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Palantir is a company with $3B in annual revenues valued at $300B?
Posted on 5/2/25 at 1:31 pm
Posted on 5/2/25 at 1:31 pm
Revenue growing at 28% YoY and a P/E of 654?
Please make it make sense.
Please make it make sense.
14
Posted on 5/2/25 at 1:47 pm to hikingfan
Don’t forget the artificially low employee expenses because of their reliance on stock options, to the tune of 10-15% share dilution each year.
They had 500 mil shares when they went public and are now passing through 2.5 billion.
They had 500 mil shares when they went public and are now passing through 2.5 billion.
Posted on 5/2/25 at 2:03 pm to hikingfan
dont remind me. I sold at $55 for the exact reason in your title. worried it was over valued
Posted on 5/2/25 at 2:09 pm to hikingfan
Sounds like you have non-buyer's/seller's remorse! I just recently picked some up in the $70-$80 range, and it's been on fire lately at new 52-week highs if I remember correctly.
Posted on 5/2/25 at 2:48 pm to Cajun75
It might have been the wrong choice, but selling mine brought a great deal of peace. On the other hand, having put that money towards UNH and UPS is beginning to elicit anger.
Posted on 5/2/25 at 2:56 pm to hikingfan
Valuation can probably be explained away by the tech indices they’re tucked under riding the wave of Mag 7 buying and the options dealers.
Posted on 5/2/25 at 4:32 pm to hikingfan
I’m still in it and yes it’s over valued from a fundamental standpoint.
Alex Karp however is very Elon Musk oriented in how he thinks. I tried to read his book and you can tell his mind is just all over the place in how he thinks.
The company is also revolutionary with the technology they’re working with. For instance, they can implement software into a drone swarm that can fly through a thick bamboo forest without crashing while also maintaining facial recognition on target. This is just in their military applications.
Alex Karp however is very Elon Musk oriented in how he thinks. I tried to read his book and you can tell his mind is just all over the place in how he thinks.
The company is also revolutionary with the technology they’re working with. For instance, they can implement software into a drone swarm that can fly through a thick bamboo forest without crashing while also maintaining facial recognition on target. This is just in their military applications.
Posted on 5/2/25 at 4:45 pm to hikingfan
quote:
Please make it make sense.
It doesn't.
But I got in at the IPO and it was one of the few stocks that kept me afloat the past couple of months..
I'm hanging on until RMD hits at 73 (or it starts tanking significantly).
Posted on 5/2/25 at 5:23 pm to hikingfan
I used to fade companies like this. Then I realized that Mr market just knows a lot of shite I don’t most of the time. Nowadays I dig into companies that look clearly overvalued on the surface to see if I can figure out what I’m missing.
Posted on 5/2/25 at 5:46 pm to beaverfever
Pure momentum plays seem to play a lot longer than they used to, can go on years even though it is very clear they will never grow earnings to ever match the expectations. Feels like these always follow the same playbook.
1. Massive hype phase
2. Growth picks up with injection of capital
3. Massive PE expansion, everyone piles in
4. Growth slows but PE stays high but price stops growing
5. First sign of major contraction
6. Stock prices falls pretty quickly and eventually fades to traditional metrics
Everyone says I told you so but people make a 100x before the bubble pops. You usually know when the ride is over when there is posts on here saying company X will revolutionize the world and it is still undervalued. And they post some sort of metric showing market cap growth at 10x that would be bigger than the worlds economy.
Basically when you see the posts with market caps in the stratosphere you know it is has played out.
1. Massive hype phase
2. Growth picks up with injection of capital
3. Massive PE expansion, everyone piles in
4. Growth slows but PE stays high but price stops growing
5. First sign of major contraction
6. Stock prices falls pretty quickly and eventually fades to traditional metrics
Everyone says I told you so but people make a 100x before the bubble pops. You usually know when the ride is over when there is posts on here saying company X will revolutionize the world and it is still undervalued. And they post some sort of metric showing market cap growth at 10x that would be bigger than the worlds economy.
Basically when you see the posts with market caps in the stratosphere you know it is has played out.
This post was edited on 5/2/25 at 5:48 pm
Posted on 5/2/25 at 7:49 pm to beaverfever
quote:
I used to fade companies like this. Then I realized that Mr market just knows a lot of shite I don’t most of the time.
Honestly, PLTR is the meme stock with the most legitimate business model. As a long term investment I’d buy it back today at $200 before I’d mess with carvana, micro strategy, amc, gme, etc.
I think legitimate meme #2 is RKT, which I still own. But, their weird special dividend choices, acquisitions, and the criminal indictments of public servants within the CEO’s circle of influence could result in the bottom dropping out at any time.
Posted on 5/3/25 at 3:42 am to hikingfan
Government contracts. Period!
Posted on 5/3/25 at 8:29 am to lsuconnman
quote:
carvana, micro strategy, amc, gme, etc.
one of those are not like the others
Posted on 5/3/25 at 8:33 am to theRealJesseD
quote:
one of those are not like the others
Carvana more than likely is cooking the books. Everyone knows it.
Posted on 5/3/25 at 10:47 am to hikingfan
One of the interesting things no one talks about is Alex Karp’s background.
Unlike the other big tech guys like Musk, Zuck and Bezos he has no engineering or technical background.
He’s basically a front man. The guy who is behind Palantir’s tech is still there but gets no publicity.
Unlike the other big tech guys like Musk, Zuck and Bezos he has no engineering or technical background.
He’s basically a front man. The guy who is behind Palantir’s tech is still there but gets no publicity.
Posted on 5/5/25 at 9:56 am to Samso
He went to Stanford law school with Peter Thiel and was selected by him and other board members of Palantir. Peter Theil was one of the PayPal Mafia with Musk. He doesn't have an engineering degree either, but was also an early investor in Facebook and SpaceX. Although he isn't an engineer, he understands them and definitely fits their mold.
Yes, the stock price doesn't add up at face value, but what people realize is that these are the sharpest people in their market. Do they even really have a competitor? Thiel wrote a book (Zero to One) in 2014 about how it was important to not be in a space with competitors, that competition is for losers.....He is all about monopolies... The stock price and where it is going reflects that. It up 10x since this time last year, and I believe it will eventually be a Trillion dollar market cap. People were saying the same thing about many of the top tech stocks several years ago.
Yes, the stock price doesn't add up at face value, but what people realize is that these are the sharpest people in their market. Do they even really have a competitor? Thiel wrote a book (Zero to One) in 2014 about how it was important to not be in a space with competitors, that competition is for losers.....He is all about monopolies... The stock price and where it is going reflects that. It up 10x since this time last year, and I believe it will eventually be a Trillion dollar market cap. People were saying the same thing about many of the top tech stocks several years ago.
Posted on 5/5/25 at 1:20 pm to Hitman67
quote:
People were saying the same thing about many of the top tech stocks several years ago.
Many of the top tech stocks never traded like PLTR.
I get why people like the company, I just don’t understand why they’re willing to pay for it seemingly regardless of price.
Posted on 5/5/25 at 1:36 pm to slackster
Probably because it keeps going up and there doesn't seem to be much competition in their area. It was beaten down after covid and then when it became profitable it gained favor again. I expected it to get knocked back down, but this has happened a couple of times and it just runs back up as soon as the coast seems clear.
Posted on 5/5/25 at 10:48 pm to hikingfan
Palentir is a CIA shell company.
Posted on 5/6/25 at 7:39 am to TheBeezer
Lol, no it's a company that actually had to file lawsuits to break the government down so they could get work from the old guard. This is not an establishment company, them and Andaril are modernizing our military. They work with the CIA, but they aren't working against the American people if that's what you were insinuating.
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