$Meta Platforms, Inc.(META)$ IS THE CHEAPEST BIG TECH!PRICE TARGET: $1025POTENTIAL UPSIDE: +60% ✅"Q3 revenue up 26% was impressive. Margin decline from heavy investments may weigh short term, but I remain very bullish long term"ASSUMPTIONS:LTM Revenue: $189.458B5Y Revenue CAGR: 13%2030 Profit Margin: 39%2030 PE Ratio: 27Shares outstanding: 2.572BShares reduction: 1%/year VALUATION:Q3 2030 $META Share Price =189.458 * (1.13)^5 * 0.39 * 27 /[2.572 * (0.99)^5] = 1503$You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $640FAIR VALUE: $9331Y PRICE TARGET: $1025POTENTIAL UPSIDE: +60%EXPECTED RETURNS: 18.6%/yearDIVIDEND YIELD: 0.3%For SG users only, Welcome to open a CBA today and enjoy access to a trading lim

I’ll tell you why Burry’s $Palantir Technologies Inc.(PLTR)$ short won’t work.Actually, no PLTR short will work soon.Those who are shorting the stock are the same idiots who shorted Bitcoin at $50k.They don’t understand the nature of it.PLTR isn’t about fundamentals or valuation, it’s an accord between the retail investors and the company.Retail trusted it to be a vehicle for the redistribution of wealth.They put their money in the stock, and never sold regardless of fundamentals, valuation etc, so the stock has consistently gone up.Management accepted this as they are also mavericks, they remained loyal to the accord by not doing something stupid like fraud etc.As the business also performed well, traders and institutions joined, creating immense

$Palantir Technologies Inc.(PLTR)$ quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far.I don't think people realize how insane it is to grow revenue 63% while maintaining 51% operating margins in software. That level of efficiency is almost unheard of which is why $NVIDIA(NVDA)$ CEO Jensen Huang called Palantir’s ontology “the most important enterprise stack in the world.” The ratio of commercial revenue to customer count is just as extreme with only 530 commercial customers generating ~$400M in one quarter when most software companies at that revenue scale have thousands of clients so this is an insane