@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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