If you haven`t bought PLTR before the massive rally:
Palantir Technologies (PLTR) is proving it’s more than just another AI hype play — it’s becoming a core piece of the secure AI infrastructure for governments and large enterprises worldwide.
Key Bullish Arguments
1) Strong Government Moat
PLTR’s deep relationship with the U.S. government, NATO, and allies provides sticky, long-term revenue streams. In an age of geopolitical tension, this is exactly the type of mission-critical AI spending that stays funded.
2) Expanding Commercial Footprint
The commercial segment is no longer a side project. Palantir’s Foundry and Apollo platforms help enterprises deploy AI at scale — securely, in-house, and without sending sensitive data to open systems. Recent deals in healthcare, energy, and critical infrastructure show they’re broadening their customer base.
3) Profitability & Balance Sheet
Palantir is GAAP profitable for six consecutive quarters, with strong free cash flow and zero debt. For a growth stock in AI, this gives it rare staying power if macro conditions tighten.
4) Technical Strength
The stock broke out above ~$125–$130 support and is now testing key resistance in the $140–$148 range. Weekly momentum remains bullish, and institutional accumulation (A/D line) remains strong.
5) AI Tailwinds Remain
While the general AI trade has cooled for some names, PLTR’s unique moat in secure and domain-specific AI makes it more defensible than generic “AI SaaS” stocks. New contracts or AI platform updates could reignite momentum this summer.
Possible Summer Catalysts
New multi-year government deals — especially in defense and cybersecurity.
Major commercial partnerships — especially in healthcare or energy.
AI platform upgrades — more integrations with LLMs or domain-specific AI.
Inclusion in AI-focused ETFs — or further index rebalancing inflows.
Disclosure: I am part of Trade Nation's Influencer program and receive a monthly fee for using their TradingView charts in my analysis.
Palantir Technologies (PLTR) is proving it’s more than just another AI hype play — it’s becoming a core piece of the secure AI infrastructure for governments and large enterprises worldwide.
Key Bullish Arguments
1) Strong Government Moat
PLTR’s deep relationship with the U.S. government, NATO, and allies provides sticky, long-term revenue streams. In an age of geopolitical tension, this is exactly the type of mission-critical AI spending that stays funded.
2) Expanding Commercial Footprint
The commercial segment is no longer a side project. Palantir’s Foundry and Apollo platforms help enterprises deploy AI at scale — securely, in-house, and without sending sensitive data to open systems. Recent deals in healthcare, energy, and critical infrastructure show they’re broadening their customer base.
3) Profitability & Balance Sheet
Palantir is GAAP profitable for six consecutive quarters, with strong free cash flow and zero debt. For a growth stock in AI, this gives it rare staying power if macro conditions tighten.
4) Technical Strength
The stock broke out above ~$125–$130 support and is now testing key resistance in the $140–$148 range. Weekly momentum remains bullish, and institutional accumulation (A/D line) remains strong.
5) AI Tailwinds Remain
While the general AI trade has cooled for some names, PLTR’s unique moat in secure and domain-specific AI makes it more defensible than generic “AI SaaS” stocks. New contracts or AI platform updates could reignite momentum this summer.
Possible Summer Catalysts
New multi-year government deals — especially in defense and cybersecurity.
Major commercial partnerships — especially in healthcare or energy.
AI platform upgrades — more integrations with LLMs or domain-specific AI.
Inclusion in AI-focused ETFs — or further index rebalancing inflows.
Disclosure: I am part of Trade Nation's Influencer program and receive a monthly fee for using their TradingView charts in my analysis.
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Related publications
Disclaimer
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Private SIGNALS patreon.com/PremiumOptionsSignals
Trading COURSE bit.ly/tradex
RESULTS bit.ly/TG10x
TradeNation bit.ly/t10X
CRYPTO partner.bybit.com/b/37880
BUY-SELL INDICATORS tradingindicators.store/
Trading COURSE bit.ly/tradex
RESULTS bit.ly/TG10x
TradeNation bit.ly/t10X
CRYPTO partner.bybit.com/b/37880
BUY-SELL INDICATORS tradingindicators.store/
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.