To The Moon

Why I’m Feeling Bullish on Palantir Right Now

Palantir ($PLTR) has been making serious moves lately, and I believe these developments could set the stage for a breakout year. Let’s dive into the key reasons why I’m feeling bullish about the company’s trajectory:

1. Game-Changing Partnerships Like Anduril

The recent collaboration between Palantir and companies like Anduril underscores the power of coalition-building in the defense tech sector. This partnership is more than just a business agreement—it’s a strategic alignment of visionaries in AI, data analytics, and next-gen defense capabilities. By teaming up with like-minded companies, Palantir is positioning itself as a pivotal player in reshaping modern defense solutions, which could lead to greater influence in government contracts.

2. Coalition to Expand US Government Market Share

Palantir’s ability to create a coalition of private companies signals its ambition to secure a larger slice of the U.S. government defense budget pie. With increasing focus on national security and the critical need for cutting-edge technology in defense, Palantir’s emphasis on interoperability and collaboration could make it a cornerstone of defense infrastructure. This strategy not only diversifies its revenue streams but also strengthens its position as a trusted government partner.

3. Nasdaq QQQ Inclusion (Dec. 23)

Palantir’s upcoming inclusion in the Nasdaq-100 (QQQ) is another major milestone. This move signals institutional recognition of Palantir’s growing influence and financial strength. Inclusion in the QQQ opens the door to increased visibility and capital inflow as funds and ETFs tracking the index will now add Palantir to their portfolios. Historically, such inclusions have provided a boost to stock performance, as they signal confidence in the company’s long-term growth prospects.

The Big Picture

Palantir’s recent developments showcase a company that’s not just growing but evolving strategically. From private sector partnerships to government expansion and mainstream index inclusion, Palantir is playing the long game in a way that feels calculated and forward-thinking.

As the demand for AI-driven solutions and secure data platforms continues to rise, Palantir’s focus on innovation and partnerships could translate into sustained growth. For those tracking the intersection of technology, defense, and government spending, Palantir might just be one of the most exciting players to watch.

I’m bullish—what about you?

#LFG[666]