Bullish PLTR post citing Karp's threat to short sellers and defense/security AI demand.
PLTR — LONG The author argues Palantir's lofty P/E is justified if it delivers 2-3 more years of its current growth, driven by staggering demand for defense and security AI. The mechanism is that any company handling military or private data must fear Chinese and Russian AI software, leaving PLTR as the best-positioned explosive-growth AI name. The author discloses long PLTR positions and notes only a worldwide AI ban treaty could stop them.
And there is no white knight in AI poised for explosive growth better than PLTR.
This Reddit post, published February 09, 2026, features u/BFLO-Retail discussing PLTR. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/BFLO-Retail · Tickers: PLTR