73279712
liked
Columns $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 demonst...
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 demonst...
6
3
73279712
voted
$NVIDIA (NVDA.US)$ if you are the employee and see your boss selling shares at the peak(repeatedly),
would u sell/buy/hold?
当员工看见老板在股票顶期时开始把股票掉,您如果是员工,您会
买,卖,无动于衷?
would u sell/buy/hold?
当员工看见老板在股票顶期时开始把股票掉,您如果是员工,您会
买,卖,无动于衷?
73279712
voted
$CrowdStrike (CRWD.US)$ it is challenging for a Cybersecurity solution company to regain the confidence from their customer especially when their EDR is one of the most expensive solution in the market. Some people say it is a good buy now, do you consider it is a good buy now?
73279712
liked
On Wednesday, July 24th, we saw a big drop in the U.S. stock market with all three major indices takin' a hit. The Nasdaq fell a hefty 3.6%, with Tesla leading the charge down by more than 12%, and NVIDIA also slippin' nearly 7%.
Now, as we're just gettin' into earnings season, this sell-off has got folks wonderin' if it's time to cash out and take profits.
$Tesla (TSLA.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $IBM Corp (IBM.US)$
Now, as we're just gettin' into earnings season, this sell-off has got folks wonderin' if it's time to cash out and take profits.
$Tesla (TSLA.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $IBM Corp (IBM.US)$