Real-Time BNB Signal Analytics
Real-Time BNB Signal Analytics
Okay, so Palantir's stock took a nosedive after some analysts started whining about its valuation. After a 7% jump following their earnings report, it just immediately reverses? Classic. Shares tanked as much as 10% Tuesday morning. Honestly, what did anyone expect?
Let's be real: Palantir makes AI software for the kinds of things that make normal people queasy. Supply chain analysis? Sure, whatever. Surveillance? Ding ding ding, there's the red flag. Identifying military targets? You mean, like, people? And they've got deals with the Israeli military and ICE. That's a hard no from me, dawg.
But hey, the numbers are up, right? Q3 revenue jumped 63% to $1.18 billion. US commercial segment revenue soared 121%. So they're making bank. Good for them. But at what cost? Are we just gonna ignore the ethical elephant in the room because some spreadsheet says "growth"? I ain't buying it.
And this whole "AI hype cycle" thing that Jefferies analyst Brent Thill is talking about... give me a break. It's not hype if it's actually happening, right? Or is it? I don't even know anymore. Maybe I'm just getting old.
Palantir is up over 170% for the year. One. Hundred. And. Seventy. Percent. That's insane. But then you look at their forward 12-month price-to-earnings ratio: 230. Two hundred and thirty! Compared to the "Magnificent Seven" at 35? Are you kidding me? That's not a valuation, that's a fever dream.
It's like they're selling unicorn tears and everyone's lining up to buy a bottle. But what happens when the unicorns run out of tears? Or, you know, when people start realizing that maybe, just maybe, this whole thing is built on a house of cards?
They're projecting Q4 revenue at just over $1.3 billion. Adjusted operating income between $695 million and $699 million. Full-year revenue guidance lifted to $4.4 billion. These are big numbers, no doubt. But are they real numbers? Or are they just numbers that look good on a PowerPoint presentation?
And here's the real question: even if the numbers are real, does it justify the price? I mean, come on. A P/E ratio of 230? That's not sustainable. That's not even sane. It's like paying $50 for a cup of coffee because the barista promises it'll make you smarter.
Everyone's so caught up in the AI gold rush that they're willing to overlook the obvious. Palantir is selling shovels in that gold rush, sure, but they're also selling something else: a vision of the future where data is king and privacy is dead. And people are eating it up.
Look, I get it. Everyone wants to get rich quick. Everyone wants to be on the cutting edge. But sometimes, the cutting edge is just a fancy way of saying "dangerous." And Palantir, with its government contracts and its data-mining algorithms, is starting to look awfully dangerous to me.
Offcourse, maybe I'm wrong. Maybe Palantir really is the future. Maybe I'm just a grumpy old cynic who doesn't understand the magic of AI. But something about this whole thing just feels... off. According to a recent report, Palantir stock falls amid valuation concerns despite Q4 outlook beating Wall Street estimates - Yahoo Finance.