$PLTR at 69 P/S, $MSTR at 190 P/S, it used to be that you would be ridiculed and mocked for buying things at a 10 x P/S.......
Back of the envelope math on $PLTR. For the stock to double in 5 years (15% IRR): Revenue grows at a 35% CAGR (faster than the last 5 years) with 50% net margins (very aggressive), the earnings multiple needs to be 60x. More "conservative" estimates would be 30% revenue CAGR…
$17T market cap only? Psssh child’s play. Heisenberg saying $PLTR has a 10,000x potential. Larger than the entire world’s GDP and dim sum. Cmon Antonio. Catch up. https://t.co/SEwqjF2auZ

Synopsys Inc. reported its fourth-quarter earnings for 2024, revealing an adjusted earnings per share (EPS) of $3.40, surpassing analyst expectations of $3.30. The company also posted revenue of $1.64 billion, slightly exceeding the anticipated $1.63 billion. Despite these positive results, analysts expressed concerns over the company's future guidance, indicating that the sales outlook may fall short of estimates. The stock has faced downward pressure as a result, with reports highlighting a mixed performance in the context of its high valuation. Year-over-year, Synopsys' revenue grew by 2.31%, while EPS increased by 13.33%. The company's guidance for fiscal year 2025 is perceived as light, contributing to investor apprehension. Overall, while the quarterly results beat expectations, the market's reaction reflects uncertainty about Synopsys' growth trajectory amid competitive pressures.