$Alphabet(GOOG)$
The dark horse threat is Google who has now said they will now step in and use or make their technology ( which we all know includes WILLOW ) available to the USA military .
I am sure that threat to Palantir is genuine and it will create what I think is hairline cracks in the moat.
The broader point is that this is a bullish catalyst for Google ,
( bearish for PLTR but uniquely bullish for Google)
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