To The Moon

Palantir helps big organisations — governments and companies alike — make sense of massive and complex datasets. They build platforms that allow users to visualise, analyse, and act on that data. The world is moving more and more in that direction, and Palantir is right in the mix.

Financially, Palantir has crossed important milestones: it’s generating real revenue, and its commercial business is growing. The profit side had been weak for many years, but there’s a sense now that the business model is maturing.

Why This Feels Like a “Keep It and Watch It” Stock

• If you believe that AI, big data, and analytics are going to be central to business and government decisions for years — this is the kind of company that might benefit.

• Because Palantir has both government and commercial exposure, it has multiple levers. That’s good for the long term.

• It’s already got momentum. The higher the baseline it builds from, the easier it is (theoretically) to continue growing.

Things to Keep in Mind

• Even though it’s doing well, it’s not an easy ride. At US $200+ a share, a lot of expectations are built in. So disappointments (even small ones) could hurt the sentiment.

• Growth might slow. As Palantir grows larger, maintaining very high growth percentages becomes harder.

• External factors: regulation, government contract changes, macroeconomic issues — all these could impact Palantir’s business more than some other tech companies because of its government ties.

My Take

All things considered, if you’re thinking long term (5–10 years or more), Palantir feels like a stock it makes sense to hold. It may not be the most conservative pick, but for someone willing to ride the growth and accept some bumps, it has a story that could play out well.

In simple terms: Palantir is one of those companies you buy and hold with patience. Don’t expect immediate fireworks every quarter, but if the trends continue, the payoff could be meaningful.

If you like, I can pull together how Palantir compares with a couple of other AI/data-analytics companies so you can see how it stacks up. Target $500 in 3-5 years !