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Posted by
Two Blokes Jun 26 -
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Stock
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Palantir is positioned as the orchestration layer for digital-twin platforms, benefiting from rapid AI-compute cost declines and hyperscaler partnerships. The company's cloud-agnostic, ontology-driven architecture enables real-time, agentic workflows and seamless integration with major cloud providers, driving adoption. Financials are robust: 39% revenue growth, 34% free cash flow conversion, and a strong balance sheet, supporting premium valuation despite headline multiples.
