GBA's "2021 Stock Phantasma"

stonedinvestor said:
The whole inflation thing comes back when the 10 yield approaches that 2% level.

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Last week it was 1.7% lol

stonedinvestor said:
We are 60% back I feel. Yet the market is celebrating 200% back-> Is it unfounded optimism or are people going to spend like crazy!

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There's gonna be huge economic activity in all sectors this summer. And I agree with you, the market is looking ahead, basically its priced in. GDP coming in high is no secret. Employment.... ahhhh, those numbers live in a state of revision, but I don't see any big upside surprises either.

So who knows Stoney. The cyclical's are gonna do well; 2 Trillion dollars injected into the economy, how can they not? Money has velocity and we have a perfect storm here. Trillions being spent, trillions in debate, and an end to a friggin nightmare pandemic. Supposedly.

Powell will have to change course. Inflation won't be temporary. The bond mafia will get its way, you watch. Tech... the high flyers, whistlin' by the graveyard except for a select few.
 

Current PLTR Stock Price
Despite much talk of PLTR achieving meme stock credentials, the stock has been all beaten up by the Q1 2021 growth stock selloff. We believe right now is an opportune time to consider adding to a long-term position or perhaps opening a new position. Here's how we see the stock chart.



Looks to us as if the stock is bumping along that lower support line. We believe that support line will hold since we are both bullish on the market at large for 2021, and for PLTR specifically.

Palantir Valuation
At the most recent close, PLTR's valuation stood at:

40844025-16172890493044934.png


Source:Company SEC filings,

38x TTM revenue for 47% growth would stack up fairly well against cloud stocks, but this isn't really a cloud stock insofar as it doesn't have the flywheel model spinning yet and it has a heavier services component to the revenue than say a ZScaler(NASDAQ:ZS). So on a fundamental basis, valuation is high.
 
Peter must own a ton of shrimp.

janes....It's happening!
good natured Products Inc. (SLGBF)
Other OTC - Other OTC Delayed Price. Currency in USD

%0.9950+0.0693 (+7.49%)<--------------------:thumbsup:
At close: 3:52PM EDT
 
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