02/14/2025, 05:02 PM UTC
Palantir：够了，是时候做空了Palantir: Enough Is Enough - It's Time To Short
1. Palantir的股价已飙升至每股117美元，超出最初看涨预期；2. 尽管收入增长强劲，但股价估值已达到狂热水平；3. 公司的AIP平台有价值，但未来的增长预期似乎过于乐观；4. 目前的市值和估值倍数不可持续；5. 建议给予“强烈卖出”评级并做空。1. Palantir's stock has surged to $117 per share, exceeding initial bullish expectations; 2. Despite strong revenue growth, the stock's valuation has reached mania-like levels; 3. The company's AIP platform is valuable but future growth expectations seem optimistic; 4. The current market cap and valuation multiples are unsustainable; 5. A 'Strong Sell' rating and short call are recommended.---
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