I’ve watched $PLTR defy the "overvalued" label for years, even back when critics pointed to its sky-high P/E and lack of GAAP profits. But the story has fundamentally changed now that Palantir is reporting massive profit quarter after quarter, proving their software is a necessity, not a luxury. The price escalation eventually became so aggressive that it caught the attention of Michael Burry. The Big Short legend himself decided to bet against the AI darling, and for a while, his short thesis seemed to be winning as the share price was hammered down from its highs.
However, the tide turned abruptly this month. Since the U.S. airstrikes in Iran began in late February, $PLTR has staged a massive comeback, climbing roughly 14% in March alone. The market is increasingly betting that the surgical precision of these attacks was powered by the very AI intelligence Palantir specializes in. While Burry focused on the "bubble" metrics, the reality of modern warfare and the temporary ban on rivals like Anthropic for government work have put Palantir back in the driver's seat. Whether it’s a short squeeze or a fundamental re-rating, the message is clear: in a world of escalating conflict, Palantir’s "unpalatable" valuation is a premium many are now willing to pay.
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- 闪电侠08·03-13 20:24KkkkLikeReport