Cramer’s Ultimatum to Palantir: Disavow the “Satanic” Video Today

Jim Cramer walked onto CNBC's Mad Dash past week connected Wednesday greeting and turned connected a institution helium has championed for years. The people was Palantir (NASDAQ:PLTR), a banal helium has repeatedly told viewers to ain done each valuation panic since the AI commercialized caught fire. His ailment was astir a company-produced NFT video that Palantir made, posted, and past softly pulled. Cramer wants absorption to disavow it publically earlier marketplace close.

What Cramer Said

Cramer opened by re-anchoring his bull case. "I've been a large supporter, Palantir, mostly due to the fact that of what it does successful existent business, which is truly assistance organizations get their enactment together," helium said. Then came the pivot. Reacting to a Financial Times portion examining Palantir's governmental alignment with Republicans, Cramer zeroed successful connected the NFT video itself, calling it "one of the astir frightening things I've seen" and describing it arsenic "a Punisher-like video... connected the tract of the institution made itself, which is subsequently pulled, that I recovered precise disturbing."

The enactment that volition get replayed each time is his mentation of the imagery. "It's fundamentally saying, listen, we're Satan. Look out!" Cramer said. From a big who has spent 2 years defending Alex Karp's enactment and Palantir's maturation story, that is simply a genuine break.

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Why Reputational Risk Matters for a Stock Like Palantir

Palantir sells Gotham, Foundry, and AIP to defence agencies, infirmary systems, and Fortune 500 boards that necessitate multi-year procurement cycles and interior champions consenting to involvement their reputations connected the vendor choice. The fundamentals person been extraordinary. Q1 2026 gross landed astatine $1.63 billion, up 84.7% twelvemonth implicit year, with U.S. commercialized gross up 133% to $595 million, and absorption raised full-year guidance to astir 71% maturation (see the Q1 2026 property merchandise filed with the SEC).