$Palantir Tech(PLTR.US)Recently, the news of Musk and Trump "splitting" has caused a market reaction. In the past, these two "big shots" in the tech and political circles had a good relationship, but recently it is said that after a private meeting, they parted ways unhappily, and Musk clearly stated that he would not support Trump. This "breakup" indirectly drew investors' attention to another key player—Palantir (PLTR). Why? Because this company is deeply tied to the Trump administration, its main business is providing big data analysis and AI decision platforms for governments, military, and intelligence systems, essentially "helping people see what others can't."

During Trump's administration, Palantir secured many large contracts. Now, if he is likely to return, Palantir naturally becomes one of the "political market" beneficiary stocks. Data shows that since the end of 2024, Palantir's stock price has soared over 140%, breaking through $130 in May 2025. Some Wall Street analysts call it a "quasi-military giant in the AI implementation field." At the same time, it is also accelerating the expansion of commercial clients, covering healthcare, manufacturing, and finance, gradually reducing its reliance on the government.

The key is that it is not a "shell company" hyping AI concepts. Palantir's products have been deployed in real-world scenarios such as the Ukrainian battlefield, border intelligence, and healthcare. CEO Alex Karp also stated that the company pursues long-term strategic advantages rather than short-term profits. Although its current valuation is high, and there is even controversy about "overdrawing the future," this precisely reflects the market's recognition of its long-term value.

I believe Palantir is a rare "certainty + policy theme" dual-driven stock at present. It benefits from political expectations and has the ability to implement technology, making it a very promising growth stock. However, one must be cautious of the uncertainty of political transitions and high volatility, suitable for investors with judgment and the ability to withstand pressure. In the long run, commercialization speed and profitability remain key observation points.

In summary: **Palantir is not a "sure-win" stock, but it is currently one of the most story-driven and certain quality stocks worth deep tracking.** Suitable for those with clear thinking and rational judgment, rather than blind followers.