Voices on Palantir
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
4 of 56 Voices · Deutsch
PLTRDan IvesAnalystJun 29, 2026Bullish
Our summary: Ives argued the market is badly mispricing enterprise AI demand and monetization over the next six to nine months, including for Palantir.
“The market is way mispricing what this demand trend is going to look like”
CNBC article ›
Details ⓘ
- Speaker
- Dan Ives, Wedbush Securities
- Role
- Analyst
- Source
- CNBC
- Format
- News article
- Date
- Jun 29, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 29, 2026; the view may have changed.
PLTRMichael BurryInvestorApr 10, 2026Skeptical
Our summary: Burry said he still holds long-dated Palantir puts, calling the stock wildly overvalued with a fundamental value well under $50 a share.
“I believe the fundamental value of this company is well under $50/share”
Substack post, via CNBC ›
Details ⓘ
- Speaker
- Michael Burry, Cassandra Unchained
- Role
- Investor
- Source
- CNBC
- Format
- Newsletter
- Date
- Apr 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Apr 10, 2026; the view may have changed.
PLTRJames CakmakInvestorAug 4, 2025MixedOlder statement
Our summary: Cakmak said Palantir is a position investors have to own, but at a smaller size.
CNBC interview ›
Details ⓘ
- Speaker
- James Cakmak, Clockwise Capital
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Aug 4, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 4, 2025; the view may have changed.
PLTRPaul MeeksInvestorFeb 20, 2025SkepticalOlder statement
Our summary: Meeks said Palantir's fundamentals are strong but its valuation is egregious.
“egregiously expensive”
CNBC interview ›
Details ⓘ
- Speaker
- Paul Meeks, Harvest Portfolio Management
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Feb 20, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Feb 20, 2025; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.