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Likes ReceivedIt's still that PLTR's valuation is too high. The proportion of defense performance in its growth story is low, so defense-related information only causes emotional fluctuations and is unlikely to bring about fundamental changes in valuation. After all, it's quite unlikely for PLTR to expand its defense business into a global operation.
For a period of time, the market has been valuing PLTR based on application stocks, with its price movements following the IGV index rather than the defense sector. After the two targeted operations in Venezuela and Iran, will the fundamentals of defense technology give PLTR additional valuation compared to software stocks? The divergence of PLTR relative to IGV in the night market can be seen as a confirmation.
$Palantir Tech(PLTR.US)$iShares Expanded Tech Software Sector ETF(IGV.US)
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