Sell PLTR by Aug 2, 2025.

While everyone’s focused on Nvidia as the most overvalued stock of this cycle, the real bubble is Palantir. Palantir is sitting at a price to sales ratio of 100, making it the most expensive large cap stock ever on a revenue basis. At an almost $300 billion market cap with 34% revenue growth and less than $3B in sales for all of 2024, the stock’s valuation is completely disconnected from its fundamentals. Here's a table of the most overvalued large …