The video analyzes Palantir (PLTR), highlighting its 400% year-over-year increase but a recent 16% drop. It trades between $155 and $160. Revenue hit $1 billion last quarter, a 48% year-over-year growth, with U.S. government sales up 53% and commercial up 93%. Palantir's Rule of 40 is at 94%. The problem being, its P/E is 709, implying investors pay $709 per $1 profit, richer than even NVDA. He highlights a $10 billion, 10-year U.S. Army contract locking in decades of cash flow. It is currently one of the largest defense contractors in the U.S.. Most of the revenue is currently sourced from government contracts, the commercial segment being fast-growing. Not just selling software but mission-critical infrastructure, which has high demand. 52 week trading range for PLTR is $32.47 to $190, with the high occuring August 12th. Wall Street consensus among 22 analysts rating is currently at HOLD, with a high target of $200.