Samlunch
11-05
$NVIDIA Corp(NVDA)$  

$Palantir Technologies Inc.(PLTR)$  


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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