At the end of 2024, the billionaire investor Peter Thiel had a known stake in Amazon (NASDAQ: AMZN) worth around $42 million, according to the filings submitted by his hedge fund Thiel Macro LLC on February 14, 2025.
If nothing else, the bullish earnings reports from Palantir Technologies Inc. NASDAQ: PLTR have seemed to put to rest the arguments that Palantir's growth is unsustainable. The company is now solidly profitable with revenue coming in from U.S. government contracts, and more importantly, from an expanding list of commercial customers.
Palantir Technologies (PLTR) is well positioned to outperform the market, as it exhibits above-average growth in financials.
PLTR's surging commercial momentum and rising profitability give it an edge as both tech innovators race for high-growth gains.
You've seen the charts. You've heard the hype.
Michael Burry said Nvidia made "straw man arguments" in a private memo addressing his critiques. The investor of "The Big Short" fame said he owns bearish put options on Nvidia and Palantir.
Palantir has surged 152% in 12 months, driven by strong AI momentum and robust retail investor support. Despite a high forward P/E of roughly 220, PLTR's 25% pullback presents a compelling long-term AI investment opportunity, with Wedbush endorsing the dip as a buy. PLTR's FQ3 2025 results showed 63% revenue growth and triple-digit EPS expansion, reinforcing bullish sentiment and continued AI-driven demand.
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We're entering a new period in the market. Call it what you want – a paradigm shift or simply shifting investor sentiment – but it's clear that valuations now matter.
‘If I was wrong about Palantir, I would have nothing': Palentir speculators buy corporate swag, post on Reddit and pitch their parents on Alex Karp.
Editor's note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods.
Palantir has put up remarkable business results, and growth continues to accelerate. But the stock's valuation has reached levels that rarely end well.