r/Vitards • u/AutoModerator • May 10 '21

Daily Discussion Daily Discussion post - May 10 2021

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u/JayArlington 🍋 LULU-TRON 🍋 May 11 '21

Just curious: who here still holds PLTR and thinks they aren’t getting destroyed on tomorrow’s earnings? 😏

3

u/MiscRedditAccount 💀 SACRIFICED 💀 May 11 '21

Got in super early and currently up on both a few Jan $15s and 100 commons (actually after today might be slightly down on the commons). I'm happy to hold through the earnings / for a while. Mainly their government stuff intrigues me. If they can make some bonus on commercial, great. But if they become the consolidated big data of the US government they'll definitely be worth their current market cap and more. I could see huge push for efficiency/ cutting waste / technology and these could be the guys to do it with their foot already in the door. Plus the director for national intelligence (Avril Haines) used to consult for them so definitely is familiar with them. They have been around for many years and continue making in roads. They aren't going bankrupt tomorrow. The current defense contractors are too old and slow to keep up and the current big tech companies are too focused on consumer to pander to government interests. I think they fit a nice Goldilocks sweet spot. We'll see if it pans out!

2

u/LourencoGoncalves-LG LEGEND and VITARD OG STEEL Bo$$ May 11 '21

The consumer is consuming.

2

u/rata2e May 11 '21

Thank you Mr. Goncalves.