PLTR 这一页 7 条观点条目，其中 0 条方向发生变化。
他们的 Rule of 40 指标将再次超过 Palantir。是的，我实际上觉得 Palantir 更令人兴奋，因为其他公司是从巨大的瓶颈中获益，但 Palantir 甚至可能不会放缓增长。这是最疯狂的部分。
Faster than they'll have a bigger rule of 40 than Palanteer once again. Yeah, I actually think Palanteers is is more exciting because the other ones are benefiting off large bottlenecks, but Palunteers may not even slow down. It's the craziest part.
好的，现在让我们继续讨论我想谈的第四只股票，那就是Palanteer，因为我认为Palanteer拥有整个季度最好的财报，至少从我看到的来看是这样。那么，让我们看看亮点。这张截图显示，Palanteer的美国营收增长了115%，环比增长了23%。
美国商业营收增长了149%，美国政府营收同比增长了90%。总营收增长了93%，这意味着Palanteer的业务在同比基础上几乎翻了一番，这简直太疯狂了。经营自由现金流约为12.2亿，自由现金流利润率为63%。
因此，Palanteer的业务在同比基础上几乎再次翻倍的同时，还保持了高盈利能力。这确实令人印象深刻。
All right, now let's move on to the fourth stock that I want to talk about. And this one is Palunteer because Palanteer, I think, had the best earnings report of the entire season, at least from what I saw.
So, let's take a look at the highlights. This screenshot shows us that Palunteer had 115% US revenue growth and it grew 23% quarter-over-arter. US commercial revenue grew 149% and US government revenue grew 90% year-over-year.
Total revenue grew 93% which means that Palunteer's business nearly doubled on a year-over-year basis which is just insane. And operating in free cash flow came in at about 1.22 billion with a 63% free cash flow margin.
So Palunteer's business is highly profitable while nearly doubling its revenue again on a year-over-year basis. That is truly impressive.
嗯，Palantir的现金流收益率也大约是1%。
Uh you've got Palantir is also about a 1% cash flow yield.
比如，我们认为Palantir会进一步增长，超越他们多年前，比如5年前的那种政府曝光吗？哦，他们会扩展到商业领域吗？答案是绝对会。他们一直在扩张，你知道，商业收入将超过政府曝光。
Like, do we think Palantir is going to grow even more beyond just sort of like this government uh exposure that they had, you know, years ago, like 5 years ago, right? Oh, are they going to expand to commercial?
The answer was absolutely yes. They keep expanding, you know, commercial revenues are going to exceed government exposure.
看看这个。Palantir这里有一点折扣。Palantir经历了一段疯狂的上涨，现在下跌了约4%。嗯，这里有一点回吐。我们在164有一个支撑线，我们会关注的。
Look at this. Getting a little bit of a discount here on Palunteer. Palanteer's had one heck of a run now down about 4%. Uh given a little bit of a give back here. We do have a support line at 164 we'll be paying attention to.
嗯，我们确实有一个价格目标，嗯，关于下周的指数。嗯，就这么说吧。这在我们课程会员的直播中，当然你可以在me.com上参与。嗯，价格目标比我们现在的位置要低。但是，嗯，我们实际上把这看作一个机会。
我们预计本周会有很大的波动。我们一直在谈论这个，嗯，自从我们在指数上达到735以来。你看，我们有一个价格目标，而且是从这里往下。到目前为止，我们下跌了29点，嗯，自从我们不幸的短期看空指数价格目标以来。
那并不是要成为空头。我们实际上把它看作一个逢低买入的机会。
Uh we uh we do have a price target uh on the cues for this next week here. And uh let's just put it this way. This in our course member live streams which of course you could be a part of over at me.com.
Uh the um the price target is lower than where we sit right now. But uh but we actually are uh chalking this up to an opportunity. We expect a lot of volatility this week. We've been talking about this for a while uh since we hit 735 on the cues.
Like look, we've got a price target and it's down from here. And so far we are down 29 points uh since our unfortunately short-term bearish price target on the cues. And that wasn't to be a bear.
It's we actually see it as a buy the dip opportunity.
我们可以在这里谈谈Parent，这是我们下周三在节目中报道的一家公司。所以请继续关注，因为我觉得像微软这样的公司最终可能会在那里遇到一些问题。
We could talk about Parent here which is a company we cover on the show uh next Wednesday. So stay tuned for that because I feel like especially a comp company like Microsoft might get into some problems there eventually.
只是评论一下，我们今天没有把它列入名单，但Palanteer今天会是B，10年后也是B，CEO的执行力相当令人印象深刻。
Just one comment, we have it, we don't have it today on the list, but Palanteer would be B today and 10 years B execution of the CEO is quite impressive.
现在就在评论区猜猜他们的股票薪酬是多少。在50亿的营收中。我还没看这个。我们有公司开支5.8亿。在评论区猜猜你认为股票薪酬是多少，我们来看看。我猜是8000万，我不知道。我还没看，可能完全错了。我们等着瞧。
Let's take throw throw guesses in the comments right now on what their stockbased comp is. One the five billion of topline revenue. And I haven't looked at this. We've got corporate expenses 580 million.
Throw me a guess in the comments for what you think stockbased comp is and we'll take a look. I'm guessing it's a I'm guessing 80 million and I don't know. I haven't looked at could be totally wrong. We'll see.
Palanteer刚刚又交出了一份怪兽级别的季度业绩，正如我之前告诉你的那样。而且就像我在2022年这只股票还是6美元时告诉你的那样，我们在这家公司上还有很长的路要走。这远未结束。
Palanteer just dropped another monster quarter just like I told you it would. And just like I told you back in 2022 when this stock was $6. We still have a long runway to go with this company. This is far from the end.
看看实际数字，你会在今天的视频中逐行、逐数据地发现，为什么这些盈利证明Palanteer不仅仅是一家1万亿美元的公司。它可能实际上比那大得多。我可能实际上低估了这个业务的真正潜力。
Look at the actual numbers and you will find out in today's video line by line, data by data, why these earnings prove Palanteer is not just a $1 trillion company. It might actually be a lot bigger than that.
I might have actually undersshot the true potential of this business.
