$Palantir (PLTR.US)$ BUY IT!

Guardian87 : bull trap

Guardian87 : Ai is cooked since feb-24. That is enough and enough. No seeing anything, just burn money everyday.

10baggerbamm OP Guardian87 : I'm not saying you can't go down 50 cents cuz you saw that massive sell-off yesterday when shorts attack and they went right after the whole Market it was an algorithmic cell program that took everything down straight off a fucking cliff. I'm saying this is three consecutive quarters where they're knocking the cover off the ball and you cannot deny that because every time the stock stays in the same zone 24 25 26 27 28 and they do better buy a huge margin on earnings revenue and guidance it becomes more of a value and at some point and I'll use this expression cuz this is what we used to use when I started as a stockbroker eons ago it's like a coiled spring at some point BOING! the stocks going to play catch up.i  haven't used that analogy in four decades. I think you need to own it I think this is one to buy and the nibble out on any weakness because as we have seen it is clearly able to drop dramatically in a broad-based sell-off. all that being said you want to own companies that have increasing margins because that means they dominate their industry their product their service. palantir their cost of customer acquisition is some of the lowest across the board because they put people in a room and sell to them as a group just like... and I know someone here has done this either in the capacity of a salesperson or a customer..
just like a room full of people in listening to the sales guy selling you cutco knives. so you need to own palantir for the next 4 years plan on it and if it represents too large of your account because it sits dead a lot of times and it's not really moving then pair back your position and on any weakness when it goes down $2 $3 cuz it going to happen again you nibble at it

10baggerbamm OP Guardian87 : do you sign the front of a check or a back because I'll bet it's the backside of a check.. the reason why I say this is you invest forward not backwards and an employee thinks different than an owner an employee punches their time card at Friday calls it a day hits the bar goes away with their family on a vacation for the weekend. the owner is still figuring out what the hell do I need to do to grow this business one year three or five years down the road. so for you to say AI is dead and you want to qualify by saying February cuz stock prices are down yeah okay you want to say that go ahead say it you just did. but the reality is these people on TV that are now talking about well when will capex ever pay it off is it ever going to pay off they're just spending money precipitously and we don't know what's going to happen. those people are fucking idiots. because they only signed the back of a check. you have to look forward not backwards in business you have to plan for success or by default you are failing and have already failed. and all these idiots on TV do is spew the same bullshit the same story just like on these political races where it's the same story being broadcast from station to station and it's all bullshit. if companies don't invest for the future their profits you know what they're doing they're paying taxes on that money. so why wouldn't you invest to stay ahead of your competition?

Guardian87 : why PE is higher than any company like nvidia?

10baggerbamm OP Guardian87 : you're looking at a completely wrong all right it's peg it's the PEG ratio that you want to look at. you want to look at margins that's more important than PE because if your margins are increasing your earnings are accelerating it means you have pricing control over competition. which means your growth is accelerating