Palantir revenue tops $2 billion
Still gets hit after hours
Third-quarter revenue was about $2.313 billion
Up roughly 96% year over year
Adjusted EPS was about $0.44
The numbers themselves beat consensus expectations
Yet shares initially fell about 3% after hours
Then sentiment continued to sour
The market isn’t unhappy that revenue was too low
It’s concerned about the growth trajectory and the quality of bookings
Growth in total contract value and U.S. commercial bookings slowed markedly
For highly valued companies, few words are scarier than “growth has peaked”
Even a results beat can turn into a “sell the news” event
Once AI application stocks get their valuations cut
Risk appetite across the tech chain contracts too
Don’t assume high-beta crypto positions are insulated
Bitcoin has been tightly tied to Nasdaq sentiment these past few days
The earnings-season knife
often cuts stocks first, then crypto
$BTC $ETH
#Palantir falls 3% after hours as revenue tops $2 billion #AI财报 #Risk appetite
Still gets hit after hours
Third-quarter revenue was about $2.313 billion
Up roughly 96% year over year
Adjusted EPS was about $0.44
The numbers themselves beat consensus expectations
Yet shares initially fell about 3% after hours
Then sentiment continued to sour
The market isn’t unhappy that revenue was too low
It’s concerned about the growth trajectory and the quality of bookings
Growth in total contract value and U.S. commercial bookings slowed markedly
For highly valued companies, few words are scarier than “growth has peaked”
Even a results beat can turn into a “sell the news” event
Once AI application stocks get their valuations cut
Risk appetite across the tech chain contracts too
Don’t assume high-beta crypto positions are insulated
Bitcoin has been tightly tied to Nasdaq sentiment these past few days
The earnings-season knife
often cuts stocks first, then crypto
$BTC $ETH
#Palantir falls 3% after hours as revenue tops $2 billion #AI财报 #Risk appetite