$Palantir Technologies Inc.(PLTR)$
Microsoft $Microsoft(MSFT)$ wants to shore up its dod contracts too. This means Palantir and Lumen $Lumen Technologies(LUMN)$ . Their fiber optics network is read-set-go for large ai data backbone that Palantirs clients and most companies in the immediate future will require. Microsoft has already stacked lumen with its former execs, very likely getting them set up to be acquired by Microsoft. We’re looking at an interesting trifecta of defense between Palantir Microsoft and maybe Lumen.
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