Palantir has momentum, 'valuation is the concern', says Jefferies' Brent Thill

Palantir has momentum, 'valuation is the concern', says Jefferies' Brent Thill

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@satishlavarti
@satishlavarti - 05.11.2024 01:26

Yeah sure, protecting investors from 600% growth on share price in 2 years 😅

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@incyphe
@incyphe - 05.11.2024 01:51

Crowdstrike comparison is a stretch... From a company's perspective, Crowdstrike is a pure cost center. It doesn't help grow topline. It doesn't help company operate more efficiently. Whereas PLTR can help companies drive margin. Crowdstrike is a one trick pony like Okta.

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@goldwingerppg5953
@goldwingerppg5953 - 05.11.2024 01:52

Comparing to Snowflake, really?! What a stupid argument

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@iancameron3799
@iancameron3799 - 05.11.2024 02:20

Analysts said the same thing about Apple, Amazon, Microsoft, Nvidia and the list goes on and on. When a company is growing like crazy, it’s popular to take the negative/conservative stance.

So when Palantir is sitting at a 500 billion dollar market cap, this guy will again have a “hold” rating on the stock 😂

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@DiFinni
@DiFinni - 05.11.2024 02:22

This analyst clearly didn't know much about Palantir and probably still doesn't. Didn't do enough DD

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@beautifulpeoplealways
@beautifulpeoplealways - 05.11.2024 02:41

Some experts say Plantir is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but my concern is how to hedge against inevitable crash.

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@Chrisfeb68
@Chrisfeb68 - 05.11.2024 02:43

Anything new these analysts will crap on. You saw it with Amazon, you saw it with Google same with Palantir.

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@Joe-nj8py
@Joe-nj8py - 05.11.2024 03:18

Keep it

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@bobbyk9939
@bobbyk9939 - 05.11.2024 03:33

PLTR had 8% increase in operating costs but grew 225% year over year. No company but NVDA has this type of earnings explosion. This analysis can’t compare PLTR to other stocks like SNOW or CRWD.

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@jondonron
@jondonron - 05.11.2024 03:41

Intelligent people learn from their mistakes… everyone else becomes an analyst or an advisor

Dr. Alex Karp

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@Happy123-45
@Happy123-45 - 05.11.2024 04:44

All the bears and dumb analysts are going broke while trying to sound smart. This guy says he's there to protect investors 😂😂😂 Clowns. You guys exist to fill your own pockets. Protecting investors is not on your job description

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@16kevinjones
@16kevinjones - 05.11.2024 04:50

Why does Palantir need Wall Stret? It seems the opposite is true.

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@greghelton4668
@greghelton4668 - 05.11.2024 05:06

Crowdstrike? Totally different companies and the executives running the company seem ethically challenged. Palantir is one of the few AI plays that figured out how to monetize it. Yeah, the multiple might be way too high at the moment but they have a good chance of justifying the multiple.

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@MuzhiLi
@MuzhiLi - 05.11.2024 05:23

The analyst hides behind valuation to justify how wrong he (actually they) is.

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@crispyduck1706
@crispyduck1706 - 05.11.2024 06:11

Oh dear he is comparing mature technology companies with the new star in software at the forefront of a revolution

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@mayersb67
@mayersb67 - 05.11.2024 06:19

I’m convinced that investing significantly in a good stock before it goes big is more important than buying the dip, however picking the right company lies the difficult task. My question is, what are the best ways to accrue profits both in a bull and bear market?

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@animeloverfan18
@animeloverfan18 - 05.11.2024 06:56

Analysts have no idea what they are talking about. It's like saying NVDA is too expensive because it's a $3 trillion company, while completely ignoring its sector dominance and future growth potential. Furthermore, the AI industry is booming and will drive growth across many sectors.

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@frankxu2490
@frankxu2490 - 05.11.2024 08:18

Be careful... Scam set up by you know who!!!

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@salusa_secundus
@salusa_secundus - 05.11.2024 08:38

There are a few guys in YT that are significantly more knowledgeable about PLTR.

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