$PLTR

PLTR stock has upside potential (possibly $250) driven by high demand and stable 47% growth expectations, despite recent controversies.

Bullish
“Palantir BLAMED: 123 Children Deaths in Iran [Pentagon Failure]”
Meet KevinPublished Sep 19 · 20 passages

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0:1619:02

The United States government is currently blaming Palunteer for errors in its software that led to a school being targeted.

And I will explain to you, based on recent reports, how Palontaire is being held responsible for this.

Here, perhaps, there was an excessive reliance on the Pallontiar company. I will explain that to you in a little while. But in case you are not familiar with Palointer, its shares generate huge profits, indeed enormous profits.

They have extensive marketing thanks to their work with the US government, to the point that many companies say: "If you are able to handle sensitive and secure information with the cybersecurity leadership and the military, then you must be an excellent company.

We want to use your services." Therefore, Palontaire already has a long waiting list of customers who want to use its software.

If you haven't heard of this before, this is Mr. Karp. He is the CEO of Palontaire, and is famous these days for his statements on the internet, whether in the world of artificial intelligence or even on television, where he claims that leading AI models, such as OpenAI and Anthropic, steal user data, and that the only people who can be trusted to protect your data are people who work in close cooperation with the government, i.e., what is known as "Palontaire".

It is true that the company's shares are very profitable, but it is now accused of potentially causing the deaths of 123 children, which is certainly tragic. To be fair, I was unaware of any suspicions against Palontaire when I bought its shares.

I just wanted to be honest about this. I already own shares in Palontier.

Well, the question of whether to keep this company or not is a personal decision, and we will discuss it in a later video, but first we need to review the claims made. This is not an update to Palontaire's assessment, although we will discuss that later.

We will only mention a brief update on its evaluation.

if you use a program like Palunteer to target and kill people with artificial intelligence, and no one has gone through the place to make sure that it is indeed what the AI is pointing to, then this is an example of outdated information or an AI system contributing to the deaths of 123 children.

Whether it's because of Muffin, a Palantir product, or because of Pentagon budget cuts or something similar.

Some officials at U.S. Central Command (Sentcom) argue that the United States has become overly reliant on the artificial intelligence built into the Maven intelligent system. Developed by Palanteer Technologies, Maven software allows users to view and coordinate complex military operations, from target identification to command and control, using AI-powered software that integrates more than 150 data inputs into coherent information sets, enabling commanders to make decisions based on them.

Many former senior military officials now work for Palanteer. So, we are currently seeing a movement where people who work at the Department of Defense or the Ministry of War, I believe, are moving to Palanteer to work in the private sector.

It is clear that they—I should not say "certainly"—will make far more money at Palanteer than they would have in government work. If you work for the government, you probably still know people who work there, which allows you to renew those contracts.

You essentially have entrenched interests within the U.S. military who want this program to continue to be successful.

I don't think anyone here is explicitly blaming Maven. It might be argued that libraries are to blame. And that's exactly what you do with the inter. But frankly, I think if you have artificial intelligence being used to kill people, it should include a feature or error-correction mechanism that alerts you to when vital information might be outdated.

CENCOM staff expected Maven to point to outdated information or inconsistencies in the underlying intelligence gathered on potential targets. It was not a mystery; the reason for this expectation was clear.

In other words, the employees at Syncom thought: "We thought he would tell us if the information was outdated."

It appears that a misunderstanding has occurred, because Palantir denies responsibility for the underlying data or identifying intelligence shortcomings, which I see as an evasion of responsibility.

Is it conceivable that an intelligence program designed to kill people would not identify shortcomings? This is unacceptable.

Prior to the American attack on Iran, much of this work was condensed into a few minutes using the Maven platform. In other words, we were collecting 150 pieces of information, and it took us hours to analyze them.

Instead, because Donald Trump needed to get this done yesterday, they only had a few minutes, and they thought there were warnings from old data, but that wasn't the case.

Now, what does this mean for Palunter?

I don't think I have any bias here regarding Palunter.

The stock is trading at 17464 or 17764. Or, if you divide it by the price-to-earnings ratio , it is trading at 109 times. This seems like obscene wealth . But their growth rate is expected to remain stable at 47% over the next four years.

This means that the price-to- earnings ratio is approximately 2.3.

If we assume that their growth rate might be slightly higher, the stock price could reach $250, or more likely around $243. Therefore, it is interesting that there is room for growth in this stock, given the high demand for this high-margin program.

Unfortunately, the more they talked about their partnerships with the US military, the greater their chances of getting jobs in the private sector. They may need competition for Palantir in the government sector, but that's already happening.

What this channel has said about $PLTR

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2026-09-19BullishThis one
The United States government is currently blaming Palunteer for errors in its software that led to a school being targeted.
2026-09-17Bullish
Literally Karp just told us we should nationalize OpenAI and Anthropic because there's too much liability associated with them. And the only way you can't have the liability exposure that OpenAI anthropic has is if you nationalize them or you use Palunteer which was basically a 26-inute long marketing video on why you should use Palunteer.
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