Meet Kevin 对 $PLTR 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 7 条
2026-09-19看涨
《Palantir BLAMED: 123 Children Deaths in Iran [Pentagon Failure]》
在高需求与稳定的47%增长预期推动下,PLTR股价具备上行潜力(可能达到250美元),尽管近期存在争议。

美国政府目前正指责 Palunteer,称其软件中的错误导致一所学校成为目标。

The United States government is currently blaming Palunteer for errors in its software that led to a school being targeted.

我会根据近期的报道向你解释,Palontaire 是如何被追究责任的。

And I will explain to you, based on recent reports, how Palontaire is being held responsible for this.

这里或许存在对 Pallontiar 公司的过度依赖。我稍后会向你解释这一点。但如果你不熟悉 Palointer,它的股票带来了巨额利润,实际上是极其庞大的利润。由于与美国政府的合作,它拥有广泛的营销,以至于许多公司都说:“如果你能在网络安全领导层和军方那里处理敏感且安全的信息,那你一定是一家优秀的公司。

我们想使用你的服务。”因此,Palontaire 已经有了一长串想要使用其软件的客户等候名单。

Here, perhaps, there was an excessive reliance on the Pallontiar company. I will explain that to you in a little while. But in case you are not familiar with Palointer, its shares generate huge profits, indeed enormous profits.

They have extensive marketing thanks to their work with the US government, to the point that many companies say: "If you are able to handle sensitive and secure information with the cybersecurity leadership and the military, then you must be an excellent company.

We want to use your services." Therefore, Palontaire already has a long waiting list of customers who want to use its software.

2026-09-17看涨
《Palantir CEO Leaves CNBC SPEECHLES | UNHINGED INTERVIEW》
鉴于其强劲的财务表现(高自由现金流、营收快速增长),PLTR 被低估;说话者因此加仓,并预测股价将达到约 250 美元。

Karp 刚刚直白地告诉我们,应该把 OpenAI 和 Anthropic 国有化,因为它们牵涉的责任太大了。而要想避免 OpenAI 和 Anthropic 那种责任敞口,唯一的办法要么是把它们国有化,要么就是使用 Palunteer——那基本上就是一段长达 26 分钟、讲你为什么该用 Palunteer 的营销视频。

Literally Karp just told us we should nationalize OpenAI and Anthropic because there's too much liability associated with them. And the only way you can't have the liability exposure that OpenAI anthropic has is if you nationalize them or you use Palunteer which was basically a 26-inute long marketing video on why you should use Palunteer.

2026-09-03看涨
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