PLTR

Kevin pushes back on Karp's doom-and-gloom framing about AI companies needing nationalization, calling it marketing hype to sell Palantir's platform, but he still believes Palantir itself is fundamentally strong and undervalued based on its growth, cash flow, and pricing power. He argues the stock could be worth around $250 using a more reasonable PEG ratio, and says he continues to buy shares at current levels.

Kevin favors buying the dip on Palantir after it approached a key support level, viewing it as a better opportunity than hardware stocks amid a sector rotation into software. He frames this as a tactical, momentum-driven call rather than a long-term price target.

Kevin owns Palantir, bought around $118, and believes it remains undervalued using a PEG-based model that yields a ~$222 fair value, though he thinks even that figure understates true upside by 20-30%.

Kevin sees Palantir as a standout example of a company that has successfully turned AI into monetizable pricing power, unlike the commoditized data center infrastructure plays.

Tom Nash believes Palantir is priced for perfection but may deserve it given its exceptional financial profile, including 145 Rule of 40, 150% net retention, zero debt, and $8 billion cash. He sees its government contracts and institutional integration as a nearly unbreakable moat.

Tom Nash argues that Palantir's recent 26% decline over 6 months is a buying opportunity driven by market sentiment and Michael Burry's bearish thesis, not fundamental deterioration. He presents extensive financial data showing 56% revenue growth, 191% operating margin growth, $2B free cash flow, and a 98/100 scorecard rating on his platform.