Remember when Tesla was "overvalued" at $50? When Amazon was "too expensive" at $300? When NVIDIA was "in a bubble" in 2023? Wall Street's biggest analysts got it completely wrong. And now, I believe most are making the same mistake again with Palantir.

Here's what they're missing: While traditional defense contractors take years and billions to develop physical weapons, Palantir can deploy mission-critical AI systems in weeks. In Ukraine, commanders report that Palantir's software drives "most of the targeting" - transforming how modern warfare works.

Think about this: When Lockheed Martin needs to upgrade an F-35, every aircraft needs physical modifications. When Palantir improves their software? Every user gets the upgrade instantly, at zero marginal cost. This scalability is why Dan Ives calls it the "Messi of AI" and the most misunderstood stock in his 25-year career.

With continued execution, particularly in AI deployment, analysts project Palantir could reach a $400-500 billion valuation. That's nearly a 300% increase from current levels.

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