Gee, maybe that's why it's down 8% this morning, despite nominally good earnings.

RBC raised their price target to $50, lol.

War and spying on everybody is always lucrative business.

I used to put all of my spare change in the center console of the car and leave it there.

After four years, I had over $90 there.

I suspect Palantir is a similar situation.

All dese tech CEOs want so badly to be le villains from Tolkien’s works, it’s really weird.

It is a proven company and is in much use.
Ukraine has done wonders for it.

引用自 Alxndr：

It's so insane to me how a company can go from a $13billion market cap to $500billion market cap in 3 years.

War in Ukraine has been going on for 3 years. This is not a coincidence.

Glad I bought a ton of it at $25 last year. Already shed some to balance my portfolio.

引用自 Corvus XIII：

It is a proven company and is in much use.
Ukraine has done wonders for it.

Palantir is pretty much in-bed with the USA's military industrial complex, on top of finding great usecases for AI across industries that people here on OT haven't thought of. This "AI bubble" narrative is going to cause disappointment in people who were too cautious to get invested.

That said, Palantir is way overbought. I'm holding what remains now and I ain't buying more.
Loads of other opportunities elsewhere.

I'm up 199.55% as of today but it's been greater than a year since I've purchased any. Valuation is stupidly unjustified currently. Revenues will increase and come but not to this degree and not soon enough to give this premium. Forward PE is even too high

You tend to get some perks and billions of government money when you're a technocratic ultra zionistic company who serves the agenda of the cult

Butlerian Jihad can't come soon enough.

引用自 mikel3113：

I'm up 199.55% as of today but it's been greater than a year since I've purchased any. Valuation is stupidly unjustified currently. Revenues will increase and come but not to this degree and not soon enough to give this premium. Forward PE is even too high

Didn't touch pltr. Instead went all in on lam research and micron. 250% from lrcx and 300% from mu.

Hopefully we get a sequel to liberation day. Wouldn't mind to get back into micron and make the same gains again haha.

引用自 Arbiter of mediocrity：

引用自 mikel3113：

I'm up 199.55% as of today but it's been greater than a year since I've purchased any. Valuation is stupidly unjustified currently. Revenues will increase and come but not to this degree and not soon enough to give this premium. Forward PE is even too high

Didn't touch pltr. Instead went all in on lam research and micron. 250% from lrcx and 300% from mu.

Hopefully we get a sequel to liberation day. Wouldn't mind to get back into micron and make the same gains again haha.

Honestly feels like there's no more multi banger 3000% companies left. Everything is either done or gets absorbed into the mega companies during the early stages. My inverting horizon is 15 - 20 years, I'm not the kind of person who wants to jump in and out of a company for a few months or years.

But it's so hard to find "the next" company. I'll be honest there's only like two dozen companies in the top 100 that I'd even heard about 15 years ago.

It just seems like one day out of nowhere you see or hear a company mentioned and you're like "I've never heard of that company before let me check them out" and it's like wtf they have a $100b market cap, have existed for 20 years and have gone up 5,000% in the last 15 years.

If it's overvalued it will plummet .... not the first time something like this happens