Palantir remains a bullish position after doubling since June, driven by record Q2 results and robust forward guidance. PLTR delivered 93% YoY revenue growth, 157% net dollar retention, and signed a record 220 $1M+ deals, fueling confidence in sustained momentum. Valuation at 130.8x 2026 earnings is justified by accelerating earnings growth, a $9.4B cash pile, and expanding FCF margins.
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