To The Moon

YES YES YES BOIZ... keep this PLTR as long as we can. 

Why one might invest (bull case)

Here are several arguments in favour of considering PLTR:

(A) Large & growing addressable market

• The enterprises/governments are increasingly working with big data, AI, analytics, cyber/defence. Palantir is already entrenched in the “mission-critical” category of software, which is harder to displace.

• The shift from bespoke systems to scalable SaaS/analytics/AI platforms gives potential for growth in the commercial side.

• They’re increasingly tapping into the AI wave: For example, they launched AIP (their AI Platform) to integrate large-language-models, structured/unstructured data, secure environments. 

• They raised their full‐year 2025 revenue guidance (in recent news) due to strong demand in both government and commercial sectors. 

(B) Strong competitive positioning & moat potential

• Their roots in government/defence give them a kind of “trust/credibility moat” (security, classification, scale) which is harder for typical enterprise software vendors to replicate quickly.

• Because their platforms are integrated, mission-critical and deeply embedded (especially in government use-cases), the switching costs may be high.

• Their dual presence in government + commercial gives some diversification and optionality.

(C) Revenue growth & profitability trajectory

• Recent results: for example, it was reported in Q2 2025 they delivered about US$1 billion in revenue and beat expectations. 

• The raise in full year 2025 guidance to about US$4.14–4.15 billion suggests growth momentum. 

• The move toward recurring revenue (SaaS/analytics) in commercial might improve margins over time.

(D) Strategic partnerships & ecosystem effects

• They are forming/improving partnerships with cloud providers, other enterprise software players, etc., which helps scale commercial uptake. Eg, mentioned in some sources. 

• Government contracts (e.g., large multi-year deals) help provide recurring backbone revenue and credibility; I saw mention of a ~US$10 billion contract with the U.S. Army in recent news. 

(E) Thematic tailwinds

Given the rise of AI, security, data analytics, digital transformation, Palantir is sitting at a thematic sweet-spot:

• Governments increasing spending on defence, intelligence, AI.

• Commercial enterprises needing better data/AI infrastructure.

• Hybrid cloud, edge computing, etc.