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PLTR "Incredible" Company, "Sick of" Valuation and A.I. Sentiment

PLTR "Incredible" Company, "Sick of" Valuation and A.I. Sentiment

Schwab Network · Schwab Network

March 31, 20256m 14s

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Show Notes

While his firm doesn't own Palantir (PLTR), Doug Clinton still calls it an "incredible company." His issue lies with the valuation, which Tom Essaye agrees with. He arguing the price needs to come down "a lot more" before considering an investment. Tom adds that soured A.I. sentiment and a cutback in government defense contracts will serve as persistent headwinds for Palantir.


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