PLTR 基本面已显著改善，足以支撑股价上涨；尽管过去波动较大且近期创下历史新高，说话者仍坚持长期持有策略。
逐段跳播
这句话出自一个在 Palantir 股价还在六七美元时就说过它几年内会涨到500的人，当时人们都说我疯了。在上涨2600%之后，我们从 Palantir 身上赚了很多钱。事实上，如果你在这段视频发布时投入1万，现在就会有27万。
This statement comes from someone who said that Palantir's stock would reach 500 within a few years when it was trading at six and seven dollars, at which time people called me crazy.
After a rise of 2600%, we made a lot of money from Palantir. In fact, if you had invested 10,000 when this video was released, you would now have 270,000.
很多人看着股价说：“天哪，Palantir 涨了这么多。”业务改善到什么程度了？营收改善到什么程度了？基本面改善到什么程度了？如果基本面的改善明显好于股价，那股价就不重要。
Many people look at the stock price and say, "Oh my God, Palantir has gone up by so much." To what extent has business improved? To what extent have revenues improved? To what extent have the fundamentals improved?
If the fundamentals improve significantly better than the price, then the price doesn't matter.
从2023年9月至今，我的投资组合由40%的 Palantir、40%的标普500和20%的特斯拉组成，分别上涨了1300%、75%和78%。
Now, since September 2023, my portfolio, which consists of 40% Palantir, 40% S&P 500, and 20% Tesla, has increased by 1300%, 75%, and 78%, respectively.
所以，我比平均水平高出500%，也跑赢了基准。我的投资组合中大约50%是指数股票。这就是系统对你的作用，因为就1300%的利润而言，这只股票并不容易做到。一点都不容易。如果你看看这段历程，就会明白它有多难。
看看 Palantir 这家公司的走势。如你所知，这只股票从10起步，走势强劲，涨到40，然后跌到23，再跌到18，然后跌到6，之后又开始攀升到17、75、177，然后达到200。
它跌到137，如你所知，2026年大部分时间都是这样。股价在137，现在又回到了209的历史新高。所以，这并不容易坚持。除非你有系统，除非你有框架，否则在这里把投资翻倍并买入并不容易，而这正是你今天将得到的。
So, I am 500% above average and above the benchmark. Approximately 50% of my investment portfolio consists of index stocks. This is what the system does to you, because this stock was not easy to achieve in terms of 1300% profits.
It wasn't easy at all. If you look at the journey, you will understand how difficult it was. Look at the Palantir company's trip. As you know, the stock starts strong at 10, reaches 40, then drops to 23, then 18, then 6, then starts climbing again to 17, 75, 177, then reaches 200.
It drops to 137, as you know, that's how it was for most of 2026. The stock was at 137, and now it's back at its record highs of 209. So, this is not easy to maintain. It is not easy to double your investment and buy here unless you have a system, unless you have a framework, which is exactly what you will get today.
现在，我想给你看看这个。Palantir 被大多数所谓的专家视为一笔亏钱的投资，对吧？他们怎么知道要在6、26、106和137买入，对吧？因为我关注基本面。我把股价下跌视为机会，而且我有很强的投资逻辑。
因此，我知道如果股价下跌我会买更多。我不在乎别人的看法。我不在乎那些噪音。系统就是这样建立起来的。
Now, I want to show you this, okay? Palantir was viewed as a losing investment by most so-called experts, right? How did they know to buy at 6, 26, 106, and 137, right? Because I focus on the basics.
I viewed the price drop as an opportunity, and I had a strong thesis. Therefore, I knew I would buy more if the price dropped. I don't care about other people's opinions. I don't care about the noise. This is how systems are built.
为什么股价到100，或者也许150的时候我没有卖出？在那个阶段我已经赚了很多钱。我为什么不卖出获利了结？嗯，出于同样的原因，系统。你可能在一笔交易中走运。你可能赚50%，或者也许100%，但能传承几代的财富，是5000%，是靠长期积累建立起来的。
如果你不断进出这只股票，你就无法让长期积累产生回报。你必须坚持在这条路上。但前提是你选对了企业，这也是我在这段视频里会讲到的。
Why didn't I sell when the stock reached 100, or maybe 150? I had already made a lot of money at that stage. Why don't I sell and make a profit? Well, for the same reason, the system, okay?
You might get lucky in one deal. You may earn 50%, or maybe 100%, but wealth that lasts for generations, at 5000%, is built through long-term accumulation. You cannot allow long-term accumulation to pay off if you keep entering and exiting the stock.
You must stay on the path. But that's assuming you've chosen the right business, which is what I'll be covering in this video as well.
当“Balantir”跌到7时，你因为恐慌而卖出。当“Balantir”涨到100时，你因为说“哦，我要获利了结”而卖出。于是你错过了接下来的一百个机会。这就是问题的关键。
When "Balantir" drops to seven, you sell because you panic. When the "Balantir" reaches 100, you sell because you say, "Oh, I'm going to make a profit." And you miss the next hundred opportunities. This is the crux of the matter.
这个频道对 $PLTR 的历次判断
Tom Nash 在这只股票上共 2 条判断，这里只列相邻的几条。