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So, why the lingering skepticism? Well, it boils down to valuation, that most elusive of metrics. The price of Palantir stock seems to be based on the assumption that they’ve already solved all of humanity’s problems, and are now simply collecting the accolades (and profits). There’s precious little margin for error, and even less room for a simple, perfectly normal deceleration in growth. It’s a bit like pricing a vintage wine based on the expectation that it will improve with age, indefinitely. A risky proposition, to say the least.

Tesla’s stock price recently dropped, largely due to its financial results for the last three months of 2025 and the entire year. Although the company earned more revenue and profit than experts predicted, both were down compared to the previous year.

The company, true to its naming convention, delivered its earnings report early on Monday morning. The figures themselves were, by most accounts, acceptable – even exceeding the modest expectations of the assembled analysts. Yet, a shadow fell upon the proceedings, for with the announcement of these results came a retraction of the company’s previously stated guidance for the coming fiscal year. It is in such moments, when promises are broken and expectations dashed, that the true character of a business is revealed.

The coming weeks will likely test the patience of those who ventured into this new wilderness. Observe closely, for the tremors are not yet subsided, and the fault lines remain visible. What follows is a documentation of the current state – a chronicle of vulnerabilities, not a prophecy of recovery.

The recent quarterly results were… acceptable. Not triumphant, not disastrous. Merely acceptable. And yet, the stock continues its ascent. Is it too late to join the dance? A question for the reckless, perhaps. Or those with a particular fondness for heights.

For three years, it was all about growth, about disruption, about convincing yourself that a company losing money was a “long-term play.” It was exhausting. Like being stuck in a motivational seminar run by a robot. The U.S. economy was stubbornly refusing to collapse, which, admittedly, is nice, but it also meant the “smart money” was throwing itself at anything with a “.com” at the end.

Word came yesterday, carried on the wires, that the improvements to Siri, that voice within the glass, are stalled. Not broken, mind you, but… hesitant. Like a field hand unsure of the new machinery. The commands don’t always register, the responses lag. It’s a small thing, perhaps, for those who don’t rely on the quick answer, but in this age of immediacy, a delay feels like a failing. They’ve been at this before, of course, promising features that never quite blossomed. March of ’25 saw similar whispers, promises left to wither on the vine.

There are those who speak of ‘long-term’ investments as if time itself were a guarantor of success. A naive notion. Time merely reveals the true character of things, exposing the foundations of both strength and folly. To place one’s trust in a company requires more than a glance at its recent gains; it demands an understanding of its essence, its place in the grand scheme of things, and the enduring nature of its purpose. Five thousand dollars, a sum not inconsiderable, deserves to be allocated with such discernment.

They reported decent numbers last quarter, but foot traffic was… flagging. Down in every single quarter of 2025. It’s like hosting a party and realizing no one actually likes your potato salad. A little disheartening. Still, the CEO, Scott Boatwright (a name that sounds suspiciously like a brand of sensible shoes), is talking a good game. He left Brian Niccol to go to Starbucks, which, frankly, seems like a lateral move. More coffee, more lines.