PLTR因自由现金流被低估及企业销售周期改善，未来3-4年有显著上行空间（4-5倍），估值合理。
逐段跳播
我会掌控自己的数据。我不会允许模型访问它，这就是为什么 Nvidia、Palantir 以及许多其他公司都在谈论主权人工智能。
I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.
但那种认为它会消灭 ServiceNow、Salesforce 或 Palantir，并且 Anthropic 会取代它们的想法，就像一出糟糕的喜剧。
but the idea that it's going to wipe out ServiceNow, Salesforce, or Palantir, and that Anthropic is going to take their place, was like a bad comedy.
Palantir，我的意思是，你看，我不断看到这是什么，你最喜欢的公司之一，这是你最喜欢的公司之一，因为，你看，Palantir，它和很多公司一样，你知道，它已经从青春期或小学阶段走出来，你知道，显然它正在迈向 200 美元。
我认为这是投资者大大低估的东西：他们的技术已经进步了多远。它显然始于政府部门，但他们在企业界所做的事情改变了销售周期。我认为这将是一个真正改变企业支出方式的名字。但如果你把市值与任何指标相比，投资者是认可它的。
我认为它是，我的意思是，鉴于现金流，我把它看作是一只未来三到四年内可能从这里上涨 4 到 5 倍的股票。这是下一家万亿美元公司，因为对我来说，它就是一个万亿美元级别的名字。关键在于投资者低估的自由现金流，然后它突然会开始真正起飞。从自由现金流的角度看，它并不贵。
Palantir, I mean, look, I keep seeing what this is, one of your favorite companies, this is one of your favorite companies because, look, Palantir, it's like a lot of companies, you know, it's gone from adolescence or elementary school to, you know, obviously it's on its way to $200.
I think it's something that investors greatly underestimate: how far their technology has progressed. It clearly started in the government sector, but what they are doing in the corporate world has changed the sales cycle.
I think this will be a name that will truly change the way companies spend. But if you compare the market value to any metric, investors appreciate it. I think it is, I mean I see it as a stock that could rise 4 or 5 times from here over the next three to four years given the cash flow.
This is the next billion-dollar company because, to me, it's a billion-dollar name. It's about the free cash flow that investors underestimate, and suddenly it will start to really take off.
It's not expensive from a free cash flow perspective.
我认为 Palantir 就是一个很好的例子。无论你谈论的是 Dell 还是 Cisco，对许多正在找到下一档速度的公司来说，这仅仅是个开始。
I think Palantir is a good example. Whether you're talking about Dell or Cisco, this is just the beginning for many of these companies that are finding that next speed.
这个频道对 $PLTR 的历次判断
The Compound 在这只股票上只有这一条判断。