Fantastic breakdown on the Palantir valuation. The 82.7x P/S comp against the top 5 S&P names really crystallizes the premium here. When a stock trades at 2.75x the next highest multiple, it basically becomes a pure sentiment play regardles of fundamentals. I've seen this patter before with high-growth tech names, where the disconnect eventually snaps back hard.
Great charts and a timely reminder that elevated market valuations only hold up when supported by real fundamental strength. Especially helpful context for retail investors navigating today’s pricing levels.
Fantastic breakdown on the Palantir valuation. The 82.7x P/S comp against the top 5 S&P names really crystallizes the premium here. When a stock trades at 2.75x the next highest multiple, it basically becomes a pure sentiment play regardles of fundamentals. I've seen this patter before with high-growth tech names, where the disconnect eventually snaps back hard.
Glad to hear! Indeed, that is about it.
Have a great day!
Great charts and a timely reminder that elevated market valuations only hold up when supported by real fundamental strength. Especially helpful context for retail investors navigating today’s pricing levels.
indeed, cheers
Do you have a Discord Maverick?
Not yet, soon will set one up! Good platform I assume as you ask? Cheers!