To The Moon

SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong grow

Palantir has been one of the best-performing large-cap stocks in 2024, registering astellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise

SummarySince my last report on PLTR, Palantir's stock has surged by ~35% to $37 per share, catalyzed by multiple partnership announcements, AIPCon event, and inclusion into the S&P 500.Despite Palantir's robust business momentum, its valuation is detached from financial realities, as seen through a reverse DCF model in this note.Insiders are selling aggressively, and I am trimming again. Read on to learn why!Looking for a helping hand in the market?While swathes of investors are chomping at the

Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More Investment ThesisPalantir is today a crowd favorite. It has amassed an amazing army of devoted investors.And yet, its captain has just unloaded about 10% of his holding. Does this inspire belief in the company?In time the stock moved higher and higher, but its path was so volatile, that it ensured that nearly nobody would have held on to PLTR. Indeed, I recognize that the majority of investors onl

Palantir Technologies Inc. recently released its Q3 results, showing impressive growth in revenue and international business.The company also achieved GAAP profitability for four consecutive quarters,