PLTR StockPro
Likes ReceivedNext year will be even more explosive than this year. Trump will strongly push NATO and East Asia to increase defense spending to share military costs and stimulate the domestic economy. NATO defense spending will rise to 5%+, Japan and South Korea's protection fees will increase, and there will be AI investments in the Middle East. PLTR, the only international market with slower growth this year, will see more growth next year.
$Palantir Tech(PLTR.US)
Looking at the price-to-sales ratio, there's no issue with SBC
Palantir's stock price rise is truly a Davis double play
From 2023 to now, first there's explosive revenue growth
Second, valuations have also been skyrocketing, currently still at a relatively high historical level
The valuation surge is: the market has begun to understand and recognize Palantir's monopoly position in certain specific fields, and is also front-running the future sustained high-growth potential
So if your conviction isn't strong enough, taking profits is reasonable
For those with strong conviction, you can wait for trillion-dollar market cap - provided you believe this explosive earnings growth is sustainable in the future
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