Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Palantir has already made some investors rich, but the next five years come with wildly different outcomes depending on which scenario plays out. Here is how a simple monthly plan stacks up…
Vandita Jadeja Palantir just posted growth numbers that humiliated Wall Street estimates, yet the stock still needs to more than double before it touches a trillion-dollar valuation. Here is what the math actually says…
Palantir just posted its ninth straight earnings beat and triple-digit revenue growth, but its valuation sits at levels that make even bulls nervous. Here is what five years of holding the stock…
Vandita Jadeja VisionWave Holdings (NASDAQ:VWAV) stated on September 24 that it signed and accepted a purchase order from Metal Machinery Components Trading FZCO, a privately held Dubai trading company, for 200 STRATUM VARAN unmanned…
Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.
Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs…
Cybersecurity stocks are rallying in Wednesday morning trading as broader large-cap technology names slide. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 1% for the session. However, the Invesco QQQ Trust…
Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are trading higher in Wednesday morning action even after investor Michael Burry disclosed adding to a short position against the company, along with…
Palantir has gone from ice cold to white hot in a matter of weeks, and Wall Street analysts cannot agree on what that rally is actually worth. The gap between the most…
Palantir just posted revenue growth above 90% year-over-year with a Rule of 40 score that has Wall Street rubbing its eyes, yet the five-year model tells a far more complicated story than…
Vandita Jadeja Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually…
Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly…
Palantir's multiple looks stretched on every traditional measure, yet the earnings math is quietly doing something that could make the valuation argument obsolete before most investors notice it.
Alex Sirois ServiceNow and Palantir both posted jaw-dropping AI numbers in Q2, but their business models represent radically different bets on how enterprise AI actually wins. One valuation makes the choice obvious.
