Palantir: Why 137% Growth Might Not Save the Stock (Burry Part 2)

Michael Burry's short position on Palantir (PLTR) just got complicated.

In Q4 2025, Palantir reported explosive numbers: U.S. commercial revenue grew 137% and the Rule of 40 score hit 127%. To the bulls, this is a victory lap. To Michael Burry, it’s a setup for a structural repricing.

In this Part 2 analysis, we dive into the "Complexity Gap." We explore why DeepSeek V4 and the 99.7% collapse in AI inference costs are creating a silent pressure on Palantir’s 67x revenue multiple. We also look at the "Snowflake Domino" and use historical parallels from the SAP/Oracle era to show what happens when premium software becomes a commodity.

What we cover today:

The Earnings Reality: Why PLTR is accelerating while the moat is shrinking.

The DeepSeek Domino: How Snowflake and C3.ai are exposed to the same pricing risks.

The SAP/Oracle Parallel: Why "Multiple Compression" is a slow grind, not a crash.

The 2027 Checklist: 6 specific metrics to watch in the next earnings calls.

LEAPS Mechanics: How Burry’s 2027 put options actually make money.

⏱ Chapters:
0:00 — The Earnings that Complicated Everything
0:56 — The Bull Case: Palantir's Record Numbers
1:36 — Betting against Palantir
3:51 — Winning the short-term
5:16 — Who else is exposed?
5:54 — A history lesson
6:59 — Your watchlist from here

⚠️ Disclaimer: This video is for informational purposes only and is not financial advice.
#Palantir #PLTR #MichaelBurry #DeepSeek #AIStocks #Investing2026 #StockMarket Analysis

Видео Palantir: Why 137% Growth Might Not Save the Stock (Burry Part 2) канала VectorWealth