$Palantir Technologies Inc.(PLTR)$ Palantir is at a $300B market cap and moving toward $400B. AIP is becoming the real enterprise operating system. Their commercial revenue now rivals government revenue. Bootcamps are driving rapid deal closures. Western defense lock-in looks permanent, and their patents plus cell-level security build a deep moat.
Can they hit $400B? Given the growth and margins, it seems possible if AI spending holds.
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