PLTR example of tech stock overvaluation OR next big things?
$Palantir (PLTR.US)$ is not just a tech, it’s “the” tech.
Example like “Warp Speed” platform integrates virtually every facet of manufacturing operations including enterprise resource planning (ERP,) manufacturing execution systems (MES,) product lifecycle management (PLM,) and programmable logic controllers (PLC.). It’s a challenge to every other legacy system out there.
The way I see it, Oracle, Siemens, SAP and a dozen other legacy software makers are now at risk of “pulling an Intel” - meaning being marginalized despite having once dominated the industries they created.
Example like “Warp Speed” platform integrates virtually every facet of manufacturing operations including enterprise resource planning (ERP,) manufacturing execution systems (MES,) product lifecycle management (PLM,) and programmable logic controllers (PLC.). It’s a challenge to every other legacy system out there.
The way I see it, Oracle, Siemens, SAP and a dozen other legacy software makers are now at risk of “pulling an Intel” - meaning being marginalized despite having once dominated the industries they created.
However, consolidation week heading into Earnings which is the next read on AIP takeup and rev growth - a LOT is priced in so we will need to see great numbers but personally I think they will be just solid and the pullback will come in - nothing to be worried about - BTFD to low 30s
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