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Summary
- Palantir’s stock has surged recently, driven by commercial revenue growth, margin improvement, and potential mass adoption in AI, despite concerns about overvaluation and stretched technicals.
- Palantir’s unique technology, large addressable market, and potential for margin expansion position it similarly to NVIDIA’s pre-AI revolution phase, suggesting significant upside.
- With a potential target price of $100, Palantir could more than double, reflecting its unappreciated potential and substantial market opportunity.
- I am James Foord, an economist with a global approach to investing. I lead the investing group The Pragmatic Investor where the focus is on building a robust and truly diversified portfolios that will continually preserve and increase wealth.
