📊 #Valuation #Equities #Markets #Investing

#Earnings #Guidance #AI #Defense #RuleOf40 #OptionsFlow #GrowthStocks #Momentum #Valuation #Equities #Markets #Investing (7/7)

📊 AI/defense contract visibility, and margin discipline sustaining the high Rule-of-40 profile. The core tension remains momentum-driven upside vs. valuation gravity—expect a lively debate and fast tape.

#Earnings #Guidance #AI #Defense #RuleOf40 #OptionsFlow #GrowthStocks #Momentum (6/7)

Palantir’s Rule of 40 score hit 91 in Q4 - nearly 4x the control group’s.

From lagging to leading in under 5 quarters.
Not many SaaS names are pulling that off right now.

Get the full breakdown here - https://youtu.be/kKdAXeoRLCg

#SaaS #RuleOf40 #Palantir #TechStocks #ARRGrowth

Growth and free cash flow?
Palantir is one of the only 2020 IPOs pulling off both.

Their Rule of 40 score hit 91 last quarter.
The median for the cohort? Just 23.

Valuation follows efficiency.

Full vid here - https://youtu.be/kKdAXeoRLCg

#SaaS #Palantir #RuleOf40 #GrowthEfficiency

Snap by @blkchn | PeakD #Palantir #stocks #RuleOf40 https://stock3.com/news/palantir-rasantes-wachstum-setzt-sich-fort-16569334 ... by blkchn

#Palantir #stocks #RuleOf40
peakd.com/hive-124838/...

Applovin just dropped one of the cleanest quarterly reports we’ve ever seen.

Full breakdown in the video 👇

#SaaS #EarningsSeason #Applovin #PublicMarkets #TechStocks #GrowthEfficiency #RuleOf40 #StartupFinance