Covers aerospace, defense, and software companies including Palantir. Reiterated buy rating with $255 price target on Palantir.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
US commercial revenue growing 150% year-to-date with expanding contract sizes; customers unable to operationalize AI themselves are locking in Palantir's ontology platform, driving 55% cash margins through outcome-based pricing.