PLTR - Palantir: Defense Buy Of The Century

2024-05-07 09:24:10 ET

Summary

• Palantir beats expectations and raises guidance in Q1 earnings, despite a stock drop following an 8% rally.
• The company is accelerating growth, maintaining profitability, and forming key partnerships globally.
• Palantir's AIP technology and government contracts position it as a valuable asset in a world of escalating geopolitical conflict.

Thesis Summary

Palantir ( PLTR ) has just reported Q1 Earnings, beating expectations and raising guidance, but the stock is down 8% on the day, following an 8% rally the day prior.

I suggest investors ignore this volatility and focus on all the exciting highlights from the earnings....

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