$Palantir Technologies Inc.(PLTR)$ If you reset every public company at 20x forward earnings and asked me to pick one, it would be PLTR.
The financial trends they've delivered over the past few years have been incredibly impressive.
And they're not reliant on insatiable compute rental demand for their impressive trends to continue, unlike some other players in the public markets.
Why do they keep winning? It's pretty straightforward.
They've led AI app layer monetization because they've led AI app layer value creation. Just look at the boatload of quarterly customer case studies they provide, which feature dramatically better outcomes for their customers.
Simply put, Palantir delivers demand and cost benefits that leave customers wanting to do more with them. That's why net revenue retention is at 150%. That's why the video game-like numbers you see below exist.
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