Core Insights - Palantir has experienced a remarkable rise in its stock price, similar to Tesla, but concerns remain about whether it can meet high market expectations [1] - Both companies have shown significant stock price increases without corresponding revenue growth, leading to skepticism about potential corrections [1] Group 1: Stock Performance Comparison - Tesla's stock surged from $24 to approximately $340, a rise of over 1100%, since 2020 [1] - Palantir's stock increased from $16 to a peak of $190, achieving around 1000% growth [1] - Both companies have created notable short-term performance despite not achieving tenfold revenue growth [1] Group 2: Institutional Ownership Characteristics - A common feature between Tesla and Palantir is the low institutional ownership, with Tesla having about 49% of its float held by institutions, significantly lower than other tech giants like Google and Meta [2] - Palantir's institutional ownership is approximately 53%, which is also lower compared to similar market cap companies like Costco (69%) and ExxonMobil (67%) [2] Group 3: Future Outlook - The low institutional ownership characteristic suggests that Palantir's stock may continue to exhibit "irrational" volatility [3] - Investment decisions regarding Palantir will depend on individual judgment, with a cautionary note that Tesla's volatility increased significantly after its price surge, indicating Palantir may be approaching a similar critical point [3]