$PLTR 20260515 120.0 PUT$ $PLTR PUT $120 | Over halfway there. Thesis intact. Sold the $PLTR 20260515 $120.0 PUT at $4.49. Now trading at $2.20. Unrealized: +51.03%. Position is healthy. Here's the full picture. Why Palantir at $120? Let me be direct — PLTR is not cheap by any traditional metric. It never has been. But that's not why I sold this put. I sold it because the business has crossed a line that most people haven't fully priced in yet. US Government contracts aren't going away. AIP — their AI platform for enterprise — is genuinely gaining traction with commercial clients. The demo days they run convert at a rate that almost no other enterprise software company can replicate. Revenue is growing. Margins are expa