带领大盘一路南下！！
女大现在178， 必崩！
版主： 牛河梁
#9 Re: 女大现在178， 必崩！
没有重仓，就是40%，是我的DT帐号。斯拉明年的今天也许就是500，600了。玩反指也是短时间的。
反指TSLQ还在手上，亏废了！！舍不得割肉。
传个图，一会删了。
上次由 勇敢的小猫咪 在 2025年 8月 28日 11:35 修改。
#12 Re: 女大现在178， 必崩！
勇敢的小猫咪 写了： 2025年 8月 28日 11:09三蛋不是一般的强，是强得一蹋糊涂！如无意外又要开始一大波上涨。
今天就直接开在13天线以上，本周收盘要是还在13天上就不得不好认输。割掉全部空仓！
还有人看线交易啊，哈哈哈
#14 Re: 女大现在178， 必崩！
这么重要的新闻，即使您不操作PLTR也得第一时间知道啊，给您：
AI Overview
In August 2025, Citron Research, led by short-seller Andrew Left, published a report arguing that Palantir (PLTR) stock is significantly overvalued and should be priced at roughly $40 per share. Citron's report sent Palantir's stock price tumbling, though it remained well above the $40 target.
Citron's argument for a $40 price target
Citron's report hinged on a comparison between Palantir and OpenAI, the developer of ChatGPT.
OpenAI comparison: Following a reported $500 billion valuation for OpenAI, Citron calculated that this implied a price-to-sales (P/S) ratio of about 17x based on its estimated 2026 revenue.
Applying the multiple to Palantir: Citron then applied the same "lofty" 17x multiple to Palantir's own projected 2026 revenue of $5.6 billion. The result was a valuation suggesting a stock price of approximately $40 per share.
"Even at $40, it's expensive": The report contended that even at a price of $40, Palantir would still be considered an expensive stock, as it does not deserve to trade at the same multiple as the market leader in AI.
Further comparisons: In a follow-up, Citron reinforced its thesis by making a similar valuation comparison to Databricks, another competitor in the private market.
Citron's rationale for a lower valuation
Citron gave several reasons why Palantir should not be valued as highly as other AI companies like OpenAI:
Slower, less scalable growth: The report argues that Palantir's revenue growth, especially from its government deals, comes from "slow, customized contracts" that are less scalable than OpenAI's rapid, self-reinforcing growth engine.
Competition: Citron stated that Palantir faces intense competition in the enterprise market from companies like Databricks and Microsoft.
Insider selling: Citron noted that Palantir CEO Alex Karp has sold nearly $2 billion in shares over the past two years, characterizing him as one of the most aggressive insider sellers in the tech industry.
#16 Re: 女大现在178， 必崩！
楼主想学穷鬼天天做空赚钱，做空美股熊市可能还行，牛市做空是高手。美股大科技比欧猪，a股便宜多了。a股银行存贷款利息差低于他们自己公布的不良贷款率，实际上就是利润就是财报粉饰。
#17 Re: 女大现在178， 必崩！
QiongGui 写了： 2025年 8月 28日 11:26这么重要的新闻，即使您不操作PLTR也得第一时间知道啊，给您：
AI Overview
In August 2025, Citron Research, led by short-seller Andrew Left, published a report arguing that Palantir (PLTR) stock is significantly overvalued and should be priced at roughly $40 per share. Citron's report sent Palantir's stock price tumbling, though it remained well above the $40 target.
Citron's argument for a $40 price target
Citron's report hinged on a comparison between Palantir and OpenAI, the developer of ChatGPT.
OpenAI comparison: Following a reported $500 billion valuation for OpenAI, Citron calculated that this implied a price-to-sales (P/S) ratio of about 17x based on its estimated 2026 revenue.
Applying the multiple to Palantir: Citron then applied the same "lofty" 17x multiple to Palantir's own projected 2026 revenue of $5.6 billion. The result was a valuation suggesting a stock price of approximately $40 per share.
"Even at $40, it's expensive": The report contended that even at a price of $40, Palantir would still be considered an expensive stock, as it does not deserve to trade at the same multiple as the market leader in AI.
Further comparisons: In a follow-up, Citron reinforced its thesis by making a similar valuation comparison to Databricks, another competitor in the private market.Citron's rationale for a lower valuation
Citron gave several reasons why Palantir should not be valued as highly as other AI companies like OpenAI:
Slower, less scalable growth: The report argues that Palantir's revenue growth, especially from its government deals, comes from "slow, customized contracts" that are less scalable than OpenAI's rapid, self-reinforcing growth engine.
Competition: Citron stated that Palantir faces intense competition in the enterprise market from companies like Databricks and Microsoft.
Insider selling: Citron noted that Palantir CEO Alex Karp has sold nearly $2 billion in shares over the past two years, characterizing him as one of the most aggressive insider sellers in the tech industry.
slow, customized contracts" 。说得很对啊。反正我不碰pltr。
#18 Re: 女大现在178， 必崩！
QiongGui 写了： 2025年 8月 28日 11:26这么重要的新闻，即使您不操作PLTR也得第一时间知道啊，给您：
AI Overview
In August 2025, Citron Research, led by short-seller Andrew Left, published a report arguing that Palantir (PLTR) stock is significantly overvalued and should be priced at roughly $40 per share. Citron's report sent Palantir's stock price tumbling, though it remained well above the $40 target.
Citron's argument for a $40 price target
Citron's report hinged on a comparison between Palantir and OpenAI, the developer of ChatGPT.
OpenAI comparison: Following a reported $500 billion valuation for OpenAI, Citron calculated that this implied a price-to-sales (P/S) ratio of about 17x based on its estimated 2026 revenue.
Applying the multiple to Palantir: Citron then applied the same "lofty" 17x multiple to Palantir's own projected 2026 revenue of $5.6 billion. The result was a valuation suggesting a stock price of approximately $40 per share.
"Even at $40, it's expensive": The report contended that even at a price of $40, Palantir would still be considered an expensive stock, as it does not deserve to trade at the same multiple as the market leader in AI.
Further comparisons: In a follow-up, Citron reinforced its thesis by making a similar valuation comparison to Databricks, another competitor in the private market.Citron's rationale for a lower valuation
Citron gave several reasons why Palantir should not be valued as highly as other AI companies like OpenAI:
Slower, less scalable growth: The report argues that Palantir's revenue growth, especially from its government deals, comes from "slow, customized contracts" that are less scalable than OpenAI's rapid, self-reinforcing growth engine.
Competition: Citron stated that Palantir faces intense competition in the enterprise market from companies like Databricks and Microsoft.
Insider selling: Citron noted that Palantir CEO Alex Karp has sold nearly $2 billion in shares over the past two years, characterizing him as one of the most aggressive insider sellers in the tech industry.
顶。妥妥的泡泡
