I am reviewing Palantir's report now. This company definitely deserves our attention, despite the crazy 8x growth over the last few years.

Very strong financial performance across the board, from YoY revenue growth of 93% to margins. Everything is growing at a rapid pace, and there is no sign of a slowdown.

What is the main difference between Palantir and other AI companies?

It is essentially the creator of the "operating system for modern warfare." Their main objective is to take the chaos of fragmented data and turn it into actionable decisions on the battlefield.

Unfortunately, this is our new reality—local wars. Everything is moving toward building up military strength, and budgets will be channeled into this sector. While other companies are helping us create videos with cats, Palantir is securing contracts for the military. And such government contracts always represent huge growth potential across all metrics, especially since there isn't really an alternative.

There has already been a 47% correction from the peak. It makes sense to start entering with 1/4 of the planned position now. Since there is no sign of an economic slowdown yet, it looks like the stock market will continue to perform.