$Palantir Technologies Inc.(PLTR)$
đ Palantir at $134 â Still Room to Run, or Priced to Perfection?
With 75% YTD gains, can it double again in 2025?
đ§ 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.
đĄ What to watch: (i) margin expansion, (ii) commercial segment growth, and (iii) new international contracts. If these improve, PLTR could re-rate higher.
đŻ My base case: $150 by year-end if risk sentiment holds. But tread carefully. current price already factors in a lot of optimism.
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