$PLTRPalantir Technologies Inc. Class ABATS:PLTRTheMoney_AssociationAs Colombia prepares for its incoming president, I believe the country could become an important test case for renewed U.S.-Colombia security cooperation. The new administration has campaigned on a tougher anti-cartel approach and stronger security ties with Washington, which could increase demand for intelligence, surveillance, and data-driven operations. If that translates into expanded government technology spending, companies like Palantir (PLTR) could be well positioned, given their focus on defense, intelligence, and law enforcement software. This is a macro thesis I’m watching not a prediction and I’ll be monitoring government contracts and security partnerships over the coming months before changing my outlook.