Is This Sustainable? One Investor Weighs In on Palantir Stock
Palantir continues to defy skeptics with its rapid ascent in the AI sector, posting a 48% year-over-year revenue increase to over $1 billion in Q2 2025. Shares have surged 380% in the past 12 months, but valuation concerns linger as multiples outpace industry peers.
Quantryon Capital, a pseudonymous investor, argues Palantir has transitioned from a government contractor to a scalable software franchise. "It’s now an institutional operating system for enterprise AI," the investor noted, suggesting longevity in its market position.