#macro watch

Why Is PLTR Swinging So Much Lately? Let’s Look at Government, AI, and Valuation in One Shot

This post looks at PLTR by weaving together the defense/government AI story, the 2026 growth outlook, and the question of “why are people piling in even at this price,” focusing on what to be cautious about and what to watch over the next 3–12 months in a conversational way.