PLTR to the Moon? More Like to the AI Multiverse!
We’ve seen a more than 600% increase since my first Palantir signal so let’s see what’s next
This past week has been tough for financial markets, with both the Dow Jones Industrial Average and the S&P 500 mostly trending downward.
Market uncertainty remains high, partly due to the ongoing concerns over former President Donald Trump’s tariff policies. However, in the two years before the 2018 tariffs were implemented, the market actually surged nearly 50%
Despite short term volatility, many experts remain unconcerned about the long term effects of these policies. While Q4 2024 earnings reports have led some analysts to adjust their outlooks on major tech stocks, others have taken a more optimistic stance.
A major takeaway from Q4 earnings is that most of the “Magnificent 7” tech giants responsible for much of the sector’s recent growth plan to ramp up their AI investments in 2025, as reflected in their increased capital expenditures.
Industry leaders remain committed to expanding and scaling AI initiatives, focusing on AI software stocks could be one of the best investment strategies for 2025. Wall Street has repeatedly underestimated the company, but with rising enterprise AI spending, Palantir stands to benefit significantly.
Palantir recently delivered outstanding earnings. The company reported a 45% increase in government revenue and a 64% surge in US commercial revenue, exceeding expectations in both earnings per share and overall revenue.
Palantir has played a key role in the AI Revolution, with its expanding use cases driving a larger partner ecosystem and increasing demand for enterprise scale, AI powered solutions, particularly commending the company’s Artificial Intelligence Platform (AIP)
While AI driven momentum has propelled Palantir’s stock up over 365% in the past year, the company isn’t always included in discussions about the highest growth AI stocks.
2025 is expected to be a pivotal year for agentic AI ,AI systems capable of making independent decisions and taking direct action. This next evolution of AI could bring a wave of autonomous agents, with Palantir positioned as a leader in the field. Palantir’s focus on operational AI agents, rather than just traditional large language models, gives it a distinct advantage.Unlike conventional AI systems, Palantir is working to develop autonomous solutions that enhance human decision-making at scale
We’ve seen a more than 600% increase since my first Palantir signal so let’s see what’s next
This past week has been tough for financial markets, with both the Dow Jones Industrial Average and the S&P 500 mostly trending downward.
Market uncertainty remains high, partly due to the ongoing concerns over former President Donald Trump’s tariff policies. However, in the two years before the 2018 tariffs were implemented, the market actually surged nearly 50%
Despite short term volatility, many experts remain unconcerned about the long term effects of these policies. While Q4 2024 earnings reports have led some analysts to adjust their outlooks on major tech stocks, others have taken a more optimistic stance.
A major takeaway from Q4 earnings is that most of the “Magnificent 7” tech giants responsible for much of the sector’s recent growth plan to ramp up their AI investments in 2025, as reflected in their increased capital expenditures.
Industry leaders remain committed to expanding and scaling AI initiatives, focusing on AI software stocks could be one of the best investment strategies for 2025. Wall Street has repeatedly underestimated the company, but with rising enterprise AI spending, Palantir stands to benefit significantly.
Palantir recently delivered outstanding earnings. The company reported a 45% increase in government revenue and a 64% surge in US commercial revenue, exceeding expectations in both earnings per share and overall revenue.
Palantir has played a key role in the AI Revolution, with its expanding use cases driving a larger partner ecosystem and increasing demand for enterprise scale, AI powered solutions, particularly commending the company’s Artificial Intelligence Platform (AIP)
While AI driven momentum has propelled Palantir’s stock up over 365% in the past year, the company isn’t always included in discussions about the highest growth AI stocks.
2025 is expected to be a pivotal year for agentic AI ,AI systems capable of making independent decisions and taking direct action. This next evolution of AI could bring a wave of autonomous agents, with Palantir positioned as a leader in the field. Palantir’s focus on operational AI agents, rather than just traditional large language models, gives it a distinct advantage.Unlike conventional AI systems, Palantir is working to develop autonomous solutions that enhance human decision-making at scale
Trade active
Palantir delivered a strong beat in Q1, with revenue climbing 39% year over year to $884 million, surpassing consensus by $22 million. U.S. commercial revenue was a standout, increasing 71% and now running at an annualized pace of $1 billion. This was partially offset by a 5% contraction in international commercial sales. Government revenue reaccelerated, growing 45% year over yearManagement raised full-year guidance across all key metrics, now projecting 36% revenue growth to $3.9 billion $ 147 million above prior estimates—and up to $1.8 billion in free cash flow.
CEO Alex Karp described demand as a “ravenous whirlwind,” pointing to unprecedented deal activity and rapid adoption of the company’s AIP platform. Total customers increased 39% YoY to 769, while U.S. commercial contract value surged 183% to $810 million. Palantir’s Rule of 40 score climbed to 83 (based on adjusted operating margin), reflecting a solid balance of high growth and increasing investment in headcount.
However, with the stock already up nearly 5x over the past year, expectations were extremely elevated. Shares pulled back following the report as investors reassessed valuation concerns and soft international trends. Nonetheless, Palantir’s traction in U.S. defense and enterprise AI markets remains a clear driver of its long term growth story
Trade closed: target reached
WikiLeaks : Palantir is engaged in a major expansion of the American surveillance stateSpyware company Palantir is engaged in large-scale data collection on American citizens, having taken on multiple contracts across Federal Government agencies with large holdings of private information.
A March 2025 Executive Order signed by Trump mandated all Federal Agencies to remove all barriers to intra- and inter-agency sharing of unclassified records. At the same time, the Administration is committing hundreds of millions of dollars to Palantir, a major intelligence contractor whose CEO Alex Karp told an investor call in February 2025: “Palantir is here to disrupt... and, when it’s necessary, to scare our enemies and, on occasion, kill them.”
Palantir's data analytics product 'Foundry' is already installed within four Federal agencies including the Health and Human Services Department and the Department of Homeland Security, with talks under way with other agencies including the IRS. Widespread deployment would give the Administration unprecedented warrantless access to the private records of everyone in the United States, whether they are suspects in a criminal investigation or not.
we hit all our new targets as well
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🟣MasterClass moonypto.com/masterclass
🟢Signal moonypto.com/signal
🔵News t.me/moonypto
⚪ t.me/moonyptofarsi
🟢Signal moonypto.com/signal
🔵News t.me/moonypto
⚪ t.me/moonyptofarsi
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.