Palantir Just Proved Me Right. Here's What I'm Doing Now

Couch Investor•Aug 4, 2026

Summary

Couch Investor analyzes Palantir's impressive quarterly results, highlighting that the company is not just growing but accelerating its growth rates. Couch Investor notes that revenue grew 93% year-over-year, significantly beating analyst estimates, and management raised the full-year guidance to $8.15 billion. Despite the high trailing P/E ratio, Couch Investor believes the premium is justified by the company's triple-digit growth in specific segments like US commercial revenue.

Couch Investor discusses the technical outlook, noting that the stock needs to break above the $153 level on the weekly chart to maintain momentum. Couch Investor also performs a Discounted Cash Flow (DCF) analysis, arriving at a fair value of $165 per share, representing approximately 13.6% upside from current levels. Couch Investor emphasizes that Palantir's business model is superior to the 'token economy' of frontier AI models because it focuses on specific business outcomes and data security.

PLTR: Couch Investor highlights massive growth in US commercial revenue (+149%) and US government revenue (+90%). Couch Investor admits the customer count growth of 1,049 is slightly slow but sees it as a future growth lever. Couch Investor predicts a fair value of $165 per share and mentions a crucial technical resistance level at $153.

NVDA: Couch Investor compares Palantir's growth trajectory to Nvidia, noting that both companies defy traditional valuation logic due to extreme growth rates. Couch Investor mentions Nvidia's Neotron model as a point of interest regarding business-specific AI benchmarks. Couch Investor believes these types of models are more efficient for enterprises than closed frontier models.

VOY: Couch Investor briefly mentions that Voyager reported quarterly figures and saw its stock rise by approximately 15-16% in the pre-market. Couch Investor notes that while Voyager's results were positive, Couch Investor has not yet performed a deep dive into the specific financial details. Couch Investor uses this as an example of the positive market reaction seen across several tech names this season.

Mentioned Stocks

NVDA

Sentiment: HOLD

Reasoning: Couch Investor uses Nvidia as a benchmark for companies with high growth rates that make traditional valuation multiples look expensive but are justified by performance. Couch Investor also notes the potential for Nvidia's open-weight models, like Neotron, to outperform closed models in enterprise tasks because general benchmarks do not reflect specific business needs.

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PLTR

Sentiment: BUYAction: BOUGHT

Reasoning: Couch Investor cites the acceleration in growth, with total revenue up 93% and US commercial revenue up 149%. Couch Investor identifies a fair value of $165 based on a DCF model, assuming significant continued growth and expanding margins. Couch Investor views the current valuation as justified by the company's ability to consistently beat and raise estimates, noting a technical resistance level at $153.

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VOY

Sentiment: HOLD

Reasoning: Couch Investor mentions that Voyager reported quarterly figures and saw a 15-16% pre-market price increase. Couch Investor notes that Couch Investor has not yet had time to perform a deep dive into the report but acknowledges the strong market reaction.

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