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Nov 4 The AI valuation expansion deserves some scrutiny

Nov 4 The AI valuation expansion deserves some scrutiny

$PLTR $HIMS $INTC

Mukund Mohan
November 04, 2025

Market

“Palantir beat revenue and earnings estimates and also raised guidance for 2025 but one analyst says no viability into 2026 means the valuation is too high - whatever bro, the same analyst set a PT of $250 a quarter ago” 😊 😋

Markets were lower on news of the lowest job openings in years

Job openings are a leading indicator of expansion and also a pointer to recessions. October job openings numbers were the lowest since 2021 says Indeed, which also said the salary offered to new hires was 2.5% lower than a year ago.

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Insights from the portfolio

Palantir earnings review and 2025 outlook $PLTR

The company is growing faster than any other software AI company

stocksmarts.substack.com/p/palantir-earnings-review-and-2025-c22

Video of the day

Today’s video is on Intel $INTC ( ▼ 6.25% ) the semiconductor and PC chip manufacturer.

Deep dive of the day

Hims and Hers earnings review and 2025 outlook $HIMS – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/11/04/hims-and-hers-earnings-review-and-2025-outlook-hims

Good setups for swing

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