_________________________________________________~case closed.
That said... when AI became all the buzz... I did in fact see what PLTR had, and I knew where the herd was heading with AI intense companies, especially the ones already in deep with real product. Had you bought in then, you'd have had a three-bagger at the top.
But $85?!!!
Can you give us some #'s behind that figure and how it was derived? Or was it just easy to hit the 8 and the 5 while you were typing?
At $85 it would be over 100X sales. At a 12.8% net margin.... if you bought the company, even giving it the benefit of the doubt and 20% yoy sales growth for the next 5 years.... it would take you well over 150 years to see a return on your investment, and that's just doing the math in my head. Probably more like 250 years. Because the top line will flatten out soon enough, I don't care how good they are.
EDIT:
Buying a stock is buying a piece of the business. Go back to school. Study fundamentals.... and if not, you can buy my $1000/year profit lemonaide stand (growing profit at 20% x .128) for $3.67M. Your great great great grandkids will finally break even.
Am I reading your profile right? You've made over 34,000 posts to this message board? That is hilarious! It might be time for you to either take a breather or get a life.
In your very limited analysis of Palantir you've only used numbers that would attempt to support your faulty conclusions. You posted numbers that indicate a total lack of understanding of the AI space, it's growth rate, and the size of the market. My estimate of $85 isn't just a snapshot of Palantir today, it considers the customers it should have been getting, the sales that should've been increasing at a greater rate, and what's to come in an AI market that everyone agrees will be in the trillions shortly.
Given their experience in the AI space, which is virtually unmatched by anyone else, and corporate Americas rush to incorporate AI into as many aspects of their business as possible, it seems Palantir would have been the first choice of many more companies resulting in much higher revenue etc. As a previous poster commented, maybe its politics.
Do us all a favor and hold off on any more comments about AI as you are demonstrably clueless in this area. Stick to consumer cyclicals or something. I'll leave you with a quote that Jensen Huang made recently (any idea who he is?).
-In an exclusive interview with Yahoo Finance following the company's earnings report, Nvidia CEO Jensen Huang shrugged off concerns about a future demand slowdown after the executive said the company's Q1 data center growth continued to be fueled "by strong and accelerating demand for generative AI training."
Want to take a guess as to who offers the best generative AI training and has been offering it since early 2023? As the Motley Fool website said: Palantir's AI prowess is years in the making. Palantir is one of the most popular artificial intelligence (AI) software investments. Its prowess in the space is noticeable, and it comes from a superior product and years of experience deploying AI.
