Great write up. I agree, valuation is nuts. Pure FOMO. But ........ sometimes you just have to get on the gravy train. Just need to get off before it derails!
the US Army $1B/year contract is insane, and given no customer makes up more than 10% of total revenue, it seems the market might still be underestimating Palantir revenue growth for 2026.
Wild quarter from Palantir — the growth in both US commercial and government segments is just insane, and the contract wins are massive. The execution is clearly world-class, but at a P/E north of 500, the stock feels like it’s priced above perfection. If they can keep compounding at this pace for years, bulls will look brilliant… but there’s zero margin for error here.
Great write up. I agree, valuation is nuts. Pure FOMO. But ........ sometimes you just have to get on the gravy train. Just need to get off before it derails!
Also, sometimes the gravy train takes way longer to derail than most think, and in the rarest of cases, it never derails.
the US Army $1B/year contract is insane, and given no customer makes up more than 10% of total revenue, it seems the market might still be underestimating Palantir revenue growth for 2026.
Wild quarter from Palantir — the growth in both US commercial and government segments is just insane, and the contract wins are massive. The execution is clearly world-class, but at a P/E north of 500, the stock feels like it’s priced above perfection. If they can keep compounding at this pace for years, bulls will look brilliant… but there’s zero margin for error here.
https://open.substack.com/pub/techitalt/p/palantir-just-had-its-ai-breakthrough?r=5jmutn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true