Palantir’s quarterly revenue surpassed $2 billion for the first time, up 96% year over year. Profits and full-year guidance also beat expectations.
So what happened? The stock still fell after the earnings report.
The market wasn’t focused on how much the company had earned in the past, but on the sharp slowdown in new contract growth: total contract value grew just 6% for the quarter.
That’s the most dangerous thing about AI stocks right now:
A company can fall after poor results, and it can fall after good results too—because its stock price has already priced in years of “perfect growth.” If even one number isn’t explosive enough, investors head for the exits.
Do you think this is a normal shakeout, or is the AI bubble starting to burst?
$PLTR $NVDA #Palantir财报 #AI估值 #Palantir盘后跌3%营收破20亿美元
So what happened? The stock still fell after the earnings report.
The market wasn’t focused on how much the company had earned in the past, but on the sharp slowdown in new contract growth: total contract value grew just 6% for the quarter.
That’s the most dangerous thing about AI stocks right now:
A company can fall after poor results, and it can fall after good results too—because its stock price has already priced in years of “perfect growth.” If even one number isn’t explosive enough, investors head for the exits.
Do you think this is a normal shakeout, or is the AI bubble starting to burst?
$PLTR $NVDA #Palantir财报 #AI估值 #Palantir盘后跌3%营收破20亿美元
