$NVIDIA Corp(NVDA)$
$Palantir Technologies Inc.(PLTR)$
People need to remember that not every company is $NVDA
$NVDA is a complete outlier and deserves its market cap now because their Revenue, Earnings, FCF and margins were astronomically exceptional
April 2023:
Revenue: $25 Billion
Earnings: $4 Billion
FCF: $5Billion
July 2024:
Revenue: $96 Billion
Earnings: $53 Billion
FCF: $46 Billion
Net Margin increased from +18% to +55%
They results deserve a high premium on fundamentals
But even these premium levels are dwarfed by $PLTRs fundamentals now
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