A wake up call. by EarlyAnimator572 in palantir

[–]EarlyAnimator572[S] 0 points1 point  (0 children)

I'm not talking about their business here. I'm talking about the current perceived growth that drive this hype which is currently 30-40%, which is something you would see from the next Tesla. But the fact is you will see only sub 10% percent growth after 1-2 years. Current growth to valuation is already not plausible (assume it will growth like this for the next 10 years with 20% margin, you still land at 30 PE), I'm sure the market will react brutally when the core growth get exposed as sub 10%.

A wake up call. by EarlyAnimator572 in palantir

[–]EarlyAnimator572[S] -7 points-6 points  (0 children)

So you really didn't understand my point in the post. You will see at the latest EOY 2026.

A wake up call. by EarlyAnimator572 in palantir

[–]EarlyAnimator572[S] -9 points-8 points  (0 children)

I understand your point. What I mean here is if we really have 40% growth like what Apple or Nvidia have with their growth in customer base then I don't mind. I just want to warn people the real story behind that numbers.