To The Moon

As the AI hype cooled and chip stocks began to pull back, many investors were left wondering: What’s next? For some, it felt like the party was over. But others believed the biggest trade was still ahead. $Palantir Technologies Inc.(PLTR)$

🏆 Check out these insane gains from Tigers:

• @Jason_LSE — locked in $300,000 in PLTR profits

• @David_Lim — up $69,000 on PLTR

Palantir: From Doubts to Breakout

Just a few quarters ago, Palantir was dismissed as hype-heavy and overvalued. But its Q3 earnings flipped that narrative.

• Revenue jumped 62.8% year-over-year — the fastest growth in several quarters, and accelerating sharply from Q1 to Q3.

• Its U.S. commercial revenue more than doubled, up 121% YoY, outpacing even its government business (+52%).

• Profitability is no slouch either: Gross margin hit 82.4%, and net income surged 219%, with EPS at $0.19.

This isn’t just a financial trick — it's a sign that Palantir’s platform is gaining traction. Customer loyalty is growing fast: its net dollar retention rate climbed to 134%, meaning existing clients are spending more and sticking around.

“Too Expensive”? Depends What You’re Paying For

Even with these numbers, Palantir remains controversial — especially on valuation.

At over 100x price-to-sales, many see the stock as priced for perfection. But for bulls, that premium comes with good reason. Palantir has now raised guidance three times this year and expects 53% revenue growth for 2025. Its net margins have stabilized above 40%, and the business model is shifting from one-off contracts to recurring, platform-like engagements.

Still, two key questions remain:

• Can it sustain this growth pace? And can it replicate its U.S. success in Europe and Asia?

• So far, the signs are promising. Its strategic partnership with Accenture hints at a broader vision — one that moves beyond defense into becoming a full-stack AI + software + consulting powerhouse.

👉So here’s the question for you:

What’s your PLTR story? Drop it in the comments

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