KKLEE
06-04
$Palantir Technologies Inc.(PLTR)$  Palantir (NYSE: PLTR) just hit new highs — again. The stock has been on a tear in 2024, rising over 50% YTD. Bulls are back, AI is still hot, and the retail crowd is chanting “To the moon!”

But can it double again in 2025?

Let’s break it down.

🔍 Palantir 2.0 — The Bull Case

This isn’t the old Palantir that relied on government contracts and mystique. This is a rebranded, aggressive, and enterprise-hungry version that’s finally proving it can scale commercial revenues.

Here’s what bulls love:

AI gold rush: Palantir’s Foundry and AIP platforms are being adopted across healthcare, energy, finance, and manufacturing. Their pitch? Plug-and-play AI at enterprise scale — faster than rivals.

Strong fundamentals: Consecutive quarters of profitability, free cash flow, and improved operating margins are winning Wall Street respect.

Sticky contracts: High retention, long-term clients, and massive defense deals keep revenue visibility solid.

Global expansion: From Europe to the Middle East, Palantir is becoming a go-to name for AI-driven decision-making.

📈 Why a 2x Is Possible

From current levels, a 100% move would mean strong momentum and investor conviction, but it’s not outlandish.

AI mania still underpriced: Compared to Nvidia or Microsoft, Palantir still trades at a fraction of their multiples.

Retail power: PLTR is a favorite among Reddit, Fintwit, and TikTok investors. When it runs, it attracts momentum like few others.

Institutional love returning: Funds once skeptical are now revisiting Palantir thanks to consistent earnings and forward guidance.

Optionality from government wins: Ukraine, NATO, Pentagon — any new major contract could trigger another leg up.

⚠️ What Could Go Wrong?

Even the most passionate PLTR holders should stay grounded.

Valuation: After such a run, Palantir is priced for perfection. Any earnings miss could punish the stock.

AI fatigue: If the market shifts from growth to value or tech rotation sets in, high-multiple stocks like PLTR could get hit.

Execution risk: Can Palantir scale to thousands of customers without losing its high-touch, bespoke service edge?

💬 Investor Sentiment Check

Right now, the sentiment is tilted bullish:

Options flow shows heavy call buying.

Analysts are slowly upgrading targets, though some remain cautious.

Online chatter remains overwhelmingly positive, with “PLTR" trending among bulls.

🧠 What to Watch Next

Next earnings call: Revenue growth in commercial, not just government, will be key.

New partnerships: Any deals with S&P 500 companies or major international governments could unlock new upside.

AI competitor moves: Watch what companies like C3.ai, Microsoft, and Oracle are doing — any stumble by rivals = tailwind for PLTR.

🎯 Verdict: Can It 2x Again?

If market tailwinds hold, and Palantir keeps executing on both AI demand and enterprise expansion, then yes — a 2x is on the table.

But it won’t be easy. You’ll need patience, conviction… and maybe a helmet for the volatility.

🚀 Are you in for the ride? Or is this a good time to lock in gains?

One thing’s clear — Palantir isn’t just surviving the AI wave. It’s aiming to lead it.

And if that happens… 2x might just be the beginning. 🧠💥

Palantir Secures £1.5B UK Deal: Up 134% YTD! Still Room to Run?
UK will significantly increase purchases of Palantir Technologies (PLTR) data analytics software, with the U.K. military committing over $1 billion over five years, extending an earlier deal, according to Bloomberg. Following the news, Palantir shares rose 5.1% to close at $176.97. Year-to-date, the stock is up about 134% in 2025, though it remains below its all-time high of $190 on August 12. 👉 With continued government adoption and long-term contracts, could Palantir sustain its strong 2025 rally, or is a consolidation phase likely?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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