Palantir: Strong Investment or Risky Bet? Decoding the Data Giant’s 2025 Trajectory

Palantir's stock splits through market noise—defense contracts surge while privacy concerns linger.
Government deals fuel revenue but activist investors question scalability. The AI platform dominates federal bids yet faces EU regulatory headwinds.
Commercial segment growth outpaces legacy tech—energy and healthcare clients adopt Gotham faster than expected.
Short interest climbs as valuation debates intensify. Bulls see $50B TAM penetration; bears cite decelerating commercial growth.
Cash flow positive for 12 consecutive quarters—but stock-based compensation dilutes shareholders faster than a meme coin rug pull.
Bottom line: Palantir operates like a crypto project—hype-driven volatility with actual government revenue backing it.