Last year Palantir Technologies was the single best-performing stock in the S&P 500, rising 340%. The software company has been on a tear lately, too, in no small part because key backers like Peter Thiel, who cofounded the company and is its largest individual shareholder, have Trump’s ear. 

That said, the stock could be seen as a bit overheated, given that it’s trading at a price-to-forward earnings ratio of 180x, which has some seeing only downside.  Where do you see it going this year?  Is it crazy to buy at these levels?

 #Artificial Intelligence 

https://finance.yahoo.com/news/analysts-split-palantir-technologies-inc-021735573.html

Analysts Split on Palantir Technologies Inc. (PLTR): Jefferies Sees 65% Downside, While Wedbush Remains Bullish on AI Growth

Artificial Intelligence

Last year Palantir Technologies was the single best-performing stock in the S&P 500, rising 340%. The software company has been on a tear lately, too, in no small part because key backers like Peter Thiel, who cofounded the company and is its largest individual shareholder, have Trump’s ear.   That said, the stock could be seen as a bit overheated, given that it’s trading at a price-to-forward earnings ratio of 180x, which has some seeing only downside.  Where do you see it going this year?  Is it crazy to buy at these levels?   #Artificial Intelligence   https://finance.yahoo.com/news/analysts-split-palantir-technologies-inc-021735573.html

Nate

The North Atlantic Treaty Organization said Monday that it had struck a deal with Palantir to buy artificial intelligence software that will improve the organization’s ability to process intelligence for military operations.
Palantir stock rose 4.6% after the announcement Monday, compared with less than 1% for the Nasdaq Composite index. Contracts with public sector clients like military departments and intelligence agencies have been an important driver of Palantir’s growth. U.S. government revenue rose 30% to $1.2 billion in 2024, compared to 29% growth overall.

https://shape.nato.int/news-releases/nato-acquires-aienabled-warfighting-system-?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

The North Atlantic Treaty Organization said Monday that it had struck a deal with Palantir to buy artificial intelligence software that will improve the organization’s ability to process intelligence for military operations. Palantir stock rose 4.6% after the announcement Monday, compared with less than 1% for the Nasdaq Composite index. Contracts with public sector clients like military departments and intelligence agencies have been an important driver of Palantir’s growth. U.S. government revenue rose 30% to $1.2 billion in 2024, compared to 29% growth overall.  https://shape.nato.int/news-releases/nato-acquires-aienabled-warfighting-system-?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

SHAPE is responsible for planning and execution of all NATO operations and Allied Command Transformation (ACT) responsible for NATO's transformation.

NATO acquires AI-enabled Warfighting System

Palantir: The Time Machine of Modern Decision-Making and a Future Trillion-Dollar Giant $PLTR

Palantir is poised to see the same level of success in the commercial sector as it has in government, solidifying its position as arguably the most important company to the U.S., its allies, and the Western world. The company has played a pivotal role in national security and crisis management, from aiding in the capture of Bin Laden to distributing COVID-19 vaccines. Its technology has been indispensable in modern warfare, with Ukraine and Israel relying on Palantir—and Anduril—for battlefield intelligence and strategic advantage.  

For decades, the U.S. government has turned to Palantir for its most critical missions, and that reliance is only growing. As wars become more tech-driven, with AI-powered drone warfare on the horizon, Palantir’s role will be even more essential. However, its commercial potential is equally vast. Palantir’s AI-driven analytics are transforming industries like healthcare, defense, and logistics, with use cases expanding across every sector. Major organizations are sitting on decades of untapped data, and Palantir functions as a "time machine," enabling companies to easily access, analyze, and operationalize this information. Whether in government or business, Palantir is becoming the backbone of modern decision-making. If executed perfectly, Palantir will likely join the ranks of the Mag 7 and become a member of the trillion-dollar club.

https://x.com/tigerh11d/status/1896215129261244858?s=46

Palantir: The Time Machine of Modern Decision-Making and a Future Trillion-Dollar Giant $PLTR  Palantir is poised to see the same level of success in the commercial sector as it has in government, solidifying its position as arguably the most important company to the U.S., its allies, and the Western world. The company has played a pivotal role in national security and crisis management, from aiding in the capture of Bin Laden to distributing COVID-19 vaccines. Its technology has been indispensable in modern warfare, with Ukraine and Israel relying on Palantir—and Anduril—for battlefield intelligence and strategic advantage.    For decades, the U.S. government has turned to Palantir for its most critical missions, and that reliance is only growing. As wars become more tech-driven, with AI-powered drone warfare on the horizon, Palantir’s role will be even more essential. However, its commercial potential is equally vast. Palantir’s AI-driven analytics are transforming industries like healthcare, defense, and logistics, with use cases expanding across every sector. Major organizations are sitting on decades of untapped data, and Palantir functions as a "time machine," enabling companies to easily access, analyze, and operationalize this information. Whether in government or business, Palantir is becoming the backbone of modern decision-making. If executed perfectly, Palantir will likely join the ranks of the Mag 7 and become a member of the trillion-dollar club.  https://x.com/tigerh11d/status/1896215129261244858?s=46

Palantir: The Time Machine of Modern Decision-Making and a Future Trillion-Dollar Giant $PLTR  Palantir is poised to see the same level of success in the commercial sector as it has in government, solidifying its position as arguably the most important company to the U.S., its

TigerHdx on X: "Palantir: The Time Machine of Modern Decision-Making and a Future Trillion-Dollar Giant $PLTR  Palantir is poised to see the same level of success in the commercial sector as it has in government, solidifying its position as arguably the most important company to the U.S., its" / X

Sam Mendoza

Palantir CEO cracks me up. 🤣

 #DANK MEMES

DANK MEMES

Palantir CEO cracks me up. 🤣   #DANK MEMES

Todd Smith

Palantir stock tumbles: Following news reports about major cuts to US military funding in the works at the Department of Defense, data analytics software company Palantir saw its stock price dip by around 10% on Wednesday, and another 8% today. Defense Sec. Pete Hegseth told Pentagon leaders he plans to cut 8% in US defense spending each year for the next five years. Palantir reported a 36% year-over-year revenue bump in Q4 2024, mainly due to US gov’t contracts.


https://fortune.com/2025/02/20/palantir-stock-price-us-military-pentagon-budget-cuts/

Palantir stock tumbles: Following news reports about major cuts to US military funding in the works at the Department of Defense, data analytics software company Palantir saw its stock price dip by around 10% on Wednesday, and another 8% today. Defense Sec. Pete Hegseth told Pentagon leaders he plans to cut 8% in US defense spending each year for the next five years. Palantir reported a 36% year-over-year revenue bump in Q4 2024, mainly due to US gov’t contracts.   https://fortune.com/2025/02/20/palantir-stock-price-us-military-pentagon-budget-cuts/

The software company with close ties to the U.S. military saw its stock plummet by double digits in less than two days.

Palantir stock soared 600% on deportation policies, AI, and its contracts with the U.S. military—but Trump sent it spiraling after a call to slash costs at the Pentagon

now’s a good moment to check in on why people think Palantir is, much like its inspiration in “The Lord of the Rings,” full of great and terrible potential.

Nate

A group of likeminded people in The Most Important Thing are talking about this.