51–60 of 658 posts
246 PE, with a $94B market cap. https://finance.yahoo.com/quote/PLTR/ Alex Karp has something figured out. The investor class loves him.
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>Even the most pessimistic estimates of civilian casualties are on the order of tens of thousands. blatant lie, as has been pointed out to you multiple times now
What incentive would the Palestinian government have to deceive people into thinking there's fewer casualties than the real figure?
Can someone explain to me what is the Palantir's business model ? I haven't heard any large, meaningful project they been involved in, but I keep hearing the company name & how hot they are and their stocks are going to blow-up any day (some of my friends kept their stocks for the last 4-5 years with very little gain compared to other software companies). I know of the smaller software companies that are less than 10…
Warp Speed: Aims to integrate ERP, MES, PLM, and factory floor systems into a single AI-driven platform. As opposed to legacy ERP systems, it focuses on production optimization rather than just financial tracking. Warp Speed has the potential to relegate legacy systems to backend data storage, shifting the entire intelligence layer (and value) to Palantir's system. Warp Speed targets both innovative new manufacturers (they note Tesla and Space X alums starting new companies) and traditional large-scale operations.
Mission Manager: enables other defense contractors to build on Palantir's platform and benefit from their security infrastructure and position of trust within government. You can think of it as an AWS for defense companies; plug and play with the foundations handled for you. While the product just launched in Q4 2023, they just received a new $33 million CDAO Open DAGIR contract. While this is possibly just an advanced POC, it represents significant potential for future growth and wider adoption in the defense sector. Now is the perfect time. From 2021 to 2023, VC firms invested nearly $100 billion in defense tech startup companies, a 40% increase from the previous seven years combined. Time is the most important thing for these startups and Mission Manager shows the potential to save lots of it.
Can someone explain to me what is the Palantir's business model ? I haven't heard any large, meaningful project they been involved in, but I keep hearing the company name & how hot they are and their stocks are going to blow-up any day (some of my friends kept their stocks for the last 4-5 years with very little gain compared to other software companies). I know of the smaller software companies that are less than 10…
> During the 2016-2020 era especially, telling people you worked at Palantir was unpopular. The company was seen as spy tech, NSA surveillance, or worse. Lots of people still see it in exactly this way. The fact that Palantir IPO'd and is a magnet for investors doesn't contradict this. Palantir always had a reputation for champagne and surveillance.
So does AT&T and Verizon which would fall in the morally neutral category. Even big tech - Google/meta are probably classified as morally neutral but in reality gray areas. The US government probably has access to all that data - with our without warrants. I also agree with his premise. There is really no gray area working for defense tech in the US. In my opinion people have a rather lopsided view of that. You would…
Probably because US MIC is weird political place. On one hand, it's turns out really cool tech and US needs defense. On other hand, who are we defending from and why are spending all this money on world police when we have a ton of internal problems? Throw in some pork barrel in there to add to political stuff.
When people post memes about "You are about to find out why US doesn't have free healthcare." with some overwhelming American firepower equipment in the image, it's not hard to see why a lot of people find it a grey area.
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As best I can tell only ARM has a higher PE and Market Cap. https://www.marketbeat.com/market-data/high-pe-stocks/
Those are trailing P/E numbers, so they are just plain wrong and should be disregarded. Also P/E doesn't matter for companies that have not been profitable for long. Any PE number above 100x is very likely just noise. I wouldn't look at anything too far above 30x, maybe 40x to account for the craze behind NVDA today
> During the 2016-2020 era especially, telling people you worked at Palantir was unpopular. The company was seen as spy tech, NSA surveillance, or worse. Lots of people still see it in exactly this way. The fact that Palantir IPO'd and is a magnet for investors doesn't contradict this. Palantir always had a reputation for champagne and surveillance.
So does AT&T and Verizon which would fall in the morally neutral category. Even big tech - Google/meta are probably classified as morally neutral but in reality gray areas. The US government probably has access to all that data - with our without warrants. I also agree with his premise. There is really no gray area working for defense tech in the US. In my opinion people have a rather lopsided view of that. You would…
(Also, there are plenty of reasons why the American defense industry is both quanitatively and qualitatively different from those of other nations, e.g. France, Sweden – i.e. its disproportionate involvement with arms sales, its involvement with defense boondoggles and the opportunity cost, etc. Regardless of the grays, when the system is black, entire countries are painted black.)
246 PE, with a $94B market cap. https://finance.yahoo.com/quote/PLTR/ Alex Karp has something figured out. The investor class loves him.
It's always amusing when armchair investors throw around financial metrics meant for entirely different types of companies, just to sound knowledgeable because they've heard others repeat the same lazy jargon.
I should probably look into this Palantir operation.
Earlier quoted context omitted.
As best I can tell only ARM has a higher PE and Market Cap. https://www.marketbeat.com/market-data/high-pe-stocks/
Those are trailing P/E numbers, so they are just plain wrong and should be disregarded. Also P/E doesn't matter for companies that have not been profitable for long. Any PE number above 100x is very likely just noise. I wouldn't look at anything too far above 30x, maybe 40x to account for the craze behind NVDA today
Are you saying Palantir's previous 10-Ks and 10-Qs have material misstatements of fact?