Jose Najarro Stocks 对 $PLTR 的判断变化

2026-09-16看涨
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PLTR 与 Chipotle 的新合作表明其 AI 平台落地成功,并支撑净留存率的积极趋势。

有一家公司实际上正在为客户部署 AI 安全平台,并真正把事情做成。Palunteer 与 Chapatle 合作。Chapatle 现在正与 Pounder 合作,打造一个平台,在整个业务范围内追踪食品安全、虫害事件、员工疾病等信息。

There is one company that's actually implementing AI safety platforms for their customers and making things happen. Palunteer partners with Chapatle. Chapatle is now working with Pounder to create a platform that tracks food safety, pest incidents, employee illnesses, and more across the business.

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PLTR比同行更具吸引力;与其他面临瓶颈的公司不同,其增长可能不会放缓。

他们的 Rule of 40 指标将再次超过 Palantir。是的,我实际上觉得 Palantir 更令人兴奋,因为其他公司是从巨大的瓶颈中获益,但 Palantir 甚至可能不会放缓增长。这是最疯狂的部分。

Faster than they'll have a bigger rule of 40 than Palanteer once again. Yeah, I actually think Palanteers is is more exciting because the other ones are benefiting off large bottlenecks, but Palunteers may not even slow down. It's the craziest part.