
NASDAQ:PLTR
Biden-Putin summit today The cybersecurity threat has been heightened even after today and will only get worse. Also, China creates tension between the U.S. and Russia. Zscaler, Crowdstrike, Palo Alto and especially Palantir--all these names will continue to work. His top pick here is Palantir, given their relationship with the U.S. government.
Poster child for AI. Data massaging and SaaS. A more solid runway in front of it than C3.ai.
A fascinating business, though not in his wheelhouse. The next level of growth will come from companies that better manage data--and PLTR does this very well. This company will grow the commercial side of their business and do well. The high valuation is an issue for some investors. Like Shopify, this will likely grow into its high valuation.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the long term prospects. A fairly unique company. In a tough environment for growth stocks. A buy with the recent weakness. Unlock Premium - Try 5i Free