$Palantir (PLTR.US)$ valuation over stretch. the whole eco s...
valuation over stretch. the whole eco system of Open AI is passing money in a circular momentum.
not say they are not profitable but the demand of pushing higher on valuations required superb quarterly earnings. any hidcups, the hyperscalers will drop in a flash.
just 2 cents view
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JohnKam : PLTR’s growth isn’t driven by the OpenAI ecosystem. Its core revenue comes from long-term government, defense, and enterprise AI deployments. Yes, high valuation requires continued strong execution, but PLTR’s business model is not part of the OpenAI “money circle” narrative at all.
The majority of shareholders increasing their positions in PLTR are top-tier institutional investors with high conviction in Palantir’s technology, scalability, and long-term strategic role. Palantir provides mission-critical decision and operations infrastructure that is already in use across government, energy, manufacturing, healthcare, and national security.
This is not a hype cycle stock. This is core infrastructure for the AI-driven economy.
Companies that do not integrate platforms like PLTR will eventually fall behind. Palantir isn’t selling a concept — it’s delivering real-world operational results at scale, which is why demand and customer adoption continue to accelerate.
This is a structural technology shift, not a momentum trade.
Lennon Neo OP : yes. its gotham software is monopoly. but stock market is driven by sentiments. demand n supply. S&P500, 34% is concentrated in magnificient 7. bearish sentiments hit. All tech get hit. smart money rotate into other sectors and asset classes. irrational exuberance.