I was dead wrong with Palantir in my three previous articles. With the broader markets on track to recover back to all-time highs prior to the tariff selloff, stocks with sky-high valuation ratios are thriving. Palantir's growth story remains intact. Q1 results show strong momentum in the US commercial segment, driven by large enterprises adopting the AIP platform.
Bears fixate on valuation multiples, ignoring that Palantir monetizes more like infrastructure than traditional seat-based SaaS. Bears misapply SaaS multiples to Palantir, ignoring its infrastructure-like margins, lock-in, and protocol economics. Slow onboarding isn't a weakness, it's a strategic moat that compounds data, automation, and monetization over time.
Owning Palantir is a wild ride, and so some investors have turned to covered call funds to help "smooth it out." There are major problems with this strategy, and I say this as a Palantir perma-bull. Palantir is too volatile for covered call funds like PLTY and PLTW to be suitable for most income investors.
For more than three decades, investors have consistently had a game-changing innovation or next-big-thing trend to captivate their attention. Over the last two-plus years, artificial intelligence (AI) has been the innovation investors simply can't get enough of.
Palantir Technologies Inc. NASDAQ: PLTR continues to make bullish headlines that positively impact the company's stock price. One of the most recent headlines was that Fannie Mae OTCMKTS: FNMA launched its AI-powered Crime Detection Unit and announced that Palantir would be a key technology partner.
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