Palantir’s £750 million deal and $2 billion investment in the UK probably mean that the downward-trending European sales curves are turning upwards. My bull scenario is that the Western alliance will deploy Palantir’s AI platform in more and more countries. At least NATO could be imagined adopting a unified system (Palantir) to manage its operations. NATO made a deal in the spring, and surely revenue will gradually start coming in from there. And surely the private sector in Europe will also start acquiring this best software.
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Here I want to share my own experiences and techniques for envisioning Palantir’s future.
Palantir is a stock that challenges investors differently at different stages. A couple of years ago, the cash flow turning positive was a clear bull sign. But today, I find the freshest bull signs elsewhere than in the earnings figures. Here I want to tell and share my experiences about the research I’m currently doing regarding Palantir. My research isn’t extraordinary. I listen to investor calls, look at quarterly figures, and on YouTube, I specifically watch Amit Kukreja’s Palantir weekly segments. And Emir M (@Em013L) makes what I consider the best Palantir calculation analyses on X.
All the sources I mentioned above provide a basis for understanding Palantir up to the previous earnings release. But that’s not enough for me; I look for bull signs weekly. I don’t look for bear signs, because many consider Palantir to be labeled a permanent bear - “because it’s terribly expensive.” But sufficiently strong bull signals “defeat” the bears. This year, I’ve started following a name on X, Gokarp (@PLTRs_Palantir). I think Gokarp is very much on top of things regarding Palantir. He digs up requests for proposals and orders concerning Palantir from the depths of the internet. He focuses on researching public procurements, because, just like in Finland, public procurements in the USA are, as their name suggests, public. Gokarp’s style is personal, and his values are clear. Following him requires a bit of dedication, because Palantir’s solutions are complex implementations, as ICT solutions that improve business or organizational processes always are. I’ll put one example below of what I mean. Such findings are raw material for me, from which important bull signals may form.
Below are two images related to the US Department of the Treasury’s need to acquire software to prevent tax evasion. I wouldn’t have the time or expertise to dig up such things. But Gokarp digs these up on X, doing immensely important and valuable groundwork for investors. He also briefly interprets the significance of his findings. In those, a couple of details are nicely highlighted, e.g., ‘sole source’ means that there is only one provider in the procurement, namely Palantir, capable of fulfilling the procurement, and the procurement size is a comfortable 100 million.
And Rocketmen (@iamrocketmen) had interpreted the content of the agreement, from which I was able to derive a very clear explanation of the entire procurement.
Now that I’ve written this, and thinking about other companies I follow, each company has its own thing that I monitor and from which I form an understanding of the company’s future. For smaller companies (for me, Palantir is still small), I ultimately have quite clear bull signals, now that I think about it. I should probably jot down a similar story sometime, perhaps about Planet and especially IonQ, meaning what exactly I follow in them, and how I pick out the bull signals.
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Yesterday’s drop in Palantir’s stock price was based on outdated information, according to which sensitive data would have been accessible due to a vulnerability. Palantir debunked the claim. Below is a related article from Yahoo Finance in Finnish:
and below is the same as the original article:
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In my opinion, this kind of report was timed well for someone who believes in the company, i.e., on a Friday. It remains to be seen if I made the right choice by acquiring more leveraged Bull certificates during this dip, but my thought on this timing is precisely that during the weekend when the stock market is closed, these more positive news items reach investors better, and they have the entire weekend to consider further actions (cf. quick selling decisions on Friday evening).
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Palantir is a pleasantly tricky company for an investor, as its valuation is almost the highest in the S&P500. The bull scenario is that Palantir’s software will break through the entire US administration, including the Ministry of Defense and NATO countries. Because of the bull scenario, an investor should always have their Palantir stockholding at its maximum. And a long-term investor may not protect their portfolio in any way. But I would like to open a discussion on how to generate that famous and highly desired alpha with Palantir, so that one could somehow anticipate the results of future quarters. I haven’t found anyone compiling a summary of Palantir’s government deals anywhere. However, all public procurements are public in the USA.
I asked Copilot: “where can I see software deals made by the US State Department with Palantir?”
I received, among other things, the following link as a response:
PALANTIR TECHNOLOGIES INC. | Federal Award Recipient Profile | USAspending
And behind the link, there is quite a lot of statistics:
This one is also quite good:
The past week has been quite a fireworks display of deals, at least in Gokarp’s X posts. But now it would seem wise to learn how to dig up those deals oneself.
Especially if and when Q3 is probably quite strong, it’s important to start understanding these Palantir public sector deals even better. Because at some point, even Palantir’s growth will start to slow down. And the increase in value will begin to fade. Was there any idea in this contemplation of mine?
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I ordered a fan cap from the Palantir shop. And it came with other things, including a pretty cool shoe bag.
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Nice cap and thanks for your many good analyses on this forum!
I got this cap for free from Eliano, who founded Palantir’s merch store, last year. My friend and I had agreed that he would order me a cap when Palantir hit $100, but the caps were out of stock at the merch store. I mentioned this to Eliano via X, after which he just asked for my details and sent the cap to Finland. 
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The link below leads to a rather long article about Palantir. It mentions, among other things, how Bank of America analyst Mariana Perez Mora believes the rise will continue and significantly raised the target price. According to her, Palantir stands out from competitors because its engineers work directly with clients and its software is built specifically around decision-making logic.
The article reiterates familiar things, such as how the company generates most of its revenue from government and defense contracts, but also how the commercial side is growing rapidly. Mora estimates that Palantir’s revenue could multiply during this decade, as the use of artificial intelligence becomes more widespread in both businesses and the public sector.
Still, some investors consider the stock too expensive, as its valuation is clearly higher than almost any other S&P 500 company, but enough has been said about this for now, although I don’t mean that it couldn’t be discussed, but perhaps with new arguments then.
The main message of the article seems to be that Palantir is considered a top company in artificial intelligence, but the stock price might already be at a pain threshold for the average investor.
The article doesn’t offer much new to those who have followed the company closely, but in itself, I think it’s a perfectly fine article, and at least for those of you who are now getting acquainted with the company. 
"Key Points
- Mariana Perez Mora at Bank of America recently raised her target price on Palantir to $215 per share, implying 17% upside from its current share price of $183.
- Mora says Palantir’s forward-deployed engineers and ontology-based software are key differentiators that should keep the company ahead of the competition.
- Palantir is a recognized leader in artificial intelligence and machine learning platforms, but it’s also the most expensive stock in the S&P 500 by a wide margin."
In short, whereas most analytics tools are built around data, Palantir designed its software around a decision-making framework. Chief Technology Officer Shyam Sankar told analysts on the second-quarter earnings call, “Our foundational investments in ontology and infrastructure have positioned us uniquely to deliver on AI demand.”
Indeed, Forrester Research ranked Palantir as the technology leader in its most recent report on artificial intelligence and machine learning (ML) platforms, awarding its AIP platform higher scores than similar products from Amazon, Microsoft, and Alphabet. And IDC ranked the company as the market leader in its latest report on decision intelligence software.
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Thanks for the reading tip @leemsegit. I decided to order the book and am now on page 42. I have tried to avoid Karp’s book in vain. I thought it was some kind of politically charged ideology. Based on 42 pages, it seems like a scientist’s analysis. I was wrong about Karp in that I thought he was a man who just spouted strong opinions. But the book is a strong, logic-based justification for Palantir’s mission. A brave book. Nvidia’s Jensen Huang gave a speech at some event a week ago, I don’t remember what it was, but I listened as Jensen listed a number of AI companies he considered important and best. And he didn’t mention Palantir at all. Based on these 42 pages, the reader is already smiling; of course, Jensen will no longer mention Palantir anywhere. I believe I will return to this book later on the forum.
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Below is a link to an article about how Palantir and OneMedNet are joining forces to leverage healthcare data. The companies are collaboratively building an AI-powered platform that can process vast amounts of medical imaging and patient data. OneMedNet’s network covers over 130 million clinical studies and 1,750 healthcare facilities.
The multi-year agreement also strengthens Palantir’s position in healthcare data analytics and supports its growth in regulated, security-conscious markets. After all, the company has previously collaborated with organizations such as the FDA and NIH.
According to the article, Palantir’s commercial sector is now performing strongly; for example, in the United States, revenue has grown by 93 percent annually, and customer numbers have increased by 64 percent.
The collaboration with OneMedNet is yet another strong indication for the company that its growth is no longer solely based on public sector contracts.
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Palantir’s Alex Karp says the company is involved in an AI arms race with competitors. Palantir and Lumen Technologies plan to use AI in Lumen’s communication network to make data flow more efficiently and securely.
Karp emphasized that proper infrastructure and functional models are essential to stay in the race. Lumen’s CEO Kate Johnson called the collaboration tremendous because it precisely combines fast data transfer and Palantir’s AI solutions.
Speaking about the agreement, Johnson called it an “incredible partnership.”
“We’re teaming up to deliver the holy grail for businesses,” she said. “It’s all about real-time intelligence, and you need two things to do that. You need to be able to move huge amounts of data from anywhere to anywhere, quickly, securely, effortlessly. And that’s what Lumen does. That’s our business. And you need, once you have that data, you need to be able to make sense of it. And that’s the AI platform that Palantir has.”
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Palantir and the Polish Ministry of Defense are strengthening their cooperation. This is one of many similar reasons why the stock market has recognized Palantir as a future winner. These AI platforms for armies are not easily changed. This is how decades-long partnerships are formed.
PTFB
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The Poland news I shared earlier also states that Poland wants to develop its own defense industry companies around the Palantir cooperation. One focus is likely the drone industry. News from the US today reported that Red Cat had met the US Army’s test requirements for an autonomous drone. This drone can thus operate completely without a signal; it positions itself directly from its environment. The software platform is Palantir’s Visual Navigation (VNav) Software.
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Jensen pumping Palantir 
Jensen: “This is probably the single most important enterprise stack in the world, the Palantir Ontology.”
https://x.com/amitisinvesting/status/1983227805065195573?s=46&t=DphvCJ5ktD9n8H4iVde4VA
Karp & Jensen interview: https://x.com/mikelongterm/status/1983245383045206279?s=46&t=DphvCJ5ktD9n8H4iVde4VA
In Karp’s words: ”Chips & Ontology”
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These two guys haven’t really appeared together during the era of modern AI (i.e., after autumn 2022), in my opinion. The AI train is just gaining more momentum.
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So, Q3 results are a bit soft for Palantir and NVIDIA, and the emphasis is on future prospects that are being built here? 
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Palantir grew strongly, especially in the United States, where both the public sector and corporate clients brought in significantly more revenue than before, and overall business continued to rise.
The company also made better-than-expected profits, and its profitability improved by adjusted metrics and otherwise. The value of service agreements grew, which indicates that customers trust the company’s products and want to continue cooperation in the long term.
CEO Alex Karp praised the performance and emphasized the importance of the AI solution AIP. According to him, the growth shows that the company is undergoing a strong transformation, and the direction is faster and more promising than before.
https://x.com/earnings_guy/status/1985453276389667006
https://x.com/StockMarketNerd/status/1985459342888313160
Company’s own materials
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Palantir’s results are the best among SaaS companies, ever. Only Nvidia has achieved similar results. I’ll probably come back to this later this week, now I have other things to do.
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Let’s put this here as a reminder of Palantir’s progress and direction, even after the results.
https://x.com/StockMKTNewz/status/1985461877145502146
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