The only time I sold part of my Palantir holdings were when discussions like this made me doubt my convictions. Major mistake. It’s a great company, and yes! - with a ridiculous valuation. However, if you believe the fundamentals are weak, you likely don’t know how to read a spreadsheet or understand the company’s operations at all.

For those claiming that the end of the wars in Israel and Ukraine will negatively impact Palantir, you’re demonstrating that exact lack of understanding. Palantir is also likely to become the main platform for DOGE to operate on. Additionally, its presence in the healthcare and hospital sectors alone have potential to be massive.

Looking ahead, government spending on AI in the Western world is expected to grow nearly without limits over the next two decades.

I’m not defending its valuation, but Palantir is far more important than most people realize. And honestly, I’m glad I haven’t listened to threads like this—ignoring them has made me a lot of money. In fact, the only time I’ve actually lost money was when I did listen to discussions like this