Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally
1. Palantir's market cap surged to $396 billion despite $3.3 billion revenue. 2. PLTR’s 93x ARR multiple outstrips peers, signaling strong market hype. 3. Historical parallels with Cisco raise concerns about potential overvaluation. 4. 48% year-over-year growth and AI platform success bolster investor confidence. 5. A slight slowdown could lead to significant selloff risks.