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Applied AI·October 8, 2026·1 min read

Why a longtime skeptic of Palantir’s stock is finally saying it’s time to buy

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An analyst flipping bullish on Palantir because its TAM and model look more durable is another data point that integrated data+AI platforms are being repriced upward. For competitors, this raises the bar on showing not just tooling, but end-to-end outcomes and stickiness in complex accounts.