Aug. 3 at 6:39 AM
Can
$PLTR Ontology outrun a 61x sales multiple?
Q2 after close Monday:
$1.81B rev (+81%),
$0.35 EPS (+119%). 11 straight beats. Stock ~
$122 (-40% from high) but P/S still near 61.
Ontology + NVIDIA Sovereign AI is the real moat. Defense wins (Maven, Navy
$448M) and gov growth deliver. Commercial stickiness rising.
Is another beat still enough at this valuation?
$NVDA
#Palantir #Earnings #AI #Ontology #DefenseTech