Palantir is mentioned as a comparison for Planet Labs' business model and Rule of 40 performance, with its own numbers described as 'out of this world'.
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Small Cap Stocks - Planet Labs ($PL) and Roblox ($RBLX)
Aug 2, 2026
The creator discusses two small-cap stocks: Planet Labs (PL) and Roblox (RBLX). For Planet Labs, the focus is on its satellite imaging business, particularly its contracts with government agencies for defense and intelligence, and its revenue growth. For Roblox, the discussion centers on its recent earnings report, a significant stock drop, and its business model targeting younger demographics.
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Roblox (RBLX), a mid-cap gaming company, experienced a significant stock drop of nearly 30% after its recent earnings announcement, following a volatile trading history.
Planet Labs (PL) is a promising small-cap company in the satellite imaging space, with strong revenue growth and a clear path to profitability, despite being down significantly from its highs.
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