Could A Recession Accelerate AI Adoption And Turn Palantir To A Defensive Play?

  • I think Palantir Technologies Inc. could act as a defensive stock during a "Trumpcession" due to its alignment with U.S. government priorities and AI-driven cost efficiencies. Strong ties with U.S. administrations, regardless of party, bolster Palantir's stability. As a software company, Palantir is also largely unaffected by tariffs and potential retaliatory measures. A recession may accelerate AI adoption. In this article, I showcase many deals that make it clear how Palantir is a leader in AI applications.