Company
Palantir
- Episodes
- 14
- Share
- 1.4%
- Shows
- 13
- Net sentiment
- +0.18
Down from 1.9% of episodes in the weeks before; net sentiment was +0.05.
Bullish 5Mixed 3Neutral 3Bearish 3
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Palantir. Longest episodes first.
Bullish 5
- Cofounder Joe Lonsdale argues its defense tech approach is outpacing traditional primes.Mamdani Trying To Put Pressure On Trump Over NYC ICE Shooting · Brian Kilmeade Show · Oct 12
- Walsh describes an early position built on net cash and accelerating AI revenue before selling too early.Hedge Fund Manager Joseph Walsh: Always Play Weaker Players · Odds on Open · Oct 15
- Revenue growth accelerating sharply, with a technical setup the host finds constructive.The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · Halftime Report · Oct 15
- Also mobbed at AUSA, reflecting strong demand for its defense software.Inside AUSA with Kevin Baron. Anduril and Palantir mobbed. Code Pink crashes Hegseth. · Independent Americans with Paul Rieckhoff · Oct 16
- Lonsdale's company, presented as a leader in defense and AI deployment.Joe Lonsdale: The Global A.I. Race · Brian Kilmeade Show · Oct 12
Bearish 3
- Fell about 11% on the week amid AI trade weakness.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Trades at obscene levels and is a large part of the software ETF.#420 Larry McDonald: The Market Has Already Crashed. The Index Just Hasn’t Noticed · The Julia La Roche Show · Oct 15
- Maven system linked to school strike; company blamed human error, drawing scrutiny over its military AI.#47 - Who's to Blame? Palantir Says "Likely Human Error", and AI Learns to Copy Itself · AI Neanderthal by Malcolm Werchota · Oct 14
Mixed 3
- Cited as an example where forward-deployed engineering worked, though it is uniquely positioned.Oren Zeev on why to stay small and solo, and the nature of AI investing today. · Venture Unlocked: The playbook for venture capital managers · Oct 14
- Principal developer of Maven; criticized for targeting failures but adding review features.The Pentagon’s New AI Weapon is a Freak · Cappy Army · Oct 18
- Its Maven platform is central to military targeting and the disputed strike, while government contracts drive growth.Extended Interview: Palantir CTO Shyam Sankar · Face the Nation with Margaret Brennan · Oct 12
Neutral 3
- Its CEO commented on AI and the future of work without a direct investment call.Trump–Putin Diesel Deal, James Talarico Mental Hospital Claims | PBD #871 · PBD Podcast · Oct 12
- Mentioned as embedded across defense and AI government work.CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards · BTC Sessions · Oct 15
- Schimpf's former employer, discussed for his management background.How Anduril Became a $61 Billion AI Weapons Company | Term Sheet · Term Sheet · Oct 12
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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