PLTR USPalantir Technologies Inc.BATS:PLTRA3MInvestmentsPalantir: Rocket Growth vs. Sky-High Valuation. Which Will Outweigh the Other? The quarterly results are very strong, but investors face significant risks. Let's break it down. 🚀 Strengths: Explosive revenue: $1.18 billion (+63% YoY), EPS: $0.21. Both metrics beat expectations. Brighter-than-expected future: Q4 guidance ($1.33 billion) and 2025 guidance (~$4.4 billion) are significantly higher than consensus. Commercial: 121% YoY growth in the US. This is the company's main driver. Sales are strong: Closed contracts worth $2.8 billion. The client base grew to 911 companies (+45%). Super-efficient: Revenue +63%, while headcount is only up 10%. An operating margin of 51% is fantastic. AI is the fuel: Products like AIP are accelerating adoption, and customers are switching en masse to the Palantir platform. ⚠️ What's scary: Risks and "buts" The price is sky-high: A P/S ratio of over 110 is nonsense, even for a growing company. Market cap is growing faster than revenue. The model predicts a collapse: Under optimistic scenarios (40% annual growth), the fair price could be tens of percent lower than the current one. Share dilution: Share-based compensation (SBC) eats up 24% of revenue—a huge amount. Insiders are actively selling. Shorted a billion: The legendary Michael Burry bought put options on 5 million shares, betting against PLTR. He believes the AI ​​sector is inflating. Vulnerability: Business is concentrated in the US, creating regulatory and macro risks. Europe is experiencing stagnation.