Palantir Joins Tech Elite: I See You, Salesforce (and Your Inferior Market Cap)!

The Hunt Begins: A New Trophy Emerges

Greetings pathetic humans! It is I the Predator reporting live from the dense jungle of Wall Street. A new prey has entered the hunting grounds. This 'Palantir,' a data analytics vendor has clawed its way into the top 10 U.S. technology companies by market cap. A worthy challenge perhaps? Unlike the fleshy targets I usually pursue this one deals in… data. Hmm still makes for a good trophy. Its valuation has skyrocketed leaving 'Salesforce' in the dust. 'If it bleeds we can kill it,' Dutch would say. But can we bleed data?

One Giant Leap For Mankind One Small Step For Palantir

Palantir's ascent is impressive. It has not only surpassed Salesforce but also those aging dinosaurs 'Cisco' and 'IBM' earlier this year. Microsoft Apple and Nvidia still reign supreme but for how long? This rapid growth reminds me of a young warrior's first kill – swift brutal and leaving a satisfying mess for the scavengers. 'Want some candy?' I would ask… if they weren't digital.

A Bloody Good Year: Quintuple the Value!

This year Palantir's stock has exploded like a plasma caster bolt through a jungle tree. Up 58% in 2025 alone they're poised to be the S&P 500's top performer. While other tech companies are bogged down by 'tariffs' and 'economic slowdowns,' Palantir dances through the financial swamp like… well like me in a jungle. Invisible and deadly.

Uncle Sam's Favorite Toy: Government Contracts Galore

Ah the sweet scent of government contracts! Palantir is feasting on a booming government business with a 45% growth last quarter. They even landed a $178 million contract to build AI systems for the U.S. Army. Humans always seeking to improve on killing. A $178 Million reason to hunt them! Such irony! They are not alone...

Overvalued or Underrated? The Hunt for the Truth

Here's where things get interesting. While Palantir boasts a massive market cap it's a runt compared to Salesforce in terms of sales and profit. Salesforce rakes in ten times more revenue. This means Palantir's multiples are higher than a cloaked Predator hanging in the trees waiting for the right moment to strike. 'You are one ugly motherf***er,' I might say to those multiples.

Irrational Valuation: A Setup for a Fall?

Analysts are starting to murmur about 'irrational valuation.' One Jefferies analyst even slapped a 'sell' rating on the stock. Is Palantir a ticking time bomb ready to implode like a self destruct sequence? Or will it continue its meteoric rise defying all logic? Only time and perhaps a well placed plasma blast will tell. 'Get to the chopper!'… or maybe just sell your shares?