9H·

Dump Apple and get into Palantir

Due to the rise of $AAPL (+4.37%) the last few days, I am back in the black and have been considering reducing my position significantly or closing it completely and investing it in $PLTR (+3.08%) and put it into

What do you think?

21 Comments

K@TechNav

Very bad idea

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InvestitionsAngeber@InvestitionsAngeber

@TechNav I've been hearing this "bad idea" for two years now. Blah blah blah P/E ratio 400 totally loss overvalued. Somehow it works. All the professionals aren't professionals either

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mathias@embreak

@TechNav Why, they have a monopoly, the orders keep coming in, everything is set for growth.
You experts already believed that after the quarterly figures it had to go downhill and then it went up again.
The P/E ratio is no longer relevant

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K@TechNav

@embreak kgv none relevant....hahhaha all clear 👌

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K@TechNav

@InvestitionsAngeber the professionals are stupid... ok show them! Buy the crap!

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Michi@Jepeto

@TechNav I bought this crap in November 2020 and will now remove the insert!!!

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K@TechNav

@Jepeto You gambled and won 🍾 congratulations honestly! But now with this P/E ratio it's become overhyped crap.

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mathias@embreak

@TechNav yes yes the crap with a monopoly status that is being used by more and more governments and authorities. How many times should the share fall into the ground and where does it stand now 🤣🤣

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K@TechNav

@embreak Do you honestly think it will stay that way for the next 10 years?

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mathias@embreak

@TechNav yes for sure palantir is going alternative in the field and is becoming more and more powerful and has the authorities and governments in its hands.

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K@TechNav

@embreak then go all in! What is your weighting? What is your fair value assessment?

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Mo@BigMo

Maybe the rally will run another 50%, who knows...

But here is a little "food for thought":
Palantir wants to reach around USD 10 bn in sales by 2030.
Even with a 25% profit margin, that would be ~ USD 2.5 bn profit.

At a current valuation of USD 440 bn, this corresponds to a P/E of 176 ... in 2030!

Of course, Palantir can theoretically grow into this and double or triple its own forecasts... and even then the CURRENT share price would still be very expensive in 2030.

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K@TechNav

@BigMo The bros don't understand that... 😅

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Sansebastian@Sansebastian

The CRV for entering Palantir is extremely poor. Of course, it could go well and the share could rise even further, but I wouldn't bet on that. I can understand that you want to be part of the party, but the thing can easily correct by 30-50%.

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18ares@18ares

I completely agree with palantir, which is a very bad idea in my opinion, it is extremely overvalued with a P/E ratio of 550-600, you should rather choose stocks with a P/E ratio of less than 25 that still have a real chance of rising.

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mathias@embreak

@18ares as if the P/E ratio still had any relevance. The experts also claimed that palantir would fall with the quarterly figures and it continued to rise.

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jkbsmn92@jkbsmn92

@embreak Gants beautifully convinced :)

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Michi@Jepeto

@18ares Then I can recommend VW with a P/E ratio of 5.3, it has absolute growth opportunities !!! Go ahead.

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