Two Tech Stocks Over Palantir: A Value Investor’s Dilemma

Palantir Technologies (PLTR) has danced upon the precipice of reason, its stock soaring like Icarus drawn to the molten glow of AI mania. The architects of this labyrinthine enterprise have forged not a mere tool, but an oracle-Artificial Intelligence Platform (AIP)-a contraption that binds data to the mortal coil of real-world assets, purging the chaos of hallucinations that plague lesser algorithms. Yet herein lies the torment: to build a machine of such precision, yet be shackled by the very numbers it worships. Revenue swelled by 48% last quarter to $1 billion, yes, but the Siren song of valuation beckons investors toward ruin. A forward price-to-sales multiple of 100 times 2025 estimates-this is not a multiple, but a gambler’s prayer, a wager that growth shall never falter, lest the abyss consume all.

What madness is this, to cling to such a stock when the winds shift? The faithful chant “net dollar retention of 128%!” as though salvation lies in arithmetic. But I ask you-does a man build a cathedral upon the shifting sands of sales, or does he seek stone? Let us descend from this fevered height and gaze upon saner pursuits.

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And what of GitLab (GTLB), the shadowed artisan in the cathedral of code? While others chase the AI chimera, GitLab binds developers to their sacred task-Duo AI, the silent scribe, frees mortal hands to do what they were ordained to do: create. Revenue grows 25-35% for eight quarters straight, a metronome of discipline. The company, once a mere cog in DevSecOps, now commands the entire lifecycle-a symphony of efficiency. And in its hybrid pricing model, a stroke of existential pragmatism: should AI render coders obsolete, GitLab adapts, its usage-based model a hedge against the void. Here lies no gamble, but a quiet bet on human ingenuity itself.

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In this grand theater of markets, where fear and greed duel like Dostoevsky’s saints and sinners, Palantir demands faith in miracles. But Alphabet and GitLab-they are the architects of the mundane, the stewards of reason. To invest in them is not to chase phantoms, but to plant seeds in fertile soil. 🧠

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2025-09-28 11:36