Palantir: Multiple Fresh Growth Drivers Make This A Buy (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• 2025's outlook for AI applications software spending is positive, with a particular focus on curated data solutions that Palantir dominates.
• Palantir can eventually benefit from the $500 billion investment in the Stargate Project as enterprises increase AI workload spends after the data centers get built.
• A hiring spree in a key Palantir partner organization gives further confidence in an expanding ecosystem.
• Valuation multiples are re-rating in light of the growth catalysts. And the stock seems undervalued, given its potential to become as big as Oracle or Microsoft.
• The technicals are bullish, bouncing strongly off weekly support. A piece of a $22 billion US army contract is another opportunity up for grabs.

Read the full article here.