Palantir is near breakout and many bullish fundamentals, including: Strong cash flow No debt 124% net dollar retention shows that it is adding and keeping customers on both sides of its business. However, with PLTR stock nearing its ATH, valuation concerns are coming to the forefront. There’s no way to spin the company’s strong fundamentals as a justification for its current stock price. Investors usually pay a premium for technology stocks. They might need to look back at Amazon.com Inc (NASDAQ:AMZN). to find a company that grew into a massive valuation. Palantir bulls might argue that AIP is to Palantir what AWS has been to Amazon.

As a leading player in the AI infrastructure built upor upgrade, Palantir has become a credible partner for anyone looking to get a pie of public sector business. Partnering with Accenture who herself has a long history of working relationship with the US govt will provide a much wider and stronger value from solution offerings perspective. Moving from product-centric to solution based offers, Palantir will have change and sametime up her gameplay with a wider scope of services. Their customers don't need to face the challenge of building technical expertise to deploy and maintain, and can now outsource these roles to Accenture who is deemed a global systems integrator with wide ranging skillsets to take on the job. In my opinion this partnership gives investors the confidence to

$S&P 500(.SPX)$  Being traditionally a month where relatively good discount will appear, the macronomic headwinds or tailwinds could surface from the presidential election narratives ranging from party manifestos presented to hot-button issues debated. If all goes well with measures and policies that can contain inflationary pressure in the next few years, it wil turn the table around for September. I don't think past history will dictate the future course especially when it can be difficult to predict market behavior. This month will be in great focus given the volatility trending higher. 

I all depend how the election rhetoric goes. If the big guys have room to go further, we may see some recovery from the support