JC1616 OP 72653209 : So are these analysts charlatans? Analyzing based on intuition? They also look at the technical and fundamental aspects. What do you think high-end analysts at Financial Institutions are? The information they have and the level of understanding are beyond the grasp of ordinary people. It's understandable if one or two analyses differ significantly, but if the vast majority of analysts are all off by a large margin, then there is a problem. Either the big institutions like BlackRock are predicting a major conflict and seeking refuge here, or they are artificially inflating and then selling.

JC1616 OP 圣何塞金牌韭菜 : NVIDIA's growth is fundamentally driven. Its revenue has been consistently growing by over 100% compared to the same quarter of the previous year, with a net margin of approximately 60-70%. A P/E ratio of 400 to 500 is considered reasonable for this. However, Palantir is not in the same position, with revenue growing only at 25-30% and a net margin of around 33%. Although the net margin growth looks good in the short term, the slow revenue growth suggests that the future net profit margin may be unfavorable, especially considering its heavy reliance on a major customer, the USA government, which does not align with a valuation of 400-800 P/E.

JC1616 : Just be careful, the whole us index is collapsing