1. Palantir Technologies Inc. investors have experienced a recent 40% crash, but the stock is still up more than 200% over the past year; 2. Palantir is becoming a more prominent prime defense contractor with ambitions to lead the DoD's AI transformation; 3. Given the massive scale of the defense budget, Palantir's opportunities may not have been fully contemplated, justifying the bullish optimism; 4. The article discusses the potential for a new and potentially more dangerous global geopolitical order to set the stage for PLTR's dominance for some time; 5. With PLTR's downside observed to be supported as buyers rushed in recently, the author argues it's time to finally load up.
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