Palantir: Visibility Into The Upside.

$Palantir (PLTR.US)$ Palantir shares have been rocked as the market prices in an underlying growth rate closer to 20% rather than the company’s 30% guidance.
Management stated that its Foundry platform could be to the coming decade what Amazon’s AWS was to the last, offering a glimpse into the vast upside potential.

Palantir has suspended its SPAC investment strategy, eliminating a major customer acquisition red flag after unrealized losses surpassed $200 million.

With growth slowing, the open question is whether Palantir can broadly penetrate the enterprise software market and the non-US and UK government market.

Palantir offers one of the largest long-term growth opportunities in the marketplace. With the shares down 87% and expectations adjusting lower, there is increasing visibility into the upside potential.