Скачать или смотреть Palantir's $235 Price Target: Realistic or Bubble?

Palantir (PLTR) just received a massive upgrade from Citigroup, with analyst Tyler Radke jumping from "Neutral" to "Buy" and setting a bold $235 price target. But with a P/E ratio over 400 and a Q4 earnings report looming on February 2nd, is this a "supercycle" breakout or the peak of an AI bubble?

In this deep dive, we break down the shocking fundamentals behind Palantir's 121% U.S. commercial growth, their "AIP Bootcamp" sales machine, and the "financial fortress" that carries zero debt. We also confront the bear case: why some analysts believe the fair value is closer to $60 and what it means for your portfolio.

Key Insights:

The Citi Upgrade: Why a "supercycle" in AI spending is fueling 80% revenue projections.

Valuation vs. Reality: Decoding the 100x price-to-sales ratio.

The AIP Sales Engine: How bootcamps are shrinking sales cycles from months to days.

The Financial Fortress: Analyzing Palantir’s $6.4 billion cash pile and "Rule of 40" dominance.

CHAPTERS:
00:00 - Palantir Stock: Hype or Reality?
01:35 - The News: Citigroup’s Massive Upgrade
03:05 - AI Supercycles and Government Tech
04:20 - The Bear Case: A Valuation Bubble?
06:15 - Priced for Perfection: The 422 P/E Ratio
07:40 - The Bull Case: 121% Commercial Growth
09:10 - AIP Bootcamps: The Secret Sales Sauce
10:30 - The Financial Fortress: $6.4B Cash & Zero Debt
11:20 - Final Verdict: Buy, Sell, or Hold?
12:18 - Community Debate: What’s Your Price Target?

#Palantir #PLTR #AIStocks #Investing #StockMarket #PalantirEarning

AI Content Disclosure:
Portions of this video may use an AI-generated avatar created using HeyGen. The avatar is used strictly as a visual presenter. All scripts, research, opinions, and content in this video are 100% original and created by me. No AI tool is used to generate claims, advice, or factual conclusions without my review. This disclosure is provided in accordance with YouTube and FTC transparency guidelines.

Disclosure:
This video is for educational and entertainment purposes only. It reflects my personal opinions and analysis and should not be considered financial, tax, legal, or investment advice. I am not a financial advisor, and nothing in this video should be used to make financial decisions without doing your own research or consulting a licensed professional. All investing and financial decisions involve risk. Past performance does not guarantee future results.