中文翻译
$PLTR 拥有极高的溢价，其远期市盈率(Forward P/E)超过三位数。如果该公司能在特朗普政府领导下保持这种复合增长，这种估值会显得稍微合理一些。但我看到最大的风险因素是，人们没有将每四年一次的政府更迭（转向民主党）纳入考量。几年前，Palantir 与 $TSLA 和比特币一起是核心的“特朗普当选”交易标的。但如果政府更迭，而 CEO 又是民主党的高调批评者，那么特斯拉和 $PLTR 拥有的政府合同“内部人溢价”可能会消失。
· 个股论点
PLTR估值极高，若政府更迭其政府合同溢价或消失。
英文原文
$PLTR has extreme premiums with more than triple digit forward p/e. It would make a little bit more sense if they can keep compounding like that under a Trump administration. But the biggest risk factor I see that people aren't factoring in is administration shift to Democrats in 4 year cycles. Palantir was the core "Trump Election" trade few years back alongside $TSLA and Bitcoin. But if the administration shifts with the CEO being an outspoken critic of democrats, then that "insider premium" for gov contracts that Tesla and $PLTR have might disappear.