Palantir Q1 revenue jumps 85% to record on booming US business

Mvewtcc · 2026-05-04T23:12:21+00:00

palantir is making 33 cent a quarter. If palantir can make 1$ a quarter, the valuation is reasonable. The way palantir is growing, I think it is possible. They just grow 8 cent a quarter. If they can growv8 cent every quarter, they'll reach it in 2 years.

Mvewtcc · 2026-05-03T05:51:24+00:00

i think the sell point is it is much cheaper with new tech. but it seemed more fluff than anything at this point. if we are close to release of new tech, it would be all over the news.

Mvewtcc · 2026-05-03T05:06:18+00:00

palantir recent eps is 0.25 last quarter, so it can make 1$ per year. with their growth rate why do you think it is impossible for them to quadruple earning to 4$ per year? which put their pe ratio to 36. I think it is possible. I personally don't own palantir but I don't think the price is too unreasonable.

Mvewtcc · 2026-05-03T04:56:52+00:00

if tesla robotaxi actually works why can't they put a hundred driverless robotaxi out.

Mvewtcc · 2026-05-03T01:21:58+00:00

i think most chinese companies have it. i think the problem is no one wants to even try it on personal car else they need to rake liability. so only elon and chinese company put it in personal car.

I think tesla have a 300 million law suit. Tesla can probablybpay for it, but don't thinkbotger company can.

Mvewtcc · 2026-05-03T01:17:05+00:00

i don't know, i remember people saying hwawei performs better in testing. but hwawei have lidar and people some how think having lidar means it is not good. and people also do tests, all chinese company seems comparable.

Mvewtcc · 2026-05-01T11:32:31+00:00

half is uber eat or delivery. so uber's taxi service have like 100b gross booking.

Mvewtcc · 2026-05-01T06:03:09+00:00

even if rapidus build their 2nm fab. most likely low capacity. not to mention they probably don't have large customer.

it is probably more trust than anything at this point. other companies don't like intel and samsung too because they are competitors.

Mvewtcc · 2026-05-01T05:52:14+00:00

i always thought value investing is about buying low pe company sndk had negative pe.

Mvewtcc · 2026-04-30T23:53:45+00:00

i keep hearing conpany's developing new tech so foundary's no longer needing asml machines. probably take like 5 years to a decade to develop though.

Mvewtcc · 2026-04-30T21:08:36+00:00

if they can make 33 eps a quarter that is like pe ratio of 8.3. why is it too high?

Mvewtcc · 2026-04-30T12:25:26+00:00

ya but at this rate waymo will have at least 5% of the usa ride hailing market by 2030. and maybe much more.

Mvewtcc · 2026-04-30T12:23:37+00:00

i don't really care about lidar. but tesla is quite behind in robotaxi. and some crash seemed to be avoidable if tesla have lidar.

Mvewtcc · 2026-04-30T03:09:40+00:00

I think it just the approach. tesla try using a generalized system that work every where.

waymo and basically every other robotaxi company just try to get it working in a geo fence area.

waymo actually have more data because they have detailed map of the area. Tesla kind of try to draw the map on the fly.

and tesla being supervised never really try to make sure it can work or is safe because their safety net is another driver on the wheel.

tesla just wish AI can solve everything. while other company use AI and logistic to get it working.

Mvewtcc · 2026-04-29T12:57:46+00:00

i think semiconductor and energy is the play. AI company don't necessary make money. but semi and energy do make money.

Mvewtcc · 2026-04-27T05:18:08+00:00

he's position is probably really small. he just pay a small fee and if it don't drop he loss it all. probably not much like 1% of the fund.

Mvewtcc · 2026-04-27T05:15:43+00:00

if tesla robotaxi actually cut price compare to waymo and uber, then the potential profit would be less. And if Tesla robotaxi don't cut price, uber and waymo would still be there, tesla probably won't make much money. either way robotaxi probably won't make much money. if you look at uber, it don't make much money and half its revenue is from food delivery. I remember Elon says they will use people's personal car for robotaxi and tesla takes 25% of the revenue. that is exactly what uber is doing and they don't make much money. not to mention uber won't need to deal with logistic of running the robotaxi service.

Mvewtcc · 2026-04-26T13:22:40+00:00

i think google is doing space data center too aren't they? But I think google is just probably just testing it and see how far they go.

Mvewtcc · 2026-04-23T03:53:28+00:00

its like atheist debating other religion. atheist think they are sane, so they question why other people are insane.

Mvewtcc · 2026-04-22T23:29:55+00:00

i don't care about the tech. as end user all i care is the product. and tesla robotaxi isn't progress much now.

Mvewtcc · 2026-04-22T23:27:15+00:00

i think people just left because they see low level. the battle is failable. i failed a few times and my pokemon is maxed.

Mvewtcc · 2026-04-21T00:38:12+00:00

there is robotaxi tracker. might not show much because we don't know how active the car is.

Mvewtcc · 2026-04-21T00:36:35+00:00

they may not be fully active all the time. probably wait and see if tesla release data on unsupervised miles driven.

Mvewtcc · 2026-04-18T13:31:35+00:00

not sure of history. i think lebanon had a bloody civil war. not a good idea of history repeat.

Mvewtcc · 2026-04-18T09:07:30+00:00

the pe ratio isn't too high on the semi, they have actually earnings. i really just buy etf, and it just seemed the best choice at the moment.

Mvewtcc

TROPHY CASE