Palantir Isn't Just an AI Story Anymore Palantir Technologies Inc. Class ABATS:PLTRblue039I waited for PLTR earnings to be released first before I wrote this and the numbers were exceptional. The numbers were very hard to ignore. Revenue: up 93% year over year, well ahead of Wall Street expectations, Adjusted EPS : $.041, beating analyst estimates of about $0.34-$0.35 US Govt. Revenue: up 90%, reflecting continued demand for defence and govt. solutions. US Commercial Revenue: +149% year over year to $764M, showing that AI adoption is spreading well beyond govt. customers. Full year revenue guidance: Raised to $8.15B-$8.16 Billion, signaling management expects momentum to continue. Revenue is the lifeblood of any business and when a company this large is nearly doubling sales year over year, it tells me demand isn't just strong, it is also accelerating. The AI narrative is no longer built on promises alone. Enterprises and governments are writing real checks for AI solutions that improve operations and decision-making. PLTR continues to strengthen its position as one of the leading enterprise AI platforms. It's biggest growth drivers include: AI Platform (AIP) Defense and national security contracts Enterprise AI deployments Healthcare Manufacturing Energy Supply chain optimization What it really started to impress me is the commercial business is becoming just as important as the government business. This reduces dependence on a single customer segment. I wouldn't try to perfectly time the stock but instead I will start: Buying in stages (dollar-cost averaging) Adding on meaningful pullbacks Letting the business compound over many years if the thesis remains intact I am bullish $PLTR. New ATH this year! PS. Always manage your risk.