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@JaneWilliams 6 days ago

Lets talk Palantir

Lets talk Palantir

Is Becoming So Embedded in the US Government It's Starting to Feel Like a Single Point of Failure

now has over $13.7 billion in awarded government contracts, a $10 billion Army deal, and the Pentagon is expanding Maven AI as a permanent long-term program

the stock trades at 509x earnings which only makes sense if government spending keeps accelerating indefinitely

but what happens if a new administration decides to diversify away from a single contractor or if one of these sole-source contracts gets challenged

is the government dependency a moat or a hidden risk?

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