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Disclosure: The author holds a long position in PLTR.
Palantir is consolidating the AI operating system for defense and regulated industry—agentic decision software + forward‑deployed distribution—compounding into a trusted, high‑margin standard across NATO/US gov and Fortune 2000.
Non‑linear upside from defense OS (NATO/UK/US), Boeing‑scale industrial wins, and agentic AIP monetization. If revenue reaches ~$30B with elite margins and trust moat, a ~$1T cap (2–3x) by 2030 is feasible despite today’s premium.
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