Why Customer Concentration Matters More Than Revenue Growth
Strong revenue growth can mask structural dependency. Palantir’s latest 10 Q shows why customer concentration and government exposure still matter more than headlines suggest.
Risk analysis
Palantir is growing fast, but the risk is still concentrated
Palantir’s revenue growth looks strong, but a closer look at its 10-Q reveals where structural risk still sits. Customer concentration, government dependency, and long-term commitments don’t show up in headlines, but they matter.
This balance-sheet risk is hiding behind NVIDIA’s explosive growth
NVIDIA’s revenue growth looks unstoppable, but the latest 10-Q reveals a balance-sheet risk hiding beneath the headlines. Inventory dynamics tell a more fragile story.