Restivo.S
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来 喝了这碗毒鸡汤 才更有 Conviction TSLA长持者的思考,没有心灵马杀鸡


Holy sh*t! $PLTR Karp suggested that based on Palantir’s financials, he could see $15-$18B in FCF in 2-3 years… They’re currently operating at 60% margins. If we lean more conservative and assume that drops to 50%, that would imply Palantir’s revenue is 30B-37.5B! Basically a 5x from today. We could see a market cap of 750B-$900B or $360-$432 per share, if we throw a 50x multiple of FCF which would be ridiculous for a behemoth growing like this. 60-80x for a company growing like this would be more fair which would imply: 60x = 900B-$1.08T market cap or $360-$432 per share 70x = 1.05T - $1.26T market cap or $420-$504 per share 80x = $1.20T - $1.44T market or $480-$576 per share


@myminetrading @TJ_Research 我觉得应该快了。最多再来1-2次财报吧。我觉得但凡想想都知道这个AI竞争肯定不会持续太久。现在软件板块财报大部分盈利,七大科技都穷的要到处融资了,硬件板块吃成巨人观,这畸形的股市不进行轮换,肯定要崩。



























