How Palantir's Run Raises Questions About AI Stock Valuations

Palantir has been one of 2026's standout performers, but two numbers suggest the market is pricing in perfection. In this episode, Lucas and Luna break down what the company's revenue growth and price-to-sales ratio really tell us, why the broader AI trade feels increasingly fragile, and how investors can think about locking in gains without missing the next leg. They also look at how Palantir's commercial business is diversifying away from government contracts, and what that means for future earnings. With the S&P 500 pulling back this week and big banks like JPMorgan and Bank of America sliding, the hosts ask whether the market's leaders are due for a rotation. Tune in for a grounded, numbers-first conversation about one of the most talked-about stocks in tech. #Palantir #AIStocks #EarningsSeason #StockValuation #TechInvesting #PortfolioManagement #MarketAnalysis #Business #Finance #Investing #FexingoBusiness #BusinessPodcast #GrowthStocks #RevenueGrowth #PriceToSales #GovernmentContracts #CommercialBusiness #StockRotation Keep every episode free: buymeacoffee.com/fexingo