Amit Kukreja
PALANTIR HITS ALL TIME HIGHS, MARKETS CONTINUE STRENGTH, EARNINGS AFTER THE BELL | MARKET CLOSE
10/27/2025, 7:13:40 PM
Economic Summary
- AMCR (Amcor) reported its best quarter ever with roughly $2 billion in revenue, implying strong underlying demand; however, leadership transition (CEO retirement) injects near-term uncertainty.
- AMCR's share price has been oscillating between about $30 and $35 over the past two months and moved down roughly 4% during the company's call, indicating heightened short-term volatility.
- Palantir (PLTR) was previously trading around $9–$10, and the speakers describe long-term conviction that the market will eventually recognize the company's value, signaling a growth/narrative-driven investment thesis.
Bullish
- AMCR reported its best quarter ever, suggesting the broader trend may remain intact
- Palantir (PLTR) has long-term narrative believers who expect market recognition
- Weight Watchers showed tradeable volatility and option opportunities (profitable spreads noted)
Bearish
- AMCR down ~4% amid an ongoing earnings call and CEO retirement, creating short-term uncertainty
- Management transition risk could pressure sentiment despite good results
Bullish tickers
AMCRPLTRWW
Bearish tickers
AMCR
AMCR
4 price targets
34.89313034
Bullish
Posted its best quarter ever with about $2 billion in revenue; broader trend appears intact according to the speaker.
Bearish
Stock down about 4% during the call and CEO is retiring, creating short-term uncertainty despite good earnings.
PLTR
2 price targets
910
Bullish
Speakers recount long-term conviction from when the stock was $9–$10 and expect eventual market recognition of the company's value.
WW
Bullish
Trader Chris profited from option spreads on Weight Watchers, highlighting volatility and tradeable opportunities.
People mentioned
ChrisArnie