Palantir Technologies(US:PLTR) Youtube·2025-12-23 13:41Core Viewpoint - The European aerospace and defense sector is identified as a significant investment opportunity, particularly in the context of geopolitical shifts and increased defense spending by NATO countries [2][3]. Group 1: Investment Opportunities - The launch of the EUAD ETF was based on the expectation that European defense companies would benefit from increased domestic spending by countries like France, England, and Germany [2]. - The focus on "Defense 3.0" highlights the importance of missiles, drones, and space technologies, which are seen as critical areas where the U.S. must not fall behind China [3][4]. - Companies like Palantir are viewed as central to the future of defense, with the potential to lead in areas such as AI and space technology [7][10]. Group 2: Company Analysis - Palantir's stock has increased over 150% this year, raising questions about its valuation; however, it is compared to Tesla in terms of future potential rather than current valuation metrics [5][6]. - Traditional defense companies like Lockheed Martin and Northrop Grumman are still considered valuable, but there is a call to diversify portfolios with innovative companies that may offer higher growth potential [9]. - The future success of Palantir is contingent on its ability to maintain its central role in defense initiatives, particularly with partnerships like Space Command [10][11].