Deep Research2
🔒 Members only- 2026.06.24📄 Investment memo
Palantir: Can Growth Outrun a 30x Sales Price?
Institutional deep-dive memo: The hardest AI software fundamentals (85% revenue growth) vs. a 30x sales multiple that already prices in years of perfection. Full breakdown — members only.
Read memo→ - 2026.06.24📊 Model · .xlsx download
Palantir (PLTR) Financial Model: Assumptions, Forecasts & DCF Valuation
Palantir (PLTR) downloadable financial model: core assumptions, financial projections, DCF/scenario-based target prices — a quantitative modeling framework for subscribers to download and build upon.
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Coverage Timeline3
Following since 2025.08- 20262026.06.247 min
Palantir: Revenue +85%, Stock –26% — What's Left at 30x Sales?
The fundamentals are the strongest in AI software, but the price already discounts years of flawless execution — unpacking the gap with data.
- 2026.02.044 min
Palantir's Rule of 120: How Ontology Forges a Trillion-Dollar AI OS
On February 2, 2026, Palantir (PLTR) reported Q4 and full-year 2025 earnings that shattered Wall Street expectations. With exponential growth in core metrics, the company has officially moved beyond the AI concept phase into a high-speed monetization model. CEO Alex Karp called it a landmark moment, as Palantir defines the new standard for scaling AI in the enterprise.
- 20252025.08.062 min
Palantir's AI Boom: Revenue Hits $1B, Stock Soars to Record
On Monday, August 4, after the US market close, Palantir (PLTR) reported Q2 2025 earnings, crossing the $1 billion quarterly revenue milestone for the first time. Results beat Wall Street expectations, driven by strong AI platform demand, especially from US commercial and government segments. The stock surged ~9% in after-hours trading to an all-time high.
Understand the industry behind this company — visual, step-by-step explainers.