$Arista Networks(ANET.US)$Vertiv(VRT.US)$Palantir Tech(PLTR.US)

I won't say much, if I write too much detail, people will criticize.

Both ANET and VRT have released their earnings reports.

Their market caps are roughly 200 billion and 100 billion, respectively.

Now PLTR is around 300 billion.

You can get a feel for their revenue, profit, and cash flow.

Then seriously think about their competitive position in their respective fields,

and the TAM ceiling.

If you still think Palantir is an expensive stock,

bro, then you and I have different expectations regarding its competitive landscape/TAM and growth sustainability. That's fine, you're not suited to go long on PLTR.