Dick Elinor
01-24

$Palantir Technologies Inc.(PLTR)$ Palantir is possibly the most “overvalued” large cap in history at the moment, but if it is also the most revolutionary company in history, then this is not inappropriate. The stock is a must-have in many types of portfolios and indexes. No one else can offer a product anything like this type of AI, and it is so valuable to public and private enterprises that they are recognizing they will need it for survival in this new age.

Impenetrable moat and great pricing power. Their contracts are expensive so they don’t need to add a lot of customers per quarter to keep accelerating growth at alarming rates. This thing will scale like $Microsoft(MSFT)$ .

No one at this point is selling Palantir. It’s too special, and just getting started.

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  • jethro
    ·01-25
    yes agreed 💯
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