C. The business is strong, but the stock needs a better entry price.
Palantir’s AI growth is exceptional, especially with US commercial revenue surging about 149% YoY. That strengthens the long-term bull case, but after the huge post-earnings rally, expectations and valuation are extremely demanding. At this price, even strong results may not be enough if growth merely meets expectations. I would rather wait for a healthier pullback than chase momentum. Great company, but entry price still matters.
@Tiger_comments @Tiger_SG @Daily_Discussion
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