The Compound
Cramer on Palantir
10/28/2025, 1:35:19 AM
Economic Summary
- Palantir (PLTR) is described as experiencing very strong business momentum with high customer satisfaction and rapid adoption across large customers, implying continued revenue growth if retention remains high.
- The company has meaningful traction in defense contracting, with a dedicated head of defense and government relationships that support recurring, mission-critical revenue (PLTR).
- Despite operational strength, valuation concerns persist — the speaker worries the stock is 'too expensive' even as Palantir approaches or exceeds internal metrics like the referenced 'rule of 80', creating risk of overpriced expectations.
Bullish
- Business is 'on fire' with strong customer feedback.
- Meaningful defense contracts and a dedicated defense lead bolster government business.
- Partnerships with large corporates like Boeing add credibility.
Bearish
- Valuation appears too rich despite strong growth — may be overpriced for current fundamentals.
- Founder/CEO personality and publicity risk could create governance or reputation concerns.
- Speaker is not long the stock, indicating skepticism from some experienced investors.
Bullish tickers
PLTRBA
Bearish tickers
PLTR
PLTR
Bullish
Customer and employee anecdotes describe intense execution and strong defense/government adoption; business described as 'on fire' and landing large customers like Boeing.
Bearish
Perception that the stock is too expensive despite strong growth; CEO personality and publicity risk could hurt sentiment.
BA
Bullish
Boeing's adoption/partnership with Palantir is cited as a signal of Palantir's credibility and enterprise value.
Bearish
No explicit bearish points mentioned regarding Boeing in the transcript.
People mentioned
Alex KarpOrtbergShyamWendyHeatherBrian Cox