Nov. 25 at 3:19 PM
$PLTR So now that AMD and Google are competing with Nividia, how long before the general market wakes up to the reality that this company will have a dozen competitors and many of them able to improve on what Palantir does or make it cheaper, easier etc. This stock is priced like it's the only company in the world that does what it does, which we know is already false.
Once investors accept the reality that this company's margins will drop in the coming years and competitors will compete, the price will reflect that reality. There is no monopoly like business model here.
