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SoFi and Palantir were CRUSHED by FAKE news! Here's what I'm doing.

Name: SoFi and Palantir were CRUSHED by FAKE news! Here's what I'm doing.
Uploaded: 2025-10-03T18:31:04Z
Description: What a weird week. --------- Roy / Crossroads on X: @kross_roads The content on this channel is for educational purposes only and does not constitute financial advice. We do not provide recommendations to buy, sell, or hold any stocks, derivatives, or other investments. Viewers should consult a r

10/3/2025, 6:31:04 PM

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Economic Summary

High-flying stocks can see sharp corrective moves after rapid gains; PLTR is up ~132% YTD and SOFI up ~81% YTD, making both more prone to pullbacks.
Media, AI, and algorithmic trading amplify headlines — a month-old Army memo triggered a ~6.5% intraday drop in PLTR despite being resolved.
The Army prototype contract discussed is roughly $100 million split among multiple vendors (Palantir, Anduril, Microsoft), so exposure to any single vendor is limited.
According to follow-up statements, identified cybersecurity deficiencies were mitigated immediately and no vulnerabilities were found in the Palantir platform.

Bullish

Reported issues were old and mitigated, suggesting limited long-term impact to PLTR contracts.
SOFI has strong year-to-date gains and prior momentum despite the current pullback.

Bearish

PLTR vulnerable to headline-driven sell-offs after a large run-up and rich valuation.
SOFI experiencing an extended pullback from recent highs after rapid gains.
Algorithmic/AI amplification of old memos can cause abrupt price drops regardless of fundamentals.

Bullish tickers

PLTRSOFI

Bearish tickers

PLTRSOFI

PLTR

Bullish

Army memo issues were old and reportedly mitigated; no platform vulnerabilities found, limiting long-term impact.

Bearish

High valuation and heavy recent gains make PLTR susceptible to headline-driven sell-offs.

SOFI

2 price targets

3025

Bullish

Strong year-to-date performance (~81%) suggests underlying momentum despite short-term weakness.

Bearish

Extended losing streak after rapid run-up; price pulled back from about $30 to roughly $25.

MSFT

Bullish

Microsoft was noted as up and not materially impacted, suggesting resilience despite ecosystem security testing.

Bearish

Mentioned as a likely locus of cybersecurity work in the prototype ecosystem; could be implicated in memos.

ANDURIL

Bullish

Contract work is split across vendors, limiting single-company exposure; issues reportedly mitigated.

Bearish

Named in headlines alongside Palantir; hardware/software mix may attract scrutiny in defense prototypes.

People mentioned

CrossroadsGarciga