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Posted by
Two Blokes Apr 16 -
Filed in
Stock
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NATO's MSS deal signals Palantir Technologies Inc.'s role as core AI infrastructure for Western defense; 129 Q4 deals, $1.73B backlog, and 40% YoY growth validate long-term recurring revenue trajectory. At ~60x sales, PLTR stock trades like a strategic asset, not a standard SaaS; its tech moat and alignment with rising global defense AI demand justify a $120 18-month PT. Risks include Taiwan, Iran, and China-EU tensions, but conflicts may accelerate demand; Palantir's quasi-monopoly in democratic security tech offsets cyclical macro and procurement slowdowns.
