In 2025, AI-related stocks are emerging as the new growth engine on the U.S. stock market. At the center of this trend is Palantir Technologies (PLTR). Often dubbed the ‘AI leader’ among international retail investors in Korea, Palantir warrants close analysis from an investment perspective.

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🧠 1. What Exactly is Palantir Technologies?

Palantir develops and operates AI-driven big data analysis platforms. The company provides solutions to government agencies and corporate clients. Its systems integrate and analyze complex data to support high-stakes decision-making.

Core Products and Customers:

• Gotham: A data analysis platform designed for government agencies, including defense and intelligence sectors. This is Palantir’s traditional base.
• Foundry: A platform for corporate clients. It focuses on data integration, analysis, and managing operational workflows across industries.
• AIP (Artificial Intelligence Platform): The newest solution focuses on AI-based decision automation, helping organizations rapidly deploy modern AI capabilities directly into their operations.
• Key Customers: They include the U.S. Department of Defense, NATO, and large global firms in manufacturing, finance, and healthcare.

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📈 2. Performance and Growth Momentum

Palantir demonstrates strong, tangible growth, proving it is more than just a thematic stock.

• Record Revenue: As of Q2 2025, Palantir surpassed $1 billion in quarterly revenue. This marked a significant 48% growth year-over-year (YoY).
• Commercial (Corporate) Surge: Revenue from corporate clients showed spectacular growth, increasing by 93% YoY. Companies are rapidly adopting Palantir solutions to boost efficiency.
• Government Stability: Revenue from government clients grew by a solid 23%. This foundation provides reliable long-term contracts and financial stability.
• AI Demand Explosion: The company is seeing massive demand for its solutions, particularly AIP, as enterprises race to implement effective AI strategies.

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💡 3. Key Investment Highlights

Palantir sits at the intersection of several powerful economic trends, offering compelling long-term value.

• Structural AI Growth Beneficiary: Palantir is a leading enterprise that applies AI technology to real-world industries. This positions it for sustained, long-term growth as AI adoption deepens.
• Stable Customer Base: Long-term contracts with the defense and security sectors provide strong revenue stability. The rapidly expanding corporate client base simultaneously ensures scalability and diversified revenue.
• Nasdaq 100 Inclusion Effect: Its recent inclusion in the Nasdaq 100 Index boosts its visibility. This often leads to increased interest from large institutional investors and index funds, which can stabilize demand for the stock.
• High Technical Barrier to Entry: The company’s proprietary platforms (Gotham, Foundry, AIP) and deep expertise in complex data analysis create a high barrier to entry against competitors.

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⚠️ 4. Investment Risks and Considerations

Investors must remain aware of specific risks associated with Palantir.

• Elevated Valuation: The stock has experienced rapid appreciation. Its high valuation suggests that short-term price adjustments or corrections are possible.
• Political Sensitivity: A significant portion of its business relies on government contracts. Changes in political policy, defense spending, or public sentiment toward surveillance technology can directly impact its revenue.
• Technology Stock Volatility: As a high-growth AI company, Palantir’s stock price can be highly volatile. It often experiences sharp rises and falls based on market sentiment toward the technology sector.

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📝 Conclusion: Palantir is a Foundational AI Infrastructure Play

Palantir is much more than a simple AI theme stock. It is a critical company actively embedding AI technology into the operational core of governments and major corporations globally.

Its sustained growth, strong technical moat, and strategic customer base make it a valuable asset for long-term investors. While short-term volatility exists, its role as an AI infrastructure provider suggests it is strongly positioned to be a core player in the AI era. Investors should view Palantir not as a fleeting trend, but as a potential infrastructure company for the future of industry and defense.