Calls
1
Shon Manasco
International Defense Lead, Palantir
Win Rate
100.0%
return
+2.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$131.41
+2.1%
Manasco states, "We've never done business in Russia and never done business in China... nor will we in the future." He adds that "swarming drones" and "affordable munitions" are the primary threat, and NATO is using Palantir to "internalize those lessons." By strictly aligning with Western democratic values, Palantir secures a monopoly on trust for sensitive government contracts. As warfare shifts to "swarming drones" (which requires massive data processing and AI orchestration), Palantir's software becomes the essential infrastructure for NATO's modernized kill chains. Long PLTR as the primary software beneficiary of the re-arming of the West. Valuation concerns; government contract lumpiness.
Manasco states, "We've never done business in Russia and never done business in China... nor will we in the future." He adds that "swarming drones" and "affordable munitions" are the primary threat, and NATO is using Palantir to "internalize those lessons." By strictly aligning with Western democratic values, Palantir secures a monopoly on trust for sensitive government contracts. As warfare shifts to "swarming drones" (which requires massive data processing and AI orchestration), Palantir's software becomes the essential infrastructure for NATO's modernized kill chains. Long PLTR as the primary software beneficiary of the re-arming of the West. Valuation concerns; government contract lumpiness.
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Shon Manasco has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PLTR.
