To The Moon

After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today.

One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government customers, while profitability and free cash flow have strengthened significantly over the past few years. More importantly, Palantir has demonstrated that its Artificial Intelligence Platform (AIP) is helping customers deploy AI solutions faster, creating a competitive advantage that is difficult for many software companies to replicate.

I also believe the market is still underestimating the long-term opportunity. As enterprises move beyond experimenting with AI and begin deploying it across their operations, demand for secure, scalable AI platforms should continue to grow. Palantir has already established strong relationships with governments, defense organizations, healthcare providers, manufacturers, and large enterprises, giving it a solid foundation to benefit from the next phase of AI adoption. Short-term valuation concerns may create volatility, but they don't necessarily weaken the long-term investment case.

Of course, I understand that PLTR isn't a cheap stock by traditional valuation metrics, and volatility should be expected. That's exactly why I'm using a dollar-cost averaging strategy instead of trying to perfectly time the market. By gradually building my position during pullbacks, I can manage risk while maintaining exposure to what I believe could become one of the biggest long-term winners in enterprise AI. For me, this isn't a short-term trade—it's an investment in the software layer that will power the AI economy for years to come.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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