Core Viewpoint - Wedbush analyst Dan Ives criticizes Michael Burry's bearish stance on Palantir Technologies, asserting that Burry's assessment is fundamentally flawed and overlooks the company's long-term potential [1][2]. Group 1: Analyst Commentary - Ives describes Burry's warnings as akin to "yelling fire in a crowded theater," emphasizing that Burry is misjudging Palantir's long-term trajectory [2]. - Ives highlights Palantir's recent earnings as "one of the best quarters… maybe ever in software," with results that appear almost unreal [2]. - He refers to Palantir as the "Messi Of AI," indicating a strong belief in the company's capabilities and future [2]. Group 2: Company Performance - Despite strong earnings, Palantir's stock experienced a sell-off, which Ives attributes to investors' short-term focus and an excessive concern with price-to-earnings ratios [2]. - Ives argues that Burry's focus on short-term metrics is a classic mistake, noting that many transformational growth stocks have been overlooked due to such short-sightedness [3]. - Ives points to Palantir's rapid growth in its U.S. commercial business, predicting it will become larger than the company itself within three years [3]. Group 3: Future Outlook - Ives compares Palantir's growth phase to that of Salesforce, Amazon's AWS, and Microsoft's services, suggesting it could become the next Oracle or Salesforce [4]. - He urges investors to value Palantir based on its future free cash flow trajectory, which is expected to expand significantly as its commercial business grows [5]. - Palantir has achieved a year-to-date return of 153.68% and a yearly increase of 273.05%, despite a recent decline in stock price [5].