1. Palantir is believed to have the strongest narrative in the US equities market with impressive growth results. 2. The AIP platform is expected to sign more enterprise customers as reliability improves with more efficient LLM models and powerful GPUs. 3. The CEO's shareholder letter indicates a bold conviction that recent events are just the beginning of the AI revolution. 4. The author maintains a strong buy rating with a longer investment timeframe and potential for a pullback in the next weeks.