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fujiyamasan

(1,074 posts)

18. Yeah the PLTR valuation is difficult to justify

Reply to Bernardo de La Paz (Reply #16)

Sun Nov 2, 2025, 04:30 PM

Nov 2

The bulls claim it’s going to be OS of AI, but Microsoft never had a PE like this, or a P/S of something like 138x

Nvidia’s PE is at 57 by contrast. Even with its recent bull run, Google is valued somewhat fairly.

Yes, this looks frothy, but it’s impossible to know the top, so while shorting it or buying puts is tempting, you’d be bleeding for a while until the bubble pops.

That’s why trying to time this market is pointless.

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Bernardo de La Paz

21 replies

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Is the banking system near collapse? [View all] angrychair Nov 2 OP

No. . . . nt Bernardo de La Paz Nov 2 #1

I guess we will see...n/t angrychair Nov 2 #2

We are in a risky phase. Bernardo de La Paz Nov 2 #9

Generally Agree ProfessorGAC Nov 2 #13

Dunno if 4000 or 2000 is where the bottom will be, but I expect a bear more than a correction Bernardo de La Paz Nov 2 #14

We'll See, But... ProfessorGAC Nov 2 #19

Is it the market or specific stocks that are overvalued? EdmondDantes_ Nov 2 #15

It's the market, overall. Google & Meta not too bad at 28 and 29 respectively bc they are mature growth stocks Bernardo de La Paz Nov 2 #16

Yeah the PLTR valuation is difficult to justify fujiyamasan Nov 2 #18

Is FDIC still in effect? SheltieLover Nov 2 #3

For the moment but Project 2025 wants to scale back protections. Ritabert Nov 2 #6

Ty SheltieLover Nov 2 #10

😁 Ritabert Nov 2 #11

Your theory has lots of missing information Fiendish Thingy Nov 2 #4

Think you misunderstood angrychair Nov 2 #5

The lack of detail doesn't support the conclusions Fiendish Thingy Nov 2 #7

Highly unlikely. anciano Nov 2 #8

There is no such thing as "running out of money" because it is fiat currency. Bluetus Nov 2 #12

Dollar different fr crypto bc industry & services are behind it. Nothing behind crypto except marked to the dollar. . nt Bernardo de La Paz Nov 2 #17

Well, I think that they ended some of the safeguards (the tRUMP adm) so this is no longer available to stop unwarranted SWBTATTReg Nov 2 #20

Mainly delinquencies and loan losses are up Buckeyeblue Nov 2 #21