$PLTR is approaching another major milestone today
The company is expected to report its first-ever quarter with more than $1B in operating income, just one year after achieving its first $1B revenue quarter.
I continue to view Palantir as one of the strongest long-term AI opportunities. While many investors focus on competition from OpenAI and Anthropic, I think their roles are fundamentally different. Those companies develop AI models, while Palantir helps organizations apply AI to enterprise data, operational workflows, and real-world decision-making.
If execution remains strong, I believe $PLTR is well positioned to continue benefiting from the enterprise AI adoption cycle.