Overview

• Palantir stock has risen 54% since January 17, making it the best-performing stock in the S&P 500 during Trump’s second term.
• Government revenue for Q4 2024 increased 45% year-over-year to $343 million, driven by AI and efficiency contracts.
• The company recently secured a $30 million ICE contract for deportation software, sparking ethical criticism.
• Palantir trades at a steep 185x forward earnings, raising concerns about its valuation and potential market volatility.
• While other defense and tech companies have seen flat or declining returns, Palantir has thrived due to its strategic government partnerships.