Comment on Palantir CEO Alex Karp's Letter to ShareholdersparentComments−browningstreet1yMS and Apple PEs are based on stability. They’ll manage better than most to preserve their stability in all of the randomness ahead.Palantir’s is based on the probability things get worse and they get more government contracts. In fact, it’s a bet on how much worse things can get.−dismalaf1yMS and Apple PEs are based on stability.Definitely not how equities are priced.−browningstreet1yI wasn't proposing a rational technical analysis view...
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MS and Apple PEs are based on stability. They’ll manage better than most to preserve their stability in all of the randomness ahead.
Palantir’s is based on the probability things get worse and they get more government contracts. In fact, it’s a bet on how much worse things can get.
Definitely not how equities are priced.
I wasn't proposing a rational technical analysis view...