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Palantir recently posted 93% revenue growth, but at 161 times trailing earnings, is its stock already pricing in years of flawless execution? Palantir Technologies delivered second-quarter 2026 revenue of $1.935 billion, up 93% year over year and $123 million above consensus estimates. U.S. commercial revenue surged 149%, and management raised full-year guidance to a range of $8.15 billion to $8.158 billion, implying roughly 82% annual growth. At a quoted price of $189.44, the stock trades at approximately 161 times trailing earnings, compared to roughly 19.6 times forward earnings for the S&P 500 — though those are different measurement periods, so the comparison isn't a precise premium calculation. This video uses Jeremy Siegel's framework from The Future for Investors (2005) to separate two different questions: is Palantir a good business, and is Palantir a good stock at this price? Siegel's core idea is that long-run returns depend on growth exceeding the expectations already embedded in the price-to-earnings ratio — not just on whether earnings grow at all. To illustrate the risk of paying up for a correct technology thesis, we revisit Cisco Systems in March 2000, when it traded at roughly 201 times earnings during the internet buildout. Cisco's shares later fell 88% and took 25 years to reclaim that nominal high, even though the internet thesis itself proved true. We also look at Cisco's present-day fourth-quarter non-GAAP gross margin of 66.3%, down 210 basis points year over year, which the source attributes to a shifting mix of AI hardware — a reminder that AI demand doesn't automatically translate into better margins. Viewers will walk away with a practical way to evaluate Palantir's quarter without dismissing the growth or ignoring the valuation: understand what the current price already assumes, examine margin durability across AI-exposed companies, and remember Siegel's line that "the tried and true triumph over the bold and the new" as a historical reference point rather than a prediction about any single stock. Educational only. Not investment advice. Website: https://positiontracker.trading/?utm_source=youtube&utm_medium=video&utm_campaign=longform Chapters: 00:00 — Intro 00:47 — 145 times trailing earnings explained 01:52 — Comparing Palantir to the S&P 500 03:05 — Siegel's expectations versus results framework 04:11 — Cisco's dot-com era valuation lesson 05:26 — Cisco's AI margin compression today 06:43 — Finding value across tech stocks 07:55 — Tried and true versus bold and new 09:11 — Wrap-up 🔔 Subscribe: https://www.youtube.com/@PositionTracker?sub_confirmation=1

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