今早PLTR CTO在CNBC的采访：
“One of the contradictions of LLM revolution, is it’s so easy to build a charismatic prototype…yet so hard to go from prototype to valuable, rock-steady production, & that’s where we [@PalantirTech] have carved out our differentiation”
https://x.com/cnbc/status/1843690174133248517?s=46
今天PLTR冲过41 ， ATH！大家欢喜。
虽然我认同， 交易你所见，而非交易你所想， 作为PLTR早期入场者（single digit进， 39全部卖出， 再11-16-19-21 二进宫 持有到今天）， 当在X上读到下面的文字， 觉得这类问题是宝贵的理性拷问， 我视为学习的机会：
Question to $PLTR investors：
1. 一个Philosophical 问题， 如果你认为现在进太贵， 为何HOLD？
2. How do you get comfortable with the valuation, even if growth accelerates?
I see a lot of investors hoping for 30% growth.
Let’s say it gets to 40% in 2025, followed by 35% in 2026 and 30% in 2027
The stock is trading at 12.6x 2027e $6.9b revenues.
Very few software stocks today trade above 10x *2024* sales.
Even the fastest growing trade in the 8x-12x range (again, based on 2024 numbers).
What am I missing?
欢迎理性分享， 互相学习
