Palantir is upgraded to a 'Buy' as its meta-compute layer and ontology-driven AI architecture solidify a unique moat in enterprise and sovereign AI. PLTR's value-based pricing model captures economic surplus from AI compute deflation, supporting 271% Y/Y U.S. commercial TCV growth and a 62% adjusted operating margin. Sovereign tech architecture and regulatory moats, evidenced by DoD wins and IL6/FedRAMP certifications, underpin the company's dominance in mission-critical AI deployments.
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