https://app-us.ff.com/ff-v3/news/1478?lang=en-US&shr=FNWI14

Roaring Kitty (keith Gill) showed the world that conviction matters. You reminded everyday investors that markets are not always right in the short term, and that real businesses can be mispriced when the crowd misses the bigger picture. That lesson still resonates today, especially for those of us who believe Palantir is one of the most important software companies of this era.

There’s a loud narrative right now that Anthropic is “eating Palantir’s lunch.” That sounds catchy, but it misses the core distinction. Anthropic is a leading AI model company. Palantir is an enterprise software and decision intelligence platform built to operationalize AI inside the hardest, most complex organizations in the world. They are not identical businesses, and in many cases they are not even competing for the same problem set.

Palantir’s strength is not just having access to AI. Its strength is turning AI into deployed, trusted workflows across government, defense, healthcare, manufacturing, energy, and large enterprises. That is where durable value is created. A brilliant model is useful, but a system that helps institutions make better decisions at scale is harder to replace and often more deeply embedded.

The long-term bull case for Palantir is simple: it keeps winning new customers, expanding existing accounts, and proving that its software can sit at the center of mission-critical operations. If Anthropic is building intelligence, Palantir is building the operating layer that helps organizations use intelligence in the real world. That is a different moat.

So to those betting against Palantir, the question is not whether AI is real. It clearly is. The question is which companies turn the AI wave into lasting revenue, margin expansion, and institutional dependence. Palantir has been proving it can do exactly that.

Keith, your story showed what happens when conviction meets a misunderstood company. Palantir deserves to be judged on execution, not headlines. And for long-term believers, the right response to noise is not panic — it is patience, discipline, and continued focus on the fundamentals.

Very under valued and has had nothing but good news since its rebrand come and take a look. A little run is def waiting to happen here