Palantir (NASDAQ:PLTR) just lost an $875 million FAA AI contract to a much smaller rival, exposing a competitive risk investors can’t ignore. Yet its commercial business is exploding, earnings are catching up, and the valuation has improved dramatically. The contract loss matters, but the bigger question is whether Palantir’s extraordinary growth can make today’s expensive stock look increasingly reasonable.
Stock prices used were the market prices of Aug. 19, 2026. The video was published on Aug. 25, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
