THREE REASONS THE CITRON PLTR SHORT REPORT IS WRONG
$Palantir Technologies Inc.(PLTR)$ THREE REASONS THE CITRON $PLTR SHORT REPORT IS WRONG
1. The OpenAI comparison is nonsense. OpenAI is burning billions to chase users; Palantir is already throwing off 45% FCF margins. One is subsidized hypergrowth, the other is capital-light with sticky contracts and accelerating commercial adoption. Comparing them on multiples is meaningless.
2. The “government-reliant” label is outdated. Government is still important, but U.S. commercial is now compounding ~40% annually with deals spread across industries. This isn’t consulting—it’s a platform with network effects.
3. The flywheel is real. Every deployment makes the platform smarter, lowers costs, and locks in partners. $Microsoft(MSFT)$ , $Snowflake(SNOW)$ , Databricks -- they’re not threats, they’re plugged into Palantir’s ecosystem. And Citron’s math? Sloppy. A $40 target implies ~20% CAGR. Consensus is already 35%, and Palantir’s model of scaling existing customers suggests even that’s conservative. Multiples don’t capture a business this profitable, sticky, and compounding.
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- okalla·2025-08-21Great article, would you like to share it?LikeReport