1. Palantir achieved 39% Q1 revenue growth with strong US Commercial (71%) and US Government (45%) segments, but international performance lagged; 2. Despite robust financials (44% projected 2025 FCF margin), Palantir trades at 5x-13x premium to Nvidia despite comparable growth rates; 3. High volatility suggests potential 30-40% price correction could align the stock with optimistic DCF valuations.
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