Serenity 持仓雷达 › 个股索引 › $PLTR
$PLTR · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$PLTR 被累计提及 46 次，本周态度 未表态，其他。数据每日更新。
$PLTR 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 46 次 |
| 近7/28/90日提及 | 0 / 0 / 1 |
| 最新价 | USD 128.43（2026-07-08） |
| 今日 / 本周涨幅 | -4.4% / — |
| 首次提及以来涨幅 | -18.7% |
| 首次 / 最近提及 | 2025-07-28 → 2026-06-25 |
最近有人说了 $PLTR 什么？
下面是最近 8 条提及 $PLTR 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-06-25中性感觉唯一还没崩的…… 就是 $MU 这样的内存、指数、和英特尔这类大盘半导体了。 ——光子从 $AXTI 到 $SIVE 跌了40%。 ——航天 $ASTS 和 $RKLB 一个月跌40%。 ——热门AI股 $PLTR 年内跌约35%。 ——软件 $CRM 跌
- 2026-04-25中性原文@beauty_oe マイケル・バーリは、$PLTR にシャンプーの「ヘッド＆ショルダー」チャートを描き、AI国防請負業者のバリュエーションを中小企業向けマーケティングのHubspotと比較した。 Xで影響力のある人たちと絡めば絡むほど、彼らがいかに何も分かっていないかを思い知らされる。
- 2026-04-10中性原文Our president is really posting about $PLTR as the stock dropped 16%? Stating: “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment” Even threw in the Nasdaq ticker in parenthesis for good measure lol. https://t.co/7A4CNcHcd9
- 2026-04-09看多原文Got banned from the subreddit after posting about $AXTI so a little salty. Mods didn’t like it when a stock goes from $15 to $70 and retail actually makes money. But they encourage everyone to lose their life savings on 0dte $PLTR options. Reddit is one of the biggest social media sites for censorship + echo chambers, albeit very profitable as a long.
- 2026-03-17中性原文Normally don’t respond to trolls, but the hypocrisy on this platform is pretty impressive. Random X retail: “Why didn’t you tell me about $LITE before it went up 1000% already?” Me: “Posts my thesis about the next possible $LITE at the very beginning, without paywalls.” X retail: 😡, “I’m going to pay $400 for a paywall to long $ADBE and short $PLTR instead”. Especially after my $AXTI thesis that already went from $12->$50 in 3 months... I distribute all my thought processes for free. And markets can price in any alpha immediately or however they want. (I get things wrong as well, especially with names like $ETOR that crashed from $65 to $33). However, instead of the original model where analysts sell a thesis for $2000+ to other hedge funds to slowly accumulate. Then retail buys at $40 billion+ as seen with $LITE. My account’s been growing because I’m one of the few analysts to break that model. And I distribute novel information synthesis for free to everyone. Stocks are a positive sum game where everyone benefits if a thesis is directionally correct.
- 2026-03-14中性原文Andruil $20 Billion USD cumulative total contract awarded by US Department of War. Positive news for $PLTR, $KRKNF, $SPIR, $ACHR and other supply chain/integration partners. Larger partners from $ORCL, $AMD, and $NVDA are less likely to get much of a tailwind. “Andruil… was awarded a firm-fixed-price contract with a cumulative total of $20,000,000,000 to consolidate current and future commercial solutions, including the proprietary, open-architecture, AI-enabled Lattice suite, integrated hardware, data, computer infrastructure, and technical support services”
- 2026-03-13中性原文I’m genuinely impressed: People are collectively paying Michael Burry $10 million + in yearly subscription fees. Just to lose money on both $PLTR and $ADBE. On top of their $400+ yearly sub fee. There were signs when they tried comparing Hubspot small business blogging valuations. To Palantir’s black box AI programs used to invade Iran and Venezuela. When they feel the need to block anyone on X because their arguments can’t hold up to public debate… Maybe you’re following the wrong person?
- 2026-03-13中性原文I’m independent compared to others who work at research firms or funds. So I’m allowed to speak my mind about someone who charges millions to compare $PLTR, a defense contractor, with small business blogging helpers. Best of all, the following him are also losing more money on top in the market.
去哪看 $PLTR 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $PLTR 完整动态 →常见问题
$PLTR 为什么会出现在 AI 供应链追踪名单里？
$PLTR 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 46 次，归类在「其他」板块。首次提及时间是 2025-07-28。
海外大 V 最近怎么看 $PLTR？
最近 7 天 $PLTR 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$PLTR 从被提及到现在涨了多少？
从首次被提及（2025-07-28）到最新收盘，$PLTR 的区间涨幅是 -18.7%。这只是价格统计，不代表任何人的实际收益。
$PLTR 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $PLTR 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。