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04-11

ita a nice price, especially after not seeing this for quite some time 

Palantir Drops Post Q1 Beat: Lofty Valuation = Fall More?
Palantir fell 2% after hours despite Q1 results beating consensus and raising full-year guidance, with CEO Alex Karp describing U.S. business as "erupting" on the earnings call. AIP platform penetration across commercial and government segments continues to outperform, prompting institutions to reposition the stock as strategic AI infrastructure; Oppenheimer previously cited 40% upside driven by expanding government contract pipeline. With software sector valuations broadly under pressure, how much valuation premium does Palantir have left to defend?
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