$PLTR is almost my entire portfolio.

Here are 18 reasons why I am extremely confident:

1. Palantir is becoming increasingly faster in acquiring new customers with Bootcamps. AIP Now will make it even faster.

2. Geopolitical tensions push the need for AI in Defense spending.…

$PLTR is perfectly aligned with its analysts' target price.

No upside left, they say.

Who bets they will upgrade target prices after Q1?

$PLTR Q1 contractual activity was intense.

Is Government set to accelerate?

Contracts you need to know before the earnings release:

• $650mn notional contract with the US Gov. until 2029 (unclear if sole winner).

• $178mn over two years TITAN contract for the first 10…

$PLTR is the cheapest AI company 🤣

Just announced:

On May 7, $PLTR CEO Dr. Karp will join Special Competitive Studies Project Chair, Dr. Eric Schmidt and Deputy Director of CIA, David S. Cohen for a conversation on The Future of Geopolitics and the Role of Innovation and Technology.

Why $PLTR will dominate AI:

The DIU website reports the selected companies will cooperate to develop the RCV program, I don’t think Palantir and Anduril are actually competing 🤷‍♂️

$PLTR partners with Oracle to Deliver Mission Critical AI Solutions to Governments and Businesses.

Learn more 👇

$PLTR NEW DEFENSE FLAGSHIP DEAL 🔥

Palantir has been selected by the US Army and Defense Innovation Unit as a software system integrator on the Ground Vehicle Autonomous Pathways project.

► Prototyping the integration of disparate hardware and software tech for the…

$PLTR customer count is growing 2x faster than Revenues.

Each client generates significant Revenues after ~2/3y.

Will Revenue accelerate?

$PLTR

It’s been one helluva week for cocaine dealers ❄️

Dude posted this as an April fools joke.
I think it won't age well, we shall see.
Bookmarked.

$PLTR things I know for sure:

1. 20x Sales is 'expensive', doesn't mean overvalued.
2. 20% expected growth from analysts is conservative.
3. AIP has market fit and clients love it
4. AIP bootcamps are transforming the financials
5. The real impact will by in ~2y (clients scale).…

$PLTR Bullets #71 is out:

► Ukraine Gov Expansion;
► EU Government Deal;
► The Secret Weapon.

Mentioned: Ted Mabrey Either_Square Keith Fitz-Gerald CodeStrap Chad amit

palantirbullets.com/p/egregiously-…

$PLTR x Tampa Hospital: new deal soon?

'We look forward to deepening our partnership with Palantir to double down on our data and analytics strategy.'

Karpetto strikes.

Great talking with Felix & Winston 🐶 and Arny Trezzi on $pltr 2025 and deep dive into AIP rollout!

NEW Vid youtu.be/e_B8scOsIPE

$PLTR is “UKRAINE’S SECRET WEAPON.”

The Times and The Sunday Times dropped a new article disclosing precious detail on Palantir’s contribution.

Learn more 👇

Mike Palantir $WBA CEO Tim Wentworth just told me on air that he met with Karp last week.