Palantir (PLTR): AI Defence Giant or Overhyped Stock?

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Worth It Palantir Explosions PLTR
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In this episode of Weekend Watchlist, Phil Muscatello is joined by Sean Tepper from Tykr to break down Palantir’s fundamentals using Ticker’s open-source scoring system. Palantir scores an impressive 83/100 on financial strength with an 80% margin of safety and a rare 6/7 overall score
— putting it in the top 300 out of 50,000 stocks.
We dive into:

• Gotham (military & government) vs Foundry (commercialAI data platform)

• Why EPS growth from 3¢ to 26¢ is “textbook perfect”

• Peter Thiel & Alex Karp’s PayPal Mafia origins

• Sticky enterprise model that keeps customers for life

• Zero major risks identified at current levels

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