팔란티어 주가, 과열인가 아닌가?

 

Happy Sunday! If anyone’s appetite for the dramatic is somehow unquenched after the online showdown between the president and the world’s richest man at the end of last week, you can get another fix at tonight’s 78th Tony Awards. Today we’re looking at Palantir the Outlier and sitting down to talk with the PR chief from the Bezos-backed electric truck company, Slate Auto.  Have feedback for us? Just hit reply - we'd love to hear from you! Karpe diem On Monday, Palantir closed at a record high. On Tuesday, it did it again. The packaged software company deep in the defense scene, helmed by Alex Karp, its talismanic, hyperbolic CEO who once said “Palantir is here to disrupt and make our — the institutions we partner with the very best in the world and, when it’s necessary, to scare enemies and on occasion, kill them,” has attracted a loyal army of retail investors the likes of which we’ve seen maybe only a handful of times before in Tesla and GameStop. But while the company’s valuation continues to fly in the face of every corporate finance textbook you’ve ever pretended to read, with PLTR consistently on a three-digit price-to-earnings ratio, what is arguably more remarkable is the sheer volume that is changing hands in the stock every day. Data from FactSet reveals that over the last five trading sessions, $13.7 billion worth of Palantir stock has been traded on average every day — more than companies with economic footprints that are orders of magnitude larger than its own. Amazon, for example, reported that it employed some 1.556 million people at the end of last year. Palantir’s roster was closer to a very large high school, at just 3,936, meaning that the e-commerce giant employs 395x as many people as Palantir, but its shares are less liquid. Even tech juggernaut Apple has been traded less than Palantir. Read more about PLTR, maybe the market’s biggest outlier: Amazon employs 395 people for every 1 Palantir worker — guess which stock gets traded more?

Other great stories from the week OpenAI’s plan for “democratic AI” Altman laid out a vision of US-approved “democratic” sovereign AI, selling its tech to countries and turning them into investors. Quiz: Pickleball and the news you can trust Our recap quiz on the week’s headlines has landed.  We did the math on AI’s energy footprint. Here’s the story you haven’t heard. MIT Technology Review went deep on the energy demand of artificial intelligence.  The explosive online feud between Tesla CEO Elon Musk and Donald Trump A comprehensive look at all the social media posts fit to print.  Nvidia’s CoreWeave position alone would be one of the most profitable US companies The chipmaker’s stake in the upstart business is a juggernaut unto itself.