Palantir: Massive AI Play with Strong Earnings and Global Expansion

2 months ago

"Number one, PLTR Palunteer. Palantir is the most impressive software company in the world, with a platform that can make you three times more efficient and 10 times more effective. Their latest earnings report knocked our expectations out of the park with strong government contracts, robust free cash flow of $141 million, and an expanding global total addressable market. Despite profit taking and short-selling noise from prominent figures, the fundamentals remain solid. This dip represents a massive opportunity on a multi-trillion-dollar journey, with long-term targets of $68 a share and a market cap of $1.38 trillion by 2030."

The host makes a high-conviction case for Palantir, citing impressive earnings, strong cash flow, and dual exposure to government and private sector markets. Despite short-term pressures from profit taking and bearish media, the long-term growth catalysts and market fundamentals make it an attractive trade.

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