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@带头老大哥
$Palantir Technologies Inc.(PLTR)$有人說這票高估了,上市以來沒有任何基本面變化就上漲200%。老大哥的觀點是:1. 如果是IPO, 定價請參照SNOW,上市直接估值500億到位。2. 這票由於有政府合同,一直很神祕,大家對如何估值這樣的票都沒有經驗,即使是現在,哪個分析師能講清楚用什麼模型來估值? 3. CEO Karp是個很有個性(古怪)的人,據說上市前有人要入股,他直接拒絕說你們可以等上市再來買? 結論:大多數人都低估了這票,現在只是剛剛恢復估值,到了20-30,估值500億也只是第一步?
$Palantir Technologies Inc.(PLTR)$有人說這票高估了,上市以來沒有任何基本面變化就上漲200%。老大哥的觀點是:1. 如果是IPO, 定價請參照SNOW,上市直接估值500億到位。2. 這票由於有政府合同,一直很神祕,大家對如何估值這樣的票都沒有經驗,即使是現在,哪個分析師能講清楚用什麼模型來估值? 3. CEO Karp是個很有個性(古怪)的人,據說上市前有人要入股,他直接拒絕說你們可以等上市再來買? 結論:大多數人都低估了這票,現在只是剛剛恢復估值,到了20-30,估值500億也只是第一步?

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