火火兔爸
11-08
作为软件公司,一旦确认收入进入快速增长期,可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。
Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":368804311650736,"tweetId":"368804311650736","gmtCreate":1731081597851,"gmtModify":1731081599769,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"authorIdStr":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":289,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>作为软件公司,一旦确认收入进入快速增长期,可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。</p></body></html>","htmlText":"<html><head></head><body><p>作为软件公司,一旦确认收入进入快速增长期,可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。</p></body></html>","text":"作为软件公司,一旦确认收入进入快速增长期,可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/368804311650736","repostId":2481056021,"repostType":2,"repost":{"id":"2481056021","pubTimestamp":1731074400,"share":"https://www.laohu8.com/m/news/2481056021?lang=&edition=full","pubTime":"2024-11-08 22:00","market":"us","language":"en","title":"Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2481056021","media":"seekingalpha","summary":"Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point. hapabapa Palantir is adjacent to Nvidia Corporation in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software","content":"<html><body><ul><li>Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.</li><li>Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.</li><li>Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.</li><li>While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>hapabapa</p></figcaption></figure><div></div> <p>Palantir (<span>NYSE:PLTR</span>) is adjacent to Nvidia Corporation (NVDA) in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 22:00 GMT+8 <a href=https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2481056021","content_text":"Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point. hapabapa Palantir (NYSE:PLTR) is adjacent to Nvidia Corporation (NVDA) in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":123,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/368804311650736"}
精彩评论