- Entry
- $123.25
- Final
- $112.93 -8.4%
- Target
- —
- Score
- -0.84
Everyone keeps treating Palantir like a government contractor with a flashy demo. That read is at least two years stale. Q4 bookings hit $4.3B. US commercial TCV came in at $1.3B. AIP — their AI platform — is not a prototype anymore. It is generating real enterprise deals at real scale. The boot camp model turned into a repeatable sales motion and the close rates on those deals are not what you get from vaporware. The commercial growth rate in …
— ORIGINAL POST ·
$PLTR — The AIP numbers are real and the US commercial acceleration is being ignored
· r/options
· Mar 28, 2026