bing news | Why Palantir's Best Days May Still Be Ahead

Palantir Technologies Inc. (PLTR) is trading near $148, down about 29 percent from its recent high of $207. Wall Street analysts are targeting a price range of $185‑$230, which suggests a potential upside of 20‑55 percent. The company’s commercial revenue in the United States surged 109 percent to $1.465 billion, while government revenue grew 55 percent to $1.855 billion, confirming the acceleration of its dual‑engine growth model. Palantir’s “Rule of 40” metric now sits around 127 percent, reflecting roughly 50 percent profit margins combined with rapid growth and placing the firm among the elite software performers worldwide. Free cash flow reached $2.27 billion with a 51 percent margin, far outpacing the modest 4‑5 percent dilution rate and underscoring strong underlying shareholder value creation.

The author began investing early, drawing inspiration from legendary investors such as Warren Buffett, Peter Lynch, and Howard Marks. What started as a personal curiosity evolved into a disciplined, research‑driven pursuit of long‑term value, focusing on market psychology, business durability, and valuation discipline. While covering multiple sectors, the author specializes in technology, particularly under‑appreciated or contrarian plays in software, semiconductors, and emerging innovation. The investment philosophy emphasizes scalable business models, durable moats, and misunderstood narratives, seeking value that the market has not yet fully priced in rather than chasing short‑term trends. Research at Infinity Curve explores how investing success is a nonlinear process shaped by cycles, feedback loops, and constant recalibration.

Analyst’s Disclosure: The author holds no stock, option, or similar derivative position in any of the companies mentioned, though a beneficial long position in PLTR could be initiated within the next 72 hours. The article reflects the author’s own opinions and is not compensated beyond the usual Seeking Alpha platform payments. There is no business relationship with any referenced company. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Views expressed may not reflect those of Seeking Alpha as a whole; the platform is not a licensed securities dealer, broker, US investment adviser, or investment bank.

Read more: https://seekingalpha.com/article/4888666-why-palantirs-best-days-may-still-be-ahead

#palantirtechnologiesinc. #pltr #seekingalpha #unitedstates #ruleof40

Yahoo Finance | Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now

Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now
Nvidia (NVDA) reported $68.13B in Q4 revenue, up 73% YoY, with Data Center segment generating $62.31B and NVLink fabric revenue surging 263% YoY to $10.98B.
Palantir (PLTR) posted $1.41B in quarterly revenue, up 70% YoY, with U.S. commercial segment growing 137% YoY to $507M driven by its AIP platform and achieving a Rule of 40 score of 127%.
Nvidia operates at hardware scale with $95.2B in supply commitments and faces China export restrictions that excluded Data Center compute revenue from Q1 guidance, while Palantir generates software value with minimal capex ($13.3M in Q4) but trades at 114x forward P/E versus Nvidia’s 22x, reflecting different risk profiles in sustaining enterprise and hyperscaler AI spending.

Read more: https://finance.yahoo.com/markets/stocks/articles/got-1-000-nvidia-vs-153343155.html

#nvidia #palantir #datacenter #aipplatform #ruleof40

Yahoo Finance | Robust and Consistent Results Boosted Wix (WIX) in the Quarter

Robust and Consistent Results Boosted Wix (WIX) in the Quarter

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for November 2025. The month was characterized by significant volatility in the global equity market, along with persistent enthusiasm for Generative AI. Over the past year, the prevailing “risk-on” market sentiment has led to a decline in the Fund’s quality-growth style of investing. Although the portfolio's market value has decreased over the last year, the underlying growth fundamentals remain strong. For the month, the Fund posted a return of -7.5% after fees and expenses, while its benchmark, the MSCI All Country World Index Net Total Returns (AUD), returned -0.2%. Since its inception in December 2017, the Fund returned 208.5%, surpassing its benchmark's 163.8%.

Wix.com Ltd. (NASDAQ:WIX) delivered another strong and consistent quarter, with bookings and revenue in constant currency both accelerating 13% year-over-year to $515 million and $504 million. Growth was supported not only by new users but also by higher quality customers coming through Wix’s partner network who show stronger commercial intent, adopting higher subscription tiers and using more value-adding services such as payments. Underlying operating profit was broadly flat on the prior year as management reinvested in scaling the recently acquired Base44 business. Even with the reinvestment, free cash flow margins excluding acquisition-related transaction costs expanded 3 percentage points year-over-year to 32%, leaving the business comfortably above the Rule of 40 and trading at an attractive ~10 times 2026 free cash flow.

Read more: https://finance.yahoo.com/markets/stocks/articles/robust-consistent-results-boosted-wix-131256589.html

#wix.comltd #nasdaq #lakehouseglobalgrowthfund #generative-ai #ruleof40

Các CFO hiện đánh giá doanh nghiệp qua 5 tiêu chí: ưu tiên hiệu quả, AI tính vào COGS, P&L mở rộng, tập trung NRR, pricing dựa kết quả. Giai đoạn “tăng trưởng bất kỳ giá nào” đã qua; Stripe, Vimeo cắt nhân sự. Nếu Rule of 40 < 50 (cộng chi phí AI) bạn chỉ giữ nước, đối thủ chuyên sâu đạt 32 % tăng trưởng. Bạn chọn metric nào làm North Star? #CFO #Efficiency #AI #NRR #Growth #RuleOf40 #Startup #KinhDoanh #HiệuQuả #TăngTrưởng #KhởiNghiệp

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