Palantir remains one of my highest-conviction long-term holdings, and every pullback is an opportunity for me to keep collecting. My investment thesis has never been about chasing short-term momentum—it is about owning a company that is becoming critical AI infrastructure for governments and enterprises.

The main reason I stay bullish is Palantir's Artificial Intelligence Platform (AIP). Rather than simply offering AI models, Palantir helps organizations deploy AI into real-world operations across industries such as manufacturing, healthcare, defense, and finance. As enterprise AI adoption accelerates, I believe demand for platforms that securely integrate AI with business data will continue to grow.

Palantir's financials also strengthen my conviction. The company generates positive free cash flow, continues to improve profitability, and maintains a strong balance sheet. Meanwhile, its commercial business is expanding rapidly, complementing its stable government contracts. With sticky software and high switching costs, Palantir has the potential to compound revenue for years.

Although the valuation remains rich, I focus on execution rather than short-term price movements. As long as Palantir continues winning customers and expanding its AI ecosystem, I will keep dollar-cost averaging. AI is still in its early stages, and I believe Palantir is well positioned to be one of its long-term winners.

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