Palantir’s $PLTR valuation demonstrates a couple of things: 1. once a valuation detached from fundamentals, there’s no where it can’t go 2. Wall Street Bets’ anointed stocks have durable marginal buying that drives upward cascading short squeezes
Palantir is the most expensive public cloud company by a mile. Is it a bubble getting ready to pop? Or is it going to the moon with its amazing metrics? https://t.co/5uvpjn7p0m
I want to short $PLTR into oblivion but chart says otherwise. What catalysts are gonna break the animal spirits behind this thing? Karp going full SBF mode tweaking on stims? Elon/Vivek realizing they shouldn't be paying $100mm for a Kanban board for killing things? A rate hike +… https://t.co/tMt3JySYWt

Palantir Technologies Inc. (NYSE: PLTR) has experienced a notable surge in its stock price, rising 5% as of January 4, 2025. This increase has generated considerable investor interest and speculation regarding the sustainability of this upward trend. Analysts are discussing potential catalysts for continued growth, including a $619 million contract renewal with the U.S. Army and increased spending on artificial intelligence and software. Some investors predict that Palantir could achieve a growth rate of 40% by the end of 2025, driven by new partnerships and government business developments. However, concerns about the company's high valuation and the possibility of a market correction persist, with some questioning whether the stock is in a bubble or poised for further gains.
