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This episode provides an overview of the market reaction to Palantir Technologies' stellar third-quarter 2025 earnings report, which included record revenues, strong growth in key areas like U.S. commercial revenue, and significantly raised full-year guidance. Despite the overwhelmingly positive financial results, the stock plunged initially because many Wall Street analysts believe the valuation is extremely high following a significant rally throughout the year, citing concerns about an "AI bubble." While some analysts maintained their "buy" ratings and even raised price targets based on the "eye popping" performance and AI enablement, others issued lower price targets and neutral ratings due to the extreme valuation relative to fundamentals. One source, an excerpt from Investing.com, was unavailable due to maintenance but contained a comic indicating that "the bears finally arrive on Wall Street," suggesting a broader shift in market sentiment toward valuation discipline.

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