I don't think so.
It will be a global uhh watch company
Peak P/S Ratios: PLTR (150 now): https://www.macrotrends.net/stocks/charts/PLTR/palantir-tech... TSLA (23, in 2020): https://macrotrends.net/stocks/charts/TSLA/tesla/price-sales AMZN (4, in 2018): https://macrotrends.net/stocks/charts/AMZN/amazon/price-sale...
From the tech side, I’d be curious how much of Palantir’s AI-driven growth is tied to custom, high-touch deployments vs. something that scales like a true product. If a lot of revenue still depends on specialized integration work, sustaining that 40%+ clip at their current size gets trickier.
I invested in Lockeed Martin a few years back thinking that defense will be a bigger deal going forward in the current uncertain geopolitical situation. Looks like I should've picked Palantir instead, which is not only defense but also AI.
Their differentiator is gov. contracts (clearance), which is easy to fool - helped by Sam Altman's AI "doom and gloom" warnings to congress.
Look at their competitors and their TAM, all in the red - looks like a short case: https://www.youtube.com/watch?v=pOuBCk8XMC8&t=1769s
FabHK•5mo ago