$Palantir Technologies Inc.(PL

I am big fan of the PLTR $ regularly taking their stocks & options, company foundations are really strong.

Palantir is doing really well right now. It’s riding the wave of AI and data-analytics demand, has big contracts (especially with the U.S. government) and is showing strong revenue growth.

But… that good news is already known, and the stock price already reflects some of the “best case” expectations. Because of that, there’s less room for error. If something goes slightly wrong—or growth slows—the stock could drop significantly.

So, if you believe Palantir will continue very strongly for many years and expand rapidly into many markets, the stock could be a good bet. If you are more cautious (expecting normal growth, not spectacular), you might view it as “fairly priced” or even slightly expensive.

Good luck team PLTR, all the best

Big Short on War vs. Palantir Rebound: Which Side Are You On?

After shutting down his hedge fund, Michael Burry has launched a paid Substack newsletter where he details his increasingly pessimistic view of artificial intelligence. Burry argues that, much like the dot-com bubble, investors are extrapolating exponential growth & overlooking profitability concerns. He remains openly bearish on key AI momentum names such as Nvidia and Palantir. Are Nvidia and Palantir overvalued relative to their long-term earnings potential? Is the current AI boom comparable to the dot-com bubble—or fundamentally different?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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