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Palantir Fundamentals On a Different Planet: Thill

Brent Thill of Jefferies says Palantir is performing well but any sign of a deceleration would cause concern for its multiples. He joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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Brent Thill of Jefferies says Palantir is performing well but any sign of a deceleration would cause concern for its multiples. He joins Caroline Hyde on “Bloomberg Tech.”
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11 Comments

11 Comments

  1. @degenerationx90

    August 25, 2025 at 4:29 pm

    Palantir is performing well but they will drop massively within a year

    • @kingramseyii3686

      August 25, 2025 at 5:46 pm

      Not at all😅

    • @YumboYack2521

      August 25, 2025 at 7:52 pm

      Short it or buy puts if you’re so confident.

  2. @greatdara

    August 25, 2025 at 5:37 pm

    Glad to see, Brent got his haircut 👍

  3. @THETRAVELBROTHER

    August 25, 2025 at 6:36 pm

    I wish PLTR would just crash and get it over with so everyone can stop talking about their PE

  4. @thelongergame

    August 25, 2025 at 7:38 pm

    Palantir’s growth is impressive, but any slowdown could shake confidence. Interesting insights from Brent Thill, definitely worth watching for anyone tracking tech multiples.

  5. @ryanreeves70

    August 25, 2025 at 7:42 pm

    Key point at end..no close competition

  6. @DiFinni

    August 25, 2025 at 7:52 pm

    Brent hated Palantir at $10. Always a bear. Can’t compare Palantir with most companies, no other software does what they are doing. They have no competition, customers are sticky and continue to extend, why because PLTR is showing real results. Savings companies lots of money.✌

  7. @usuario8245

    August 25, 2025 at 8:21 pm

    500 USD in 2026, Im buying!

  8. @wlcsp

    August 25, 2025 at 8:28 pm

    Overpriced. Right now AI is only making real money in hardware sectors.

  9. @PatS-h9z

    August 25, 2025 at 8:29 pm

    Try hard… nobody’s selling…
    Everyday it goes and comes up like a clockwork….
    We are way smarter than these paid buffoons…

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Bloomberg Technology

Jensen Huang Ousted By Nvidia Board As CEO

Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang? 00:00:00 – Bloomberg…

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Bloomberg’s Ed Ludlow breaks down the news of Jensen Huang ousted from his post as Nvidia CEO after reports of two affairs, including one with a woman US officials reportedly suspected of spying for China. Now investors are confronting a question that barely existed days ago: what is Nvidia without Jensen Huang?

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——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Former Prosecutor Breaks Down Nvidia’s Legal Exposure

Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s…

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Questions remain over the potential legal and national security fallout for Nvidia and former CEO Jensen Huang following revelations about Huang’s relationship with a woman alleged to have ties to Chinese intelligence. Miller & Chevalier partner and former federal prosecutor Christina Clark explains how counterintelligence and criminal investigations could proceed in parallel and why Nvidia’s independent board investigation may represent only one piece of a broader government inquiry. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

How Adobe Is Helping Disney with Custom AI Tools

Adobe and Disney have entered a multi-year partnership to help develop custom AI models and tools that the entertainment giant can use across its theme parks, studio and sports ‌media businesses. Deepa Subramaniam, Vice President of Product Marketing for Creative Professionals at Adobe, explains how it all works with Riley Griffin on “Bloomberg Tech.” ——–…

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Adobe and Disney have entered a multi-year partnership to help develop custom AI models and tools that the entertainment giant can use across its theme parks, studio and sports ‌media businesses. Deepa Subramaniam, Vice President of Product Marketing for Creative Professionals at Adobe, explains how it all works with Riley Griffin on “Bloomberg Tech.”
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