短期（3年）：依靠军_老虎社区_美港股上老虎

涛的百万梦

08-07

短期（3年）：依靠军工订单可支撑3000亿市值，但商业变现决定能否突破5000亿。
长期（10年）：需在AI决策市场复制Snowflake的垂直渗透率，当前配置建议不超过组合5%。

炮轰华尔街空头！Palantir，大家看多or看空？

Palantir三季度营收超预期激增63%再创新高，四季度指引又超预期，上调全年指引。Palantir电话会上，CEO炮轰华尔街看空者，称“我们交出软件公司史上最佳业绩，而你们一直看错”！【PLTR，大家是看空or看多？】

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