Jenny Harrington, CEO, Gilman Hill Asset Management Palantir Technologies PLTR-Q DON'T BUY Jul 18, 2025

It reports Monday. He expects a blow-out, because they're getting tons of repeat business from consumer packaged goods to the Federal government.

Has strong margins and cash flow. Their organic revenue growth is 35% for 2025; hard to find another software company like this. Yes, the PE is rich at 229x and he gets why so many are skeptical. Yes, a pullback is possible.

It reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.

Trading at over 70x EV to revenue. Though it does have a premium in terms of growth rate and profitability, you have to pause and say that some of these valuations have to come back down to earth. Down 20% in the last week. 

No contest. NVDA is the one to own.

NVDA has run up, but fundamentals are outstanding. Clear technical superiority in AI chips. AI infrastructure buildout will keep order books full for a long time. Major beneficiary of AI capex.

Is up 407% the past year, one of the best stocks on the S&P. Is heavily bought on dips. Their numbers are stunning, but the PE is at nosebleed levels. Is an attractive high-risk stock.

Added again yesterday. 12-month price target of $180.50. The place to work on AI in Silicon Valley. $363B market cap. So popular because total addressable market is massive. CEO is one of the smartest guys in the Valley. No dividend.

Let it run if you hold, unless the fundamentals change, and the fundamentals are strong.