Dump Apple and get into Palantir

JohannesBohr · 2025-08-08T15:45:41.356125Z

Due to the rise of $AAPL 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 and put it into What do you think?

K@TechNav

1Settimana

Very bad idea

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InvestitionsAngeber@InvestitionsAngeber

1Settimana

@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

1Settimana

@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

1Settimana

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

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K@TechNav

1Settimana

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

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Michi@Jepeto

1Settimana

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

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K@TechNav

1Settimana

@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

1Settimana

@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

1Settimana

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

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mathias@embreak

1Settimana

@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

1Settimana

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

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Visualizza tutti 3 ulteriori risposte

Mo@BigMo

1Settimana

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

1Settimana

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

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Global I.@gloinvest

1Settimana

Sell low & buy high. Level: expert!

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Sansebastian@Sansebastian

1Settimana

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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Techaktien@Techaktien

1Settimana

I hold both

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PietAT@Petzi-Port

6G

@Techaktien can you update your portfolio? Would be interesting to have an insight, I haven't seen Apple in your portfolio view

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Techaktien@Techaktien

6G

@Petzi-Port Apple is there as a warrant. Depot is currently

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PietAT@Petzi-Port

6G

@Techaktien ah just found it thanks, since when have you been running it?

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asset_whisperer_1906@asset_whisperer_1906

1Settimana

Crazy risk for reward, is skyrocketing palantir, too too late for buy now for short term

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Kalle@Brazzo_Muc

1Settimana

I am invested in $PLTR and am up almost 1000%, but I would not buy more at the current valuation!!!

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18ares@18ares

1Settimana

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

1Settimana

@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

1Settimana

@embreak Gants beautifully convinced :)

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Michi@Jepeto

1Settimana

@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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18ares@18ares

6G

@Jepeto I don't think that VW is currently very interesting, but if Skoda gets even better, it could definitely be interesting...