Palantir Technologies Inc. (PLTR)
‘We're the peace activists': my surreal, soul-sucking day at Palantir's first AI warfare conference
America's military industrial complex took center stage at AI Expo for National Competitiveness, where a fire-breathing panel set the tone
Palantir: Fears Have Likely Peaked, Time To Turn Bullish (Rating Upgrade)
I warned about Palantir stock's "irrational exuberance" in March. PLTR then fell into a bear market through its recent lows. Palantir's recent guidance likely disappointed investors who craved more. Palantir's boot camp-driven AI sales cycle is still nascent, although robust.
Palantir: Bootcamps Continue To Drive Strong U.S. Sales
Palantir's revenue growth is driven by its commercial segment, which is growing at a faster rate than its governmental segment. The U.S. commercial market is experiencing supercharged growth rates, while the growth rate of the U.S. government segment is only slightly above the general governmental revenue growth rate. Bootcamps have been successful in driving customer conversions and accelerating the monetization process, leading to significant growth in the U.S. commercial segment.
