Creator sentiment
5 creators · 5 views · past 7 days
Updated October 20, 2026
The bull case
- +Top pick: stock flat over past 12 months while revenue grew 93%, operating income 240%, net income 225%.
- +No AI deployment at scale without Palantir; trading at 69x forward P/E, down from 95x a year ago.
- +Forward PEG of 1.2 is the definition of cheap when accounting for growth.
- +Palantir is working with Accenture to build sovereign AI models for large enterprises, a huge opportunity.
- +This partnership is a key reason why Palantir's stock is above $200.
- +Palantir's revenue grew 93% year-over-year, and it raised full-year guidance to $8.15 billion, implying 82% growth.
- +It is one of the only profitable pure-play AI software companies, with 55% net margins and US commercial revenue growing 134%.
- +The global AI market is expected to grow over 11x in the next 9 years, and Palantir is positioned to capture a meaningful slice.
The bear case
- −The only name in his dashboard viewed as overvalued, about 22% above fair value.
- −However, he notes Palantir consistently surprises to the upside, so the view could change.
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Top pick: stock flat over past 12 months while revenue grew 93%, operating income 240%, net income 225%. · No AI deployment at scale without Palantir; trading at 69x forward P/E, down from 95x a year ago. · Forward PEG of 1.2 is the definition of cheap when accounting for growth.
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The only name in his dashboard viewed as overvalued, about 22% above fair value. · However, he notes Palantir consistently surprises to the upside, so the view could change.
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Palantir is working with Accenture to build sovereign AI models for large enterprises, a huge opportunity. · This partnership is a key reason why Palantir's stock is above $200.
