I am cautious about investing in Palantir (NASDAQ:PLTR) due to its current overvaluation, with my analysis suggesting a negative compound annual decline rate of 4% over the next five years and a negative margin of safety of 61.74%. While the company’s focus on cost-saving data analytics software may provide some recession resistance, its heavy reliance on government contracts and exposure to a potential U.S. recession could lead to significant losses for investors in the medium to long term. Previous examples of overvalued companies like Cisco, Amazon, Tesla, and Google experiencing substantial stock price declines during past economic downturns further support this cautionary outlook.
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What to know about Yeztugo
The FDA has approved Yeztugo (lenacapavir), a groundbreaking HIV-prevention injection by Gilead Sciences, which shows near-elimination of HIV transmission with biannual doses, significantly outperforming existing oral medications. Advocates express hope that this advancement could drastically reduce HIV infections in the U.S., though concerns about access and insurance coverage remain due to its high cost and potential political barriers. Need More Context? 🔎
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