$PLTR
Yes, $Palantir (PLTR.US)$ valuation is high, currently trading at 86x its projected 2025 FCF, compared to peers like $Snowflake (SNOW.US)$ , which trades at 31x 2025 FCF -- despite both companies having similar growth profiles.
However, Palantir’s premium is justified. I believe this multiple expansion is driven by the inevitability that AI will disrupt the software industry, and only a select few companies will emerge as dominant players with significant pricing power.
Palantir has demonstrated it will be one of those winners. While the full potential of AI remains unknown -- its impact on the enterprise space will beTRANSFORMATIVE.
If you're looking to invest in the next stage of the AI revolution -- focused on the application layer -- there's no safer name than Palantir. You saw firsthand how lucrative the first layer of the AI revolution was for hardware winners like $NVIDIA (NVDA.US)$ , $ASML Holding (ASML.US)$ , $Taiwan Semiconductor (TSM.US)$ , $Broadcom (AVGO.US)$ & $Arm Holdings (ARM.US)$ .
As we transition into the next stage of the AI revolution, funds and investors are eager to support the clear leaders of this phase -- Palantir has already established itself as a front-runner.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
🌲ex IBDer
📝Swing Trader since 2014
📚There are 3 ways to earn money: be fast, be smart or cheat.
570Followers
31Following
4024Visitors
Follow
104248191 : dont compare snowflake with palantir