$Palantir Technologies Inc.(PLTR)$ 36% profit margin, 25% ROE, almost no debt, and one of the largest government contractors in AI. What's not to like here?
From what I gathered in the interview, $Palantir Technologies Inc.(PLTR)$ is essentially engaged in the conflict. Can you picture all the generals in the war room, gazing at the large screen on the wall, waiting for $Palantir Technologies Inc.(PLTR)$ software to guide their next move? This stock is truly invaluable.
Some muted rejections, like Burry discussing Open AI's Frontier, do not concern me greatly. I would be more concerned if they secured a government or defence contract, or actually began to replace $Palantir Technologies Inc.(PLTR)$ deployments. Until that point, the bearish arguments may need to be louder. It reminds me of when people thought Blue Origin would topple SpaceX, or electric car companies would topple Tesla, or ERPs would topple SAP. The pattern often repeats. In business, it frequently becomes a question of ‘when’ something will happen rather than ‘if’. I do not quite understand why short sellers expect $Palantir Technologies Inc.(PLTR)$ to compress, rather than Open AI inflating
$Palantir Technologies Inc.(PLTR)$ The AI scare trade is fading quickly. The market is turning green. If $NVIDIA(NVDA)$ decides to give us even a modest push, we'll see a nice hike across the entire AI complex. Cheers everyone!
When investors begin to learn that $Palantir Technologies Inc.(PLTR)$ will be one of the few companies left standing next to Anthropic, the share price could quickly triple from here.
That drop is totally unwarranted! $Palantir Technologies Inc.(PLTR)$ is the father of AI software. In fact, it is referred to as the OS in AI platforms by OpenAI, Anthropocene, and many others who work with PLTR.