The creator references IBM's recent announcement about slower revenue growth due to customers investing in AI hardware instead of services, as a point of comparison for potential concerns about Palantir.
Source Post
Should You Buy Palantir Stock Before the Huge Investor Update? | PLTR Stock Analysis
Jul 19, 2026
The creator discusses Palantir stock (PLTR), noting it's down from its 52-week high but has shown strong performance. He believes the stock was previously overvalued, but became attractive around $100 per share. He highlights the accelerated revenue growth, particularly in the US commercial business, and sees significant future opportunity in this segment.
Linked Mentions
Tickers discussed in this post
The creator mentions Nvidia as an example of a company investing in its customers to enable them to purchase services, suggesting Palantir could adopt a similar strategy.
The creator believes Palantir stock became an attractive proposition around $100 per share after previously being too expensive.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.