PLTR - Palantir Technologies Inc.

Palantir's AIP platform is driving massive revenue acceleration, with existing customers growing at 50%+ and top customers scaling even faster. CEO guidance of 100% US revenue growth this year and next, combined with expanding margins, suggests the stock is undervalued at current levels. The fair value is estimated at $347, offering significant upside.

Wave 2 brains (AI/software for drone swarms). Felix notes it is an 'obvious name' but warns wave 2 money flows later than wave 1.

Host might buy at $125, but currently no cash. Others buying at $125.85. Long-term view positive due to AI enterprise infrastructure role.

Alex Karp's prediction of $15-18B free cash flow, strong revenue growth, high margins, and discounted forward P/E compared to peers. The host believes the stock is mispriced and sees significant upside potential.

Host added Palantir at $107-120 after dip. Guest Emir argues company is undervalued with 100%+ revenue growth, 150% net dollar retention, and potential for $30B revenue in 2.5 years. CEO Karp guided 100% growth this year and next, and $15-18B free cash flow in two years. Fair value estimated at $347.

Super bullish: accelerating growth (potential 100% YoY), high net dollar retention (150%), expanding margins, zero debt, growing cash pile. Free cash flow could reach $15-18B cumulative by 2028 if CEO's guidance is correct. Stock is mispriced relative to peers.

Stock is in stage four markdown, likely to fall 50-80% from peak (already down ~48.5%), not a buying opportunity yet.

Palantir scores 72 out of 100 with good gross margins but valuation is high.

Palantir is positioned as an AI software orchestrator that benefits regardless of which model wins. The host expects it to 'be way more green' and recommends it for explosive growth.

Tom Bilyeu praises Alex Karp's ontology layer as the solution for enterprise AI, enabling proprietary data usage without IP theft. He calls it 'huge' and agrees with Karp's vision.