En esas estoy yo también. Desde luego no es una empresa aburrida 
Be careful !!!
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PLTR to the moon 
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la parte más interesante es la que no habla de Palantir, empieza en 3:45
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Pues en el premarket está recuperando el -7% de ayer
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CEO Alex Karp: "We’re in this for the long haul. If you are speculating or you’re thinking about this short-term, there are plenty of other things to invest in. If you want something else, it’s a huge world. Buy some other stock. You don’t have to buy Palantir. No one is forcing you.”
Wall Street’s short-term focus is “one of the most destructive, corrosive attributes of an otherwise interesting and largely functioning system,” said Karp.
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La generación de datos sintéticos es como el refinado del petróleo, es necesario por muchos motivos (seguridad, aplicabilidad…) Y hay empresas como Tonic, que crean una inmensidad de este tipo de datos.
Google, como no podía ser de otra manera, también “refina” datos
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Lo vi ayer. 
Se me han quitado las ganas de entrar en Palantir.
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Puede que esto te las devuelva.
Y “baratísima” según M*
We are raising our fair value estimate for narrow-moat Palantir Technologies to $25 from $24 after its first-quarter results left us more bullish about its long-term prospects. While we do not expect GAAP profitability for years, we believe Palantir is prudently investing in ramping up its business to land a wider breadth of organizations from various industries, sizes, and geographic locations. Palantir constitutes a minuscule amount of overall U.S. defense spending and has an embryonic commercial customer base; however, once Palantir’s solutions are installed, we believe organizations can become reliant on its products. With shares trading around $19 in intraday trading, we believe investors have upside to capture in this disruptor.
Palantir’s revenue growth of 49% year over year topped our already aggressive expectations, thanks to resounding results in the government vertical and strong broad-based expansion within the U.S. Government revenue was the bright spot, growing 76% year over year. U.S. government business grew by 83%, led by defense and pandemic-related use cases. We do not believe Palantir’s non-defense government segment will fizzle out after businesses reopen, as we think the company is proving its software capabilities during a time of crisis, which can open the door and lead to proliferation across other government entities working to harness their data.
Commercial sales rose 19% and were impacted by certain geography lockdowns, although U.S.-based commercial growth increased 72% year over year. With Palantir’s push to modularize its offerings and expand its sales reach, commercial opportunities within the U.S. and U.K. increased by 2.5 times and commercial pilots more than doubled since February. Alongside the strong top-line results and expectations of continued strength ahead, Palantir also posted 34% adjusted operating margin (up 200 basis points sequentially) and 44% adjusted free cash flow margin.
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Extremadamente generosos. +1$ es un 4%.
Este analista la situa entorno a 45-50$.
Valuation:
My financial valuation for my Palantir thesis suggests a price target by year-end of $45-$50 based on the fact that Palantir could generate more than $1.7 Billion in revenue for 2021. The revenue growth drivers include i) the significant boost the company has received from signing new Covid Contracts with the US, UK & Japanese Governments ii) A potential $300M contract renewal with the US Department of Defense iii) Recognizing more revenue from contracts signed since Q4 2020 worth over $360M+ iv) the expansion of their sales team with the new IBM partnership v) expectation for increased partnerships/contract announcements later this year as Double Click evolves. For the bottom-line financials, I expect stock-based compensation to reduce in 2021 since the IPO has been completed and due to the increased concerns expressed by investors. The partnership between IBM and Palantir should benefit both companies substantially, but I expect Palantir’s margins to improve more as they leverage the scale of IBM’s team. I will also add that we’ve observed an improvement in contribution margins from 21% in 2019 to 54% in 2020 further supporting Palantir’s scale. I don’t expect non-GAAP profitability in 2021. All this leads to my price target of $45-$50. This valuation is not unreasonable if they grow over >55%+ YoY in 2021.
The biggest risk to my valuation will be the market rotation to value and the relative direction of interest rates and their impact on valuation multiples. Bullish investors need to recognize that if the economy and GDP grow over 6% and inflation picks up later in 2021, there is a high probability that rates and the 10-year yield will rise over 2.5%. If this happens, technology companies will get a valuation re-rating downwards. This article fully explains the inverse relationship between technology companies and interest rates. Hence, investors of Palantir need to get comfortable with the possibility of Palantir underperforming in the short term, but significantly outperforming over the long-term.
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Creo que Palantir va a entrar en el MSCI World a final de mes, por lo que muchos ETF la van a meter en cartera entonces.
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Le he dado un 
por aquello del wishful thinking.
Puede ser bueno ¿no?
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Hay muchísimo ruido alrededor de esta empresa y pero aún soy incapaz de entender cuál es el producto y modelo de negocio de esta empresa, que es lo que me tira hacia atrás (el sector me parece muy interesante y las perspectivas de crecimiento de este sector son indudablemente positivas).
Por si te lo perdiste:
En resumen resumido su negocio es la capacidad de obtener información a partir de datos.
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Es un Cambridge Analítica, respaldado económicamente por el gobierno americano
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