Shutting Down: Can the Latest Washington Drama Disrupt Palantir (PLTR)?[Stocks](https://moneymorning.com/category/article/stocks/) # Shutting Down: Can the Latest Washington Drama Disrupt Palantir (PLTR)?  by Joshua Enomoto  October 1, 2025  Share it: For the first time in seven years, the [U.S. government shut down](https://moneymorning.com/2025/10/01/budget-battle-halts-government-paychecks-as-new-tariffs-take-effect/) following a budget impasse. Given the often-vitriolic political environment, the news wasn’t exactly surprising, though many hoped to avoid this painful outcome. Naturally, investors are concerned about their funds, particularly enterprises tied to various governmental agencies like **Palantir** ( [PLTR](https://moneymorning.com/stocks/pltr)). Initially, the major indices started off in the red, although the damage was relatively muted. In the late-morning hours, the S&P 500 and Nasdaq Composite were sitting just below parity, while the Dow Jones managed to poke its head above water. Amid this backdrop, [PLTR](https://moneymorning.com/stocks/pltr) stock also opened softly — with the pre-market session indicating volatility — but has since managed to gain about 1.5%. To be sure, there are legitimate concerns for Palantir as it relates to the government shutdown. Fundamentally, the company is heavily [exposed](https://www.visualcapitalist.com/cp/where-does-palantirs-revenue-come-from/?utm_source=chatgpt.com) to the paradigm at hand. In fiscal year 2024, 55% of Palantir’s revenue came from government clients. Further, [PLTR](https://moneymorning.com/stocks/pltr) stock has been on an incredible run, gaining roughly 145% year-to-date. A correction here wouldn’t be abnormal. On the other hand, government shutdowns typically represent short-lived political standoffs. While the Trump administration has earned a reputation for hardnosed tactics, the president himself has earned an [unflattering nickname](https://moneymorning.com/2025/05/29/taco-trade-playbook-profit-from-trumps-next-move/) for walking back prior threats: TACO, short for Trump Always Chickens Out. Of course, Trump isn’t the fulcrum of the current gridlock — that goes to the legislative process. However, the TACO concept is important to remember because no one is immune to political pressure. Essentially, the longer an impasse drags on, the more pain rolls down to everyday Americans. What’s more, the pressure is typically fiercest toward the party who holds power. That would be the Republicans.  Quantitatively, in the trailing 10 weeks, [PLTR](https://moneymorning.com/stocks/pltr) stock is structured in a 6-4-U sequence: six up weeks, four down weeks, with an overall upward trajectory. Since [PLTR](https://moneymorning.com/stocks/pltr)’s public market debut, this sequence has materialized 63 times. Interestingly, in the latter weeks following the signal, the security is up relative to the starting price at least 40 times (63.5% exceedance ratio). Therefore, a conservative options spread to consider is the 185/190 bull call spread expiring Nov. 21. Should [PLTR](https://moneymorning.com/stocks/pltr) stock rise through the second-leg strike price, the maximum payout clocks in at over 108%. **Beat the market, without relying on brokers or biased institutions.** Email(Required) Email This field is for validation purposes and should be left unchanged. Subscribe By submitting your email address, you will receive a free subscription to _Money Morning!_ and occasional special offers from us and our affiliates. You can unsubscribe at any time and we encourage you to read more about our [Privacy Policy](https://moneymorning.com/privacy/). ## One moment, please: Processing your submission ###### More Trending Stories from Money Morning - [$10,000 Invested in MercadoLibre 5 Years Ago Would Be How Much?!](https://moneymorning.com/2026/02/27/10000-invested-in-mercadolibre-5-years-ago-would-be-how-much/) - [Is a Buyout the Hope PayPal Investors Have Been Waiting For?](https://moneymorning.com/2026/02/27/is-a-buyout-the-hope-paypal-investors-have-been-waiting-for/) - [Here's Why ACM Research Is a Buy Despite Its Earnings Miss](https://moneymorning.com/2026/02/27/heres-why-acm-research-is-a-buy-despite-earnings/) - [Axon Enterprise Stuns the Market With Huge Q4 Earnings Beat](https://moneymorning.com/2026/02/27/axon-enterprise-stuns-the-market-with-huge-q4-earnings-beat/) - [Anthropic Mauls CrowdStrike Again. Here's Why the Cybersecurity Stock Is a Buy](https://moneymorning.com/2026/02/25/anthropic-mauls-crowdstrike-again-heres-why-the-cybersecurity-stock-is-a-buy/) Share it: ### Popular Articles ###### [$10,000 Invested in MercadoLibre 5 Years Ago Would Be How Much?!](https://moneymorning.com/2026/02/27/10000-invested-in-mercadolibre-5-years-ago-would-be-how-much/) February 27, 2026 ###### [Here's Why ACM Research Is a Buy Despite Its Earnings Miss](https://moneymorning.com/2026/02/27/heres-why-acm-research-is-a-buy-despite-earnings/) February 27, 2026 ###### [Axon Enterprise Stuns the Market With Huge Q4 Earnings Beat](https://moneymorning.com/2026/02/27/axon-enterprise-stuns-the-market-with-huge-q4-earnings-beat/) February 27, 2026 ###### [IonQ's Quantum Defense Breakthrough: Can a $151B SHIELD Win Ignite a Surge?](https://moneymorning.com/2026/02/25/ionqs-quantum-defense-breakthrough-can-a-151b-shield-win-ignite-a-surge/) February 25, 2026 Notifications reCAPTCHA Recaptcha requires verification. [Privacy](https://www.google.com/intl/en/policies/privacy/) \- [Terms](https://www.google.com/intl/en/policies/terms/) protected by **reCAPTCHA** [Privacy](https://www.google.com/intl/en/policies/privacy/) \- [Terms](https://www.google.com/intl/en/policies/terms/)