HeyJaredGesda Capital - Research
Our opinions and ideas about investing, companies, and financial markets.
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- Jul 9, 2026
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Palantir and the rising political risk factor (opens the original)
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Last year on 22 May 2025, I wrote the provocative publication Is Palantir just another tulip bubble? arguing that Palantir’s ascent had detached its valuation from reality as the expectations priced into the share price exceeded reasonable levels. At the time, the shares were trading around USD 124.57 and the length of the forecasting period needed to justify the valuation was ridiculously long. Of course, the exuberance in projected AI winners continued, carrying the share price all the way abo
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