Palantir's commercial growth justifies valuation
The case was made that Palantir's blowout quarter, led by 150% commercial revenue growth, proves its AI platform thesis and could justify its high valuation.
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The story so far
CONTESTED · 16 MENTIONS · 12 EPISODES · 6 SHOWS
24 JUL 2026 — 13 AUG 2026 · YESTERDAY
10 SUPPORT · 3 CHALLENGE · 3 REPEAT
- MOTLEY FOOL MONEY
- CNBC FAST MONEY
- CNBC FAST MONEY
- Palantir's commercial growth justifies valuation · THIS IDEA
3 EPISODES BETWEEN · 4 MENTIONS
- WSJ WHAT'S NEWS
- MOTLEY FOOL MONEY · 2 MENTIONS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- THE TWENTY MINUTE VC
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD