Buy PLTR by Feb 17, 2028.

I know this is usually seen as a growth play, but the Q4 filings show some unusual discipline for a software firm. Adjusted FCF margin is sitting at 56% with 7.2 billion in cash and negligible leverage. The part that stands out from a value perspective is the 1.6% annual dilution rate. Usually, these firms hide massive expenses in share based compensation, but the 70% revenue growth is genuinely outpacing share issuance here. With a Rule of 40 at 127% …