Shay Boloor explains why BigBear.ai ($BBAI) is not the next Palantir—and why investors need to understand the key differences between the two.
Shay points out that while both companies touch predictive analytics and data integration, Palantir’s commercial momentum and valuation are justified, whereas BigBear remains primarily a government-focused player with minimal top-line growth.
🚨 BigBear’s revenue growth is only 2%–5%
📉 Multiple recent CEO changes raise red flags
🔥 AI momentum is driving BigBear’s short-term pop—but it’s likely just that: short term
Shay says BigBear might have a place as an acquisition target someday, but for now, it’s just a trade, not a long-term thesisdaily-rip-live-nltdz_co….
💬 Are you trading $BBAI for the AI bounce? Or staying on the sidelines? Drop your thoughts below.
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