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06-04

$Palantir Technologies Inc.(PLTR)$  

📈 Palantir at $134 — Still Room to Run, or Priced to Perfection?

With 75% YTD gains, can it double again in 2025?

🧠 My view: Possible, but not probable . at least not without a macro tailwind or major revenue beat. PLTR is now trading like a growth stock with a defence contract moat. Valuations rich, but not bubble-like. If U.S. elections tilt pro-defense and govtech, Palantir could gain further momentum, especially with Trump-linked speculation in play.

💡 What to watch: (i) margin expansion, (ii) commercial segment growth, and (iii) new international contracts. If these improve, PLTR could re-rate higher.

🎯 My base case: $150 by year-end if risk sentiment holds. But tread carefully. current price already factors in a lot of optimism.

🚨 Palantir CEO Sells 400K+ Shares: Take it Easy or Short for Short-Term?
Palantir Technologies CEO Alex Karp unloaded more than 400,000 shares in the data-analytics company last week, according to a filing with SEC. Karp sold 409,072 shares, at prices ranging from $142.46 to $157.56 a share, on Wednesday and Thursday. ------- Does Karp Selling at $142–$157 Suggest PLTR Is Overvalued? Would You Buy the Dip or Stay Away?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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