The Market Got DeepSeek Wrong - Here's Why Palantir Wins Big

Stock Performance and Analysis - Palantir's stock has outperformed the market with a 3.1% return compared to the market's -0.6% decline [1] - Previous analysis set an optimistic target price of $89 for Palantir, focusing on technicals, RPO growth, and a surge in billings [1] Analyst Background and Investment Style - The analyst has a background in auditing and consulting, with experience at Deloitte and KPMG, and holds qualifications as a Chartered Certified Accountant and Fellow Member of ACCA Global [1] - The investment style focuses on GARP/Value stocks, prioritizing high-quality, reasonably priced businesses with strong moats and significant growth potential [1] - The approach emphasizes fundamentals, seeking stocks trading at a discount to intrinsic value with a clear margin of safety, and adopts a long-term investment horizon of 5-7 years [1] Disclosure and Position - The analyst holds a beneficial long position in Palantir (PLTR), NVIDIA (NVDA), and Meta (META) through stock ownership, options, or other derivatives [2]