1. The author reiterates a 'buy' rating for Palantir ahead of Q1 earnings, projecting 35.9% YoY revenue growth and 62.9% EPS growth; 2. Recent federal partnerships, including NATO's adoption of Palantir's Maven Smart System and collaboration with Google for FedStart, highlight growth momentum; 3. Strong AI-driven earnings from companies like ASML, TSMC, and Google reinforce optimism, with a $134 price target reflecting Palantir's role in the AI application phase.