Stocks I Am Watching

PALANTIR: IMPRESSIVE RESULTS

This week, Palantir reported outstanding results, far exceeding analysts’ estimates both in revenue and earnings per share
Revenue reached $1.81 billion, marking an astonishing +63% year-over-year increase
It’s rare to see such acceleration in a company of this size
Moreover, existing customers are spending +34% more on Palantir’s platform
However, despite being an exceptionally high-quality company, the stock’s valuation has gone off the rails — it’s trading at a forward P/S of 98 and a forward P/E of 280
Personally, I’m staying out, as I believe there are far better opportunities in the market with much lower risk at this point , but i am keeping an eye for a correction.

UBER & SPOTIFY: SPECTACULAR RESULTS

This week, both Uber and Spotify delivered spectacular earnings, once again beating analysts’ expectations
Two companies once considered “forever unprofitable” are now generating free cash flow that looks like… a work of art

Uber
From -$4.8B free cash flow in 2020 ➜ to +$8.6B today!
The turnaround is impressive: every quarter the company keeps strengthening its margins, while the number of active users — both in rides and deliveries — continues to grow steadily.
Uber no longer burns cash — it prints it.

Spotify
From just $21M free cash flow at the end of 2022 ➜ to nearly $3B today!
Monthly active users and premium subscribers keep increasing every quarter, hitting record engagement and higher profitability per user.

DUOLINGO: OUTSTANDING RESULTS

Yesterday, Duolingo ($DUOL) once again crushed expectations with another stellar quarter

+41% revenue growth ✅
+33% bookings growth ✅
+29.5% margin increase ✅
+51% free cash flow ✅

And that’s not all — the app now sees over 50 million daily active users
We’re talking growth across the board — users, subscriptions, profitability
Nevertheless, the stock plunged more than 20%
Strong fundamentals, negative sentiment…

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