Palantir: Buy The AI Goldmine (NASDAQ:PLTR)

Summary

• I am upgrading Palantir to 'Strong Buy' after blockbuster Q2 results, robust contract wins, and explosive AI-driven growth.
• PLTR's massive government and commercial contracts, expanding AI platforms, and strong execution justify its premium valuation and multi-year growth runway.
• Q2 revenue surged 48%, with U.S. commercial up 92.5% and government up 53%; margins, cash flow, and guidance all improved sharply.
• Valuation is high, but with accelerating growth, cash generation, and product innovation, I see Palantir as a top AI play despite execution risks.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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