Great//@daz88888888:$Palantir Technologies Inc.(PLTR)$ $Twilio(TWLO)$Big data and analytics player Palantir’s stock (NYSE: PLTR) has done well over the past month, rising by 32% to about $14.60 per share, compared to the S&P 500 which has gained about 9% over the same period. So what’s driving the recent gains? Firstly, investors have been seeing increasing value in Palantir’s stock, which declined by almost 60% between November 2021 and early March 2022. Palantir has also seen multiple upgrades from brokerage analysts in recent weeks. Moreover, investors also expect that the Russian invasion of Ukraine and the potential longer-term geopolitical ramifications could drive up demand for Palantir’s big data analytics products from government and military customers. Palantir's net loss widened from $580 million in 2019 to $1.17 billion in 2020, partly due to the costs of its direct listing, and narrowed to $520 million in 2021. That red ink makes Palantir a risky stock to own as interest rates rise. Palantir's stock has nearly taken a round trip back to its initial opening price, but it still isn't undervalued at 12 times this year's sales. By comparison, Twilio (TWLO -6.26%) -- the cloud-based communications company which expects to generate at least 30% organic revenue growth over the next few years -- trades at just six times this year's sales. To make matter worse, Palantir continues to dilute its shares with its generous stock-based compensation (50% of its revenue in 2021) as its insiders cash out. On a weighted-average basis, Palantir's outstanding shares nearly doubled in 2021. Yet over the past three months, its insiders sold more than twice as many shares as they purchased. The bears still have the upper hand Palantir's business should continue to grow at an impressive clip this year, but its ongoing losses, dilution, and insider sales indicate its stock could still drop even further in this challenging market. Therefore, I believe investors should avoid Palantir until its price-to-sales ratio drops to the single digits.