PLTR有约50%的上行空间，公允价值约为222；仍值得买入，但存在潜在警示信号。
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我们会看到的。Palantir 185，你知道，自从我们在 118 区间获得一些敞口以来，它就像一枚火箭。有点失望它涨得太快了。技术分析确实说它会涨，但我认为还有更多时间。所以，我希望我买了更多，像往常一样，但我仍然很高兴我们买入了，而且它涨得很好。我实际上认为它还有更多上涨空间。
We'll see. Palanteer 185, you know, one heck of a rocket ship since uh since we we got some exposure to this down uh in even the 118 range. Little disappointed it ran so fast. The technical analysis really said it was going to uh but I thought there was still some more time. So, I wish I wish I bought more as is usual, but um still happy we got it and uh it's it's really nicely up. I actually think there's still more upside in it though.
这是……有人昨天留下评论，比如凯文，Palantir 现在是不是太贵了？也许我们会做的是对 Palantir 做一个完整的分析。但人们必须记住这家公司的护城河。他们门口排着长队，都是想要这个产品的人。
下行风险是因为他们门口排着长队，人们可能会感到沮丧，并试图创建自己的类似 Palantir 的替代品。我不认为这一定是一项容易完成的任务，但它至少可以在某种程度上完成。
This is uh somebody was asking somebody left a comment yesterday like Kevin, you know, is is Palanteer now too overpriced? Maybe what we'll do is we'll do um a full breakdown on Palunteer. But people have to remember just the moat this company has. They have a line out the door of people who want this product. downside risk is because they have a line out the door, people could get frustrated and sort of try to create their own Palanteer like replacements. I don't think that's necessarily an easy uh task to pull off, but uh it can be pulled off uh to at least some extent.
这里 Palantir 今天也变绿了，即使在软件板块出现了一些上涨之后。
Here you've got Palunteer coming green today as well, even after some of the um green that we've seen on software.
仍然比 Cyber 或 Palantir 好。
Still better than Cyber or Palunteer.
ServiceNow 和 Palantir 上涨，Palantir 上涨。
Service now and Palunteer green for Palunteer.
然后是 SaaS 末日。好吧，我的意思是，是的，这让我们了解了 Salesforce 的情况。所以，我们有点明白发生了什么。现在真正关心这种颠覆还为时过早，因为你可能可以通过人工智能赚更多的钱，专注于优化增长，然后再担心成本。
这可能是它给软件板块带来良好反弹机会的原因，但这些问题将仍然存在，并且在某个时候，即使对像 Palantir 这样的公司来说，长期来看也会继续成为一个担忧，这最终将成为一个问题。
And then SAS apocalypse. Okay. I mean, yeah, that gives us color on Salesforce here. So, we kind of understand what's going on. There's just it's just too early to actually care about that disruption when you can probably monetize a lot more with artificial intelligence and focus on you know optimizing for growth right now and worry about the costs later. That's probably it which you know gives software a good rally opportunity but those issues will remain and at some point you know continue to be a concern even for a company like Palanteer in the long term that'll end up being a question.
我想你可能也可以把 Palantir 放在这个列表上。Palantir 的主权 AI 栈，你知道，那是从启发式到本体论再到主权 AI。
I guess you could probably put Palunteer on this list, too. Palunteer uh sovereign AI stack, you know, that was uristics to um ontology to sovereign AI.
是的，因为 Palantir 基本上经常热切换模型，经常谈论热切换模型。
Yeah, because Palanteer basically hot swaps models regularly talks about hot swapping models.
我们在大约118的位置发出了警报。Palanteer在第三季度爆发了，但现在你看到的是软件在扩张。
We got about at about 118 sent an alert for that. Palanteer's exploded here in the third quarter but you're now seeing software expand.
当你审视公司的利润率时，无论是Salesforce、UiPath还是Palunteer，随着它们将代币整合到所提供的服务中，代币正日益增加这些软件公司的成本。
when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.
然后我们还有Palanteer，我也认为它可能处于大约25倍的市盈率，这使其公允价值约为222。老实说，我认为这低了大约20%到30%。所以，我认为Palunteer还有接近50%的上涨空间。
and then we've got Palanteer, which I also think is probably at I think we're running this at like a 25 peg right now, which brings it to about a 222 fair value. Honestly, think that's about 20 to 30% too low. So, I think there's closer to 50% upside on Palunteer.
我们持有Salesforce和Palunteer的敞口。我们在这两只股票上是盈利的。我们对它们感到非常兴奋。
We're exposed to Salesforce, exposed to Palunteer. Like we're up on these. We're really excited about them.
这比Palanteer约1%的收益率要好得多。它能否继续上涨？现在买入Palunteer或Salesforce是否太晚了？我的观点是答案是否定的。我认为这些股票还能继续上涨。
which is way better than the 1-ish% that Palanteer yields Can it keep going? Like is it too late to get into Palunteer or Salesforce? My opinion the answer to that is no. I think these guys can still go.
但如果你要买入这些股票，你必须看到它们仍然存在潜在的危险信号。其中一些你应该注意。显然，我们在这里已经讨论过。那些是我正在关注的。你可能有自己的危险信号。这样你就可以在仍然谨慎的情况下持有这些敞口。这仍然是一项投资，对吧？不要对它过于执着。
But if you're going to get into those stocks, you have to look at them as they still have underlying red flags. some of the ones that you should pay attention to. Obviously, we've talked about here. Uh those are the ones that I'm paying attention to. You might have your own red flags that you look at. Uh and and that's how you can have an exposure to this while still being uh careful, if you will. It's still an investment, right? Don't get married to it.
Palunteer基本持平。
Palunteer is basically flat.
这个频道对 $PLTR 的历次判断
Meet Kevin 在这只股票上共 4 条判断，这里只列相邻的几条。