u/Outrageous_Solid9668

PLTR has pulled back hard from highs, but today it bounced about 7.8% to $125.73 after opening near $120.

Zoom out and the business is still compounding: quarterly revenue is up 756% total, a 39% CAGR since 2020.

Karp’s CNBC interview today was classic Karp: blunt, weirdly intense, but on-message. His point was that a lot of AI is being oversold, while Palantir is focused on software that actually plugs into enterprise workflows.

That is basically the PLTR bull case.

The bear case is valuation. Even after the dip, it is still expensive. But the chart does not look like a broken business. It looks like a high-expectation stock pulling back while the underlying revenue keeps climbing.

Micron just reported 345% YoY revenue growth, which is honestly a staggering number.

I understand memory is highly cyclical, and Micron has always been a boom/bust type of business. But even accounting for cyclicality, this level of revenue growth is hard to ignore.

The bigger question to me is whether AI demand is creating a more durable cycle for memory, especially with HBM and data center demand becoming a larger part of the story.

Is this just another peak-cycle setup where margins and revenue eventually roll over, or is Micron entering a structurally better period than past cycles?

Curious how people are thinking about MUhere. Overhyped cyclical, or underappreciated AI beneficiary?

Edit: For those asking, here’s the link

Assuming 50% annual earnings growth and a decline from 144× earnings to 50×, you still get a 21.4% expected CAGR.

Is 50× earnings a reasonable terminal multiple for Palantir in five years?

The more I look at Reddit, the more I think the market is underestimating the moat:

Massive network effect. Communities that are very hard to replicate. Some of the best human-generated info on the internet. Real profitability showing up early.

I’ve never seen a company turn profitable this fast

Part of me wants to full port, ignore the noise, and check back in 10 years.

What is the real bear case here?

Their buybacks increased a little this quarter

Meta's moat is absurd.

They have roughly 3.5 billion active users across their platforms. That may be one of the largest moats in the market, and maybe one of the largest moats ever created. Networks at that scale do not just disappear.

The business is still growing fast too. Revenue grew 33% last quarter, and top-line growth is projected to remain around 20% for the foreseeable future. Since this is mostly ad revenue, the margins are extremely high, and Meta arguably monetizes users better than any platform in the world.

The market is discounting the stock because of capex and data center spending fears. I get the concern, but I think it misses the bigger picture. META owns an insane amount of user data and understands what people watch, click, buy, share, and engage with. That is incredibly valuable in an AI-driven world.

The hidden story is that Meta is not just a social media company. It is a data company.

Now they are expanding into AI, potentially leasing out AI infrastructure, and adding subscription plans while still maintaining massive ad exposure across their user base.

At around 18x forward earnings, META is the cheapest Mag 7 stock and the second-fastest growing. For a business with this scale, data, margins, and growth, the math seems pretty easy.

Google is down ~4% today on concerns around AI spending and the reported $80B capital raise.

What stands out to me is Berkshire reportedly funding more than 10% of it. There are worse investors to have on your side.

Even assuming no major multiple expansion, 15% earnings growth gets you to roughly 100% earnings growth over 5 years. That still looks like a solid long-term hold.

Altria and Verizon are both Dividend Kings, but the growth profiles are almost identical here.

Since 2017, both dividends are up about 25%, or roughly 2.5% annually.

Not exciting growth, but for income investors, the question is simple: starting yield + payout safety + modest increases.

If you are looking to beat the benchmark, you need to buy companies that beat the benchmark

The S&P 500 has grown earnings about 8–10% annualized growth, while the index trades around 32x trailing earnings.

Meanwhile, these three have grown earnings at a completely different rate: 

* META: 22% CAGR
* GOOGL: 25.5% CAGR
* AMZN: 48.5% CAGR

Current trailing P/E ratios are roughly 

* META: 19x
* GOOGL: 29x 
* AMZN: 31x

These businesses are trading around the same ballpark as the S&P 500 while growing earnings far faster. 

Not saying they are guaranteed to outperform, but this is the basic idea behind trying to beat the benchmark: find businesses with better growth than the index without paying a much crazier multiple.

Micron is trading around 10x forward earnings, while analysts are forecasting ~62% revenue growth next year and ~73% EPS growth.

SanDisk is also growing fast, but Micron is doing it off a much larger revenue base and with a cleaner AI memory narrative.

When you combine MU’s revenue ramp, HBM demand, and NTM valuation, I think the market is still underpricing how powerful this cycle could be.

One of the more impressive things about Palantir’s growth is that free cash flow is scaling much faster than stock-based compensation.

That matters because high-growth software companies usually have to pay aggressively in equity to attract and retain talent.

PLTR is still using SBC, but the trend is pretty clear: FCF growth is far outpacing SBC growth, which makes the scaling story much cleaner.

I’ve never seen a chart like this.

Management is screaming Salesforce is cheap

Micron went from deeply negative free cash flow in 2023 to insane growth over the last few quarters.

AI is not just about GPUs. Memory is becoming a massive part of the infrastructure trade.

When compared to the other major advertising players, it really stands out.

Plus the network affect of Reddit is enormous

This is the kind of chart that makes you stop scrolling.

Rocket Lab’s revenue growth has been relentless while most people only focus on launch headlines and competition with SpaceX.

The business itself keeps getting bigger every quarter.

The comparison sounds clean, but I do not think it really works.

PayPal has run into a much clearer ceiling. Payments are massive, but transaction growth eventually ties back to consumer spending, merchant competition, take rates, and pricing pressure.

Adobe feels different. Revenue is still compounding faster, and the ceiling seems much higher because creative software, documents, enterprise workflows, AI tools, and content creation can keep expanding with the digital economy.

That does not mean Adobe is risk-free. AI is a real concern. But calling it the next PayPal feels too simple when the actual revenue trend looks meaningfully stronger.