PLTRBullunverifiable
Meet Kevin“Honestly, think that's about 20 to 30% too low. So, I think there's closer to 50% upside on Palunteer.”
Thesis at the time
BullishKevin 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%.
Key arguments
- Bought shares around $118 before the Q3 rally
- PEG-based model (25 PEG) implies a $222 fair value
- Believes the $222 model output is 20-30% too conservative, implying more upside
Hedges and caveats (from the video)
- Acknowledges the software bottom 'probably isn't in yet' and could be 'pretty aggressive' when it arrives
- Notes that some stocks like QuickBooks are still lagging in recovery
- Mentions red flags alongside green shoots for Salesforce that will be discussed
- Discusses token/AI integration costs impacting software company margins as a headwind
- Valuation estimates presented are author's opinion and subject to market conditions
The call
- Date said
- Aug 29, 2026
- Confidence
- low
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Directional conviction without a firm price target, expressed with hedge language.
Source
The Software Stock Bottom is IN: Is it TOO LATE to Buy?
Said on Aug 29, 2026Open on YouTube ↗