$Palantir Tech(PLTR.US)
Wall Street is all eyes on today’s Q2 earnings, with options pricing in a huge 10% post-market move. Palantir is already creeping higher after fresh news on expanding factory automation work with Mercury Systems for military supply chains.
I’m less interested in guessing the earnings reaction. US enterprise and defense demand remain strong, and Palantir’s AI Platform is becoming deeply embedded in core operations, making switching costs increasingly hard to overcome. European pushback and political friction may slow adoption, but the long-term moat matters more to me than beating EPS by a penny.
Earnings gaps are a coin flip. Multi-year customer lock-in is where I’d rather focus.
@Captain's Treasure
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