Disclaimer: PLTR is one of my core holdings so I might be biased
FA: Since August correction, institutions are clearly starting to play "AI app" card, instead of just "AI infrastructure" card. This is why you see TSLA, Apple, and Meta leading the current rally and NVDA, Goog, and MSFT somehow just follow the rally. PLTR is being positioned as one of the leading "AI app" stocks so expect lots of hot money following it. The most important thing I will be watching is how fast and how much PLTR can grow its commerical business, beyond what they can do in government and military space. If I see them slowing down in this growth, I will sell all my shares. Until then, I will keep holding my PLTR for many years to come.
TA: PLTR is currently doing consolidation and many TA signals show weakness. There is a possiblity that it pulls back to 33.7 to 34.7 before resuming the uptrend. However, due to its association with AI app momentum, you never know as MM may decide just to take it up from here. Hard to tell. Bigger picture wise, I think as long as Nasdaq does not F' up, PLTR can reach $45 before year end
My whole problem with Palantir is that they are heavily dependent on this process, they can't just sell a product and one the same day have it working. They actually have to process the data for a few weeks before they have a working product, this is basically consulting. It's not scalable, it's customizable. They need units on the ground all the time for new contracts.
Now from my understanding it's actually improving, they are quicker and quicker with integrating new customers but I just can't see how they will scale as fast as people think they will. I don't think they can grow at an amazing pace.
Yes, it is a big challenge. As said, I will sell all if ..
They are showing sign that their commerical business growth rate is below expectation. So far, they have had amazing growth this year, so the investment thesis stays its course
还没有怎么做过研究，想先问问。看了看估值好高。
问题是10年涨十倍的可能性有多大？好像它没有太强的竞争对手，护城河也挺深的，也算是一个真的AI应用。
Disclaimer: PLTR is one of my core holdings so I might be biased
FA: Since August correction, institutions are clearly starting to play "AI app" card, instead of just "AI infrastructure" card. This is why you see TSLA, Apple, and Meta leading the current rally and NVDA, Goog, and MSFT somehow just follow the rally. PLTR is being positioned as one of the leading "AI app" stocks so expect lots of hot money following it. The most important thing I will be watching is how fast and how much PLTR can grow its commerical business, beyond what they can do in government and military space. If I see them slowing down in this growth, I will sell all my shares. Until then, I will keep holding my PLTR for many years to come.
TA: PLTR is currently doing consolidation and many TA signals show weakness. There is a possiblity that it pulls back to 33.7 to 34.7 before resuming the uptrend. However, due to its association with AI app momentum, you never know as MM may decide just to take it up from here. Hard to tell. Bigger picture wise, I think as long as Nasdaq does not F' up, PLTR can reach $45 before year end
觉得很有潜力，现在也是供不应求，但是我觉得他好像都是要培训公司上手软件，所以好像不能马上很快scale, 是不是这就是他的成长瓶颈？产品应该是top的，就是怎么扩大化。P/E现在很高，估值有点高。但是如果能够解决scalability的问题，这个估值也还好。不知道我考虑的对不对。
网上的评论这样说
My whole problem with Palantir is that they are heavily dependent on this process, they can't just sell a product and one the same day have it working. They actually have to process the data for a few weeks before they have a working product, this is basically consulting. It's not scalable, it's customizable. They need units on the ground all the time for new contracts.
Now from my understanding it's actually improving, they are quicker and quicker with integrating new customers but I just can't see how they will scale as fast as people think they will. I don't think they can grow at an amazing pace.
They are showing sign that their commerical business growth rate is below expectation. So far, they have had amazing growth this year, so the investment thesis stays its course
if you find any warning signs. I am still interested in it.