$Micron Technology(MU)$ $Palan-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Micron Technology(MU)$

$Palantir Technologies Inc.(PLTR)$

Palantir Technologies Inc. remains a Strong Buy, as intensifying competition erodes its historical moats in AI workflow orchestration and government compliance.

PLTR's elevated valuation—84x forward GAAP earnings and a 33x forward P/S—appears unjustified given accelerating disruption risk from foundation model companies.

Growth rates remain strong, but new entrants with rapid FedRAMP certification and advanced LLMs threaten PLTR's pricing power and margin sustainability.

Internal competition and in-house solutions are raising PLTR risks, while the market is starting to price in slower growth and shrinking differentiation.

@daz999999999：$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.

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Thank you Micron!”</p>\n<p>The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.</p>\n<p><br></p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798\" tg-width=\"954\" tg-height=\"1080\"><img src=\"https://community-static.tradeup.com/news/443c686ffaf83c1ae99afcbc2d0c20e0\" tg-width=\"1080\" tg-height=\"1080\"><img src=\"https://community-static.tradeup.com/news/6836cc1a1bd1a54f680c944092a2b21d\" tg-width=\"800\" tg-height=\"1000\"></body></html>","text":"$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . 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