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The Thesis: Palantir sits at the intersection of two secular megatrends: AI adoption and defense spending modernization.
Palantir Technologies (PLTR): The Defense-AI Convergence Play Read More »
Software economics mean incremental revenue flows disproportionately to the bottom line as the platform scales
Beyond defense, Palantir is landing enterprise customers in healthcare, energy, and manufacturing 3.
AIP commercial expansion Read More »
European nations are committing to 2%+ GDP defense budgets, with AI and data analytics as priority investment areas 2.
NATO defense spending acceleration Read More »
Defense tech venture funding hit $19.8 billion in Q1 2026 alone—already double the prior full-year record – Palantir-connected defense contractors like Ondas are projecting 820% year-over-year revenue growth -…
Palantir sits at the intersection of two secular megatrends: AI adoption and defense spending modernization.
On July 2, the Dow Jones Industrial Average surged 1.1% (nearly 600 points) to close at a record high, while the S&P 500 finished near unchanged and the Nasdaq declined 0.8%.
Dow Hits Record High; Tech Rotation Continues Read More »
The Federal Open Market Committee voted 12-0 on June 17 to maintain the federal funds rate at 3.50%-3.75%, citing “elevated uncertainty” partly attributable to Middle East conflict.
Federal Reserve Holds Rates at 3.50%-3.75%; July Meeting Ahead Read More »
Joby Aviation remains a speculative aviation company, but its partnerships, regulatory pathway, and market opportunity keep it on high-upside watchlists.
Joby Aviation Shows the Risk-Reward Debate Around eVTOL Read More »
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