$Palantir Technologies Inc.(PLTR)$ $Microsoft(MSFT)$ I see Palantir as the top AI play, driven by its product superiority, strong "Rule of 40," and robust commercial growth.
Palantir beat expectations on both revenue and EPS, with US Commercial Total Contract Value growing 152% year-over-year, highlighting the company's success in scaling its business and signing new contracts.
Palantir's Rule of 40 score of 64% surpasses most other AI companies, demonstrating its effective monetization of scalable AI applications.
Palantir has announced pivotal partnerships, including collaborations with GE Aerospace and Microsoft, which I expect to further accelerate the company's growth and scalability in the AI sector.
I am doubling my position in Palantir, rating it a "STRONG BUY" with a target of 5X from current price levels.
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