· 个股论点
我很欣赏对 $PLTR 的坚定信念！可能之前错过了，但你对它的投资逻辑是什么？ 他们同比增长 70%，这太疯狂了，但我好奇你是否认为随着市值（MC）的扩大，增长预期已经像 $HOOD 因加密货币收入担忧从 140 美元下跌那样被完美定价了？ 据我所见，远期市盈率（Forward P/E）仍在 ~128-132 倍左右。 如果他们能像其他承包商那样保持复利增长，我认为论点成立（例如 40 法则），但我看到的最大风险可能是下一届政府更迭带来的合同变化（因此友好政府的顺风可能消失，因为政府合同约占收入的 66%）。 许多进步派民主党人似乎都在批评 Palantir。
I love the conviction on $PLTR! Probably missed it before but what's your thesis on it? They're growing 70% Y/Y, which is insane, but curious if you think growth is already priced into perfection with the MC (as seen with $HOOD's drop from $140 off crypto rev concerns). Forward P/E from what I've seen is still around ~128-132x. If they could keep compounding like other contractors, I see the argument would make sense eg. rule of 40, but biggest risk I see might be next administration change w/contracts (so tailwind from friendly Admin might disappear and since gov contracts was ~66% of rev). Lot of progressive democrats seem to criticize Palantir.