SFYF - Palantir Earnings: Couldn't Have Been Worse Than This

• Palantir reported an underwhelming FQ1 earnings card. The significant deceleration in its government revenue is worrying. Moreover, it had likely impacted the consistency in its margins profile.
• Palantir also offered somewhat cryptic guidance for FQ2. Management kept investors guessing when much clarity was needed. As a result, the stock was down 20% at writing.
• We discuss why we think PLTR stock could have capitulated. We reiterate our Buy rating as a speculative opportunity. Investors are reminded to size their exposure appropriately.

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