Palantir is Down 7%. (Is the Bubble Bursting?) скачать в хорошем качестве

Palantir is Down 7%. (Is the Bubble Bursting?)

Palantir stock (PLTR) is down 7% to start 2026, despite revenue jumping 63% and profits exploding by over 200%. Is this a rare "buy the dip" opportunity, or is the 292x P/E valuation a warning sign that the AI bubble is leaking? In this video, I break down the latest earnings line-by-line. We cover the explosive 121% growth in U.S. Commercial revenue, the $10 Billion Army contract, and the one major risk that could wipe out billions in market cap if investors ignore it. Here's what you'll learn ✅ Why Palantir’s U.S. commercial business is growing at triple-digit rates ✅ How operating leverage is causing profits to explode faster than revenue ✅ The overlooked international opportunity that could surprise investors ✅ Why government contracts still matter far more than the market admits ✅ The biggest risk that could trigger a sharp selloff and how to think about it Skip ahead: 00:00 - Intro 02:02 - Earnings Breakdown 05:22 - Stock Performance And Valuation 07:50 - The Good 11:10 - Potential Risks 12:02 - My Verdict #Palantir #PLTR #AIStocks #ArtificialIntelligence #StockMarket #GrowthStocks #TechStocks #Investing #StockAnalysis #RickOrford #PalantirStock #AIInvesting #LongTermInvesting #MarketVolatility #Earnings 🚀 Check out Seeking Alpha: https://rickorford.com/sa 🌐 Visit my Website: https://rickorford.com ✅ Join my Discord Community: https://rickorford.com/join 🔔 Don’t forget to like, subscribe, and turn on notifications for more exclusive content! DISCLAIMER: Stock prices used were the market prices of Jan. 28, 2026. The video was published on Jan. 29, 2026. A portion of this video is sponsored by Seeking Alpha. Visit https://rickorford.com/sa for a 7-day free trial and a discount on your Seeking Alpha Premium annual membership. Past performance is not an indicator of future results. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.