Even Winning Investors Are Tired of PLTR Stock

"Palantir ( Nasdaq: PLTR) stock has lost 10% in the last 5 days after fading AI enthusiasm and negativity surrounding insider sales have caught up with a premium valuation. There is a noticeable shift in retail investor sentiment on Reddit, X, and elsewhere as users shift from cautiously optimistic, to exhausted. It's not just Palantir. Other AI wunderkinds like Oracle (Nasdaq: ORCL) and Corweave (Nasdaq: CRWV) have fallen 25%, and 45% respectively in just the last month."

"Clearly, the sand has shifted. Look no further than r/wallstreetbets on Reddit, where even though a trader 'won', they sound exhausted: The poster wrote: "If you do this for a living idk how, my heart rate was probably 120bpm all week and I probably lost 6 years of my life from stress. " Even those profiting from volatility are burned out. They're making a decision to "leave the casino"."

"The bears have a strong case. Palantir trades at a trailing p/e of 1,740 and a p/s of 105x, multiples that dwarf even the most aggressive valuations Of 25 analysts covering Palantir only 4 suggesting a buy at current levels Insiders have been systematically selling shares through September, October, and November; no insider buying reported in recent months With analyst price targets averaging $184.88 and institutional caution mounting, the near-term outlook favors consolidation over continuation of the rally. For investors watching PLTR, the key question is whether current multiples can be sustained or whether a more significant repricing is ahead. Right now, investors are voting with their brokerage accounts and saying "no way"."

Palantir stock fell 10% over five days as AI enthusiasm faded and insider sales pressured a premium valuation. Retail investor sentiment shifted from cautious optimism to exhaustion across Reddit and X. Other AI-related equities, including Oracle and Corweave, declined sharply in the last month. Palantir's trailing P/E near 1,740 and P/S about 105x present extreme multiples. Only 4 of 25 analysts currently recommend buying, while insiders have been net sellers across recent months. Analyst price targets average $184.88, and the near-term outlook favors consolidation and potential repricing.

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