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💡 Palantir: Unreachable in the fight against crime?

When we talk about Palantir ($PLTR (+3.08%) ), many people immediately think of "big data", AI-supported analysis platforms and, most recently, the hype surrounding artificial intelligence. However, one key sector in which Palantir is still almost unrivaled is often underestimated: the fight against crime and terrorism.


🧠 What is Palantir doing in this area?


Palantir was originally developed together with the CIA ("Gotham" project) - with the aim of evaluating complex amounts of data from intelligence sources, police files, social media, financial movements or even drone missions in real time.


Today, Gotham is used by police, the army, border guards, intelligence services and counter-terrorism units worldwide.


Examples:


  • Police: LAPD, NYPD, Metropolitan Police (UK), Federal Criminal Police Office (BKA)
  • Secret services: CIA, NSA, GCHQ, BND
  • Military: US Army, NATO, British Ministry of Defense
  • Border protection: Homeland Security (USA), Frontex, Europol


🔐 Why is Palantir almost unassailable here?

Feature

Significance

Data integration

Unstructured + structured data (camera, chat, audio, GPS, authority files) in one platform

Operational use

Can be used in ongoing operations - not just for reports afterwards

Security clearances

Approved for "Top Secret" deployments - hardly any other provider fulfills this requirement


🏁 Is there any competition at all?


In this sector? Hardly.


The usual tech giants such as Microsoft ($MSFT), AWS ($AMZN), Google ($GOOG), Snowflake ($SNOW) and Databricks provide excellent cloud and AI solutions - but not for operational use by the police or military.


🕒 Is Palantir even catchable?


In the civilian cloud business, yes - e.g. through Databricks or Snowflake.

But in the area of fighting crime, intelligence services, defense?


No - at least not in the next 5-10 years.


For political reasons alone (trust, confidentiality levels, security-critical infrastructure), governments rarely rely on "newcomers".


The only realistic challengers are:


  • national in-house developments, e.g. France's ChapsVision
  • or long-term funded European projects to decouple from US services



But that is what is needed:


  • Time (at least 5-10 years)
  • a budget in the billions
  • and experienced staff - which is currently almost exclusively at Palantir
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4 Comments

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If you are building a monopolist portfolio - $PLTR is certainly one of them
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@PaulPK I suspect that the commercial sector at PLTR will grow much more strongly than seen in the last earnings, especially due to the learnings made in the government sector. If the share corrects - yes probably - it will then go sky rocket high again - absolutely - I am now +1050% and continue to hold and would be happy if the thing increases tenfold again by 2030 ... or more....
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The stock is really starting to piss me off... $PLTR is completely destroying my total dividend yield 😂😂🤷‍♂️
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@AlterMann this is not a dividend stock - if you are pursuing this strategy, you are in a bad place here. But I can tell you with the fervor of my heart - this is where you will make 1000x your dividend stocks by 2030
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