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.
Stay away right now, stock's gone parabolic. Software services for US defense. Aligned with Trump allies, more defense spending, unique capabilities. Secretive on exactly what it does. Can't really sell its product globally.