I have a lack of faith in Open

I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player.
But results will gradually speak for itself, as corporate users become the market that these AI companies fight for.
Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]).
Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is there any serious viability in the short, medium and maybe long term, apart from investor hype?

Palantir Hits $146 — Can the Government AI Contract Thesis Hold?

Palantir (PLTR) rose 2.54% to $146.39, supported by continued U.S. government AI infrastructure expansion driving core ARR growth, with US commercial ARR maintaining 40%-plus year-over-year gains and the firm securing a growing share of federal AI procurement. However, at a trailing P/E exceeding 150x, the valuation already prices in substantial growth, leaving the stock highly exposed to a systemic de-rating should government spending decelerate. Is $150 the next target?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":552027341661176,"tweetId":"552027341661176","gmtCreate":1775783303621,"gmtModify":1775783308989,"author":{"id":4099302906769020,"idStr":"4099302906769020","authorId":4099302906769020,"authorIdStr":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[{"themeId":"dbcd38a3ad0f46609695964041538bf5","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Palantir Hits $146 — Can the Government AI Contract Thesis Hold?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":dbcd38a3ad0f46609695964041538bf5}&rnconfig={\"headerBarHidden\": true}","description":"Palantir (PLTR) rose 2.54% to $146.39, supported by continued U.S. government AI infrastructure expansion driving core ARR growth, with US commercial ARR maintaining 40%-plus year-over-year gains and the firm securing a growing share of federal AI procurement. However, at a trailing P/E exceeding 150x, the valuation already prices in substantial growth, leaving the stock highly exposed to a systemic de-rating should government spending decelerate.\nIs $150 the next target?","image":"https://community-static.tradeup.com/news/fc9bec852a663eb61e723a30a6e086e9"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player.\n \n But results will gradually speak for itself, as corporate users become the market that these AI companies fight for.\n \n Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]).\n \n Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is there any serious viability in the short, medium and maybe long term, apart from investor hype?</body></html>","htmlText":"<html><head></head><body>I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player.\n \n But results will gradually speak for itself, as corporate users become the market that these AI companies fight for.\n \n Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]).\n \n Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is there any serious viability in the short, medium and maybe long term, apart from investor hype?</body></html>","text":"I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player. But results will gradually speak for itself, as corporate users become the market that these AI companies fight for. Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]). Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is there any serious viability in the short, medium and maybe long term, apart from investor hype?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/552027341661176","repostId":0,"isVote":1,"tweetType":1,"viewCount":480,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":730,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/552027341661176"}