I believe Palantir’s
$Palantir Technologies Inc.(PLTR)$ rebound has real substance behind it. The NATO deal is a strong signal that its AI technology is being taken seriously in critical defense applications. In a shaky market, companies tied to defense and security tend to hold up better, and Palantir has shown impressive resilience while others pulled back.
That said, the valuation is definitely stretched, and I’m cautious about chasing it too aggressively. I’ve trimmed some profits but continue to hold a core position, especially given the long-term potential in both government and commercial AI adoption. Insider selling and potential budget cuts are red flags I’m watching closely.
My outlook remains optimistic but measured. I’ll stay on board unless market sentiment turns sharply or fundamentals shift. Palantir is in a unique position — and while it’s not without risks, I believe its story still has room to play out.
@TigerClub @Tiger_comments @TigerStars 
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