Feb. 3 at 9:12 AM
$PLTR
• 70% Y/Y growth — yes, insane. Forward P/E ~128–132x.
• Market is pricing perfection, but execution & moat are unique. Rule of 40 holds if compounding continues.
• Gov contracts ~66% of revenue → biggest risk: admin change could cut tailwinds. Progressive Dems are already vocal critics.
• Unlike
$HOOD, this isn’t just hype — execution has been consistent, repeatable, and mission-critical.
Big growth, high multiple, but thesis hinges on execution + political durability.
