Palantir Technologies Inc. (PLTR): A Bull Case Theory

We came across a bullish thesis on Palantir Technologies Inc. (PLTR) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc. (PLTR)'s share was trading at $80.23 as of Jan 28^th. PLTR’s trailing and forward P/E were 401.15 and 166.67 respectively according to Yahoo Finance.

[caption id="attachment_1224252" align="aligncenter" width="768"] A scientist at a computer station, surrounded by a neural network of artificial intelligence code.[/caption]

The rapid decline in AI training costs, exemplified by DeepSeek-R1’s...