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The research offers an in-depth analysis of Palantir Technologies (PLTR), focusing on its recent strong financial performance in Q2 2025, driven by its Artificial Intelligence Platform (AIP) and significant U.S. commercial growth. It details the company's business model, including its core platforms (Gotham, Foundry, AIP) and land-and-expand sales strategy. While acknowledging Palantir's operational success, high margins, and founder-led management, the text highlights severe valuation concerns, arguing the stock is priced far above traditional value investing principles, including those of Warren Buffett. The analysis concludes that despite being an exceptional business, its current market price presents an unforgiving entry point for investors seeking a margin of safety.
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