I think people underestimate how rare $PLTR growth and profitability are with its Rule of 40 score projected to stay above 100 through 2030. The beauty is that as customers expand AIP across more of their operations that allows Palantir to grow revenue faster than costs while continuing to expand margins. And while ~75x EBITDA looks expensive today that same valuation falls to ~15x by 2030 which is exactly why I kept saying during Palantir's pullback earlier this year that looking at today's multiple alone misses the bigger picture.
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