Palantir is essentially flat over the past twelve months (+2.5%) despite revenue growth of 93%, operating income up 240%, net income up 225% and cash flow from zero to $9 billion. At forward P/E 69, down from 95 a year ago and expected to fall, and PEG 1.2, it is cheap once growth is considered and his first choice.

Now, the first arrow on the list is, with the drumming, " Palantir". Palantir has done a lot of crazy things since it started investing in it. It went from $10 to $40, then $6, then $8 to $200, then $130 and back to $200, a 20-fold increase since 2020 with all this volatile behavior .

But over the past twelve months, it has risen by only 2.5%. 2.5 %, meaning it remains almost constant throughout the year.

While in reality, there is no AI deployment as widespread as Palantir. Look at what the company has achieved over the past year while the share price has remained essentially stable .

With revenue growth of 93%, operating income of 240 %, net income increase of 225%, and cash flow from zero to $9 billion, it is now trading at a forward price-to-earnings ratio of 69.

Just one year ago, the ratio was 95 and will fall further . If you look at the price-to-earnings- to-growth (PEG) ratio, it trades at 1.2, which is literally the definition of cheap.

All you have to do is consider growth when looking at the price-to-earnings ratio , and Palantir will become my first choice.