Trading the stockmarket (NO Referrals)

[ltron]

now debating chucking it all back into pltr and just not looking at it for a year

I wouldn't. It looks bubbly to me, but I might be wrong.

 

[decmatt]

RIP AMD today

 

[arknor]

I wouldn't. It looks bubbly to me, but I might be wrong.

they look overvalued because the growth is kinda huge, and people keep doubting it will continue

and they keep smashing estimates

The company reported 64% growth in its U.S. commercial revenue, while U.S. government revenue rose 45% year over year. Palantir forecast 54% U.S. commercial sales growth in 2025.

 

[200sols]

It looks overvalued because it is, clearly in a euphoria event.

 

[arknor]

It looks overvalued because it is, clearly in a euphoria event.

people been saying the same thing since 2020

it only looks overvalued if they don't keep forecasting big growth

 

[radderfire]

Another one I missed because thought market cap was overvalued compared to earnings.

Because of all the money printing in recent years, there has been a huge amount of money looking for a home, hence traditional investment metrics no longer having so much relevance. It would probably be better to look at share price trend.

 

[arknor]

Because of all the money printing in recent years, there has been a huge amount of money looking for a home, hence traditional investment metrics no longer having so much relevance. It would probably be better to look at share price trend.

theres been huge inflation as well, but its only benefitted companies it seems.

their financials arent inflation adjusted

inflation goes up 20%, your revenues probably up 20%...