Stock price when the opinion was issued
It reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.
Large spotlight on the company, which has created massive valuation run-up. However, believes company has enormous opportunity. Government demand for data analysis within the military very strong. Eventually the innovation within the military will eventually pass to the public - which will increase revenues. Is a good investment for the long term.