tesla share price fall? 

How true it is about the fickleness or over-expectations from retail traders. Palantir reported exactly, or higher, than professional analyst's projections, but the retailers were hoping for the moon. So how do we then reconcile this with Tesla where they are continuing to report dismay sales and falling margins, but yet retailers are believeing Elon Musk and hoping for, not just the moon, but the stars even. I think Palantie will recover, but Tesla is up for a big reckoning pretty soon.

Tesla continues to report dismay sales results. All of which are negative for the company as EV's are the core business and main cash contributor. If Palantir can fall 9% despite reporting excellent results, and the reason for this is attributed to high valuation, how much worst will it be for Tesla where the valuation is even higher, AND with worsening business results?

Market feels like it's a desperate push by retail investors taking a chance that Donald Trump's tariff wars will bring about a positive result for the US. Most institutions are betting the other way. So, the question for us is, who do we think is right?  For me, the fact that Warren Buffett's Berkshire is hoarding more cash speaks volumes. In fact, screams red alert even.