The market pulled back. Palantir didn’t. 👀
Wednesday was a tougher session for U.S. equities, with the Nasdaq falling nearly 1%.
Yet Palantir jumped 3.5%.
That divergence caught my attention.
PLTR has already become one of the market’s most closely watched software names, but the bigger question now is whether its growth story can continue to justify the attention — and the valuation that comes with it.
What I’m watching:
📊 Commercial growth
🏢 Expansion beyond government contracts
🤖 Demand for AI-powered software
💰 Margin and cash-flow performance
📈 Can the company keep delivering growth at scale?
The interesting setup isn’t simply “PLTR went up today.”
It’s this:
When the broader market weakens, which stocks continue to attract buyers?
PLTR just gave investors something to watch.
Would you add on strength, or wait for a pullback?
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