Antonio Linares
Why Palantir Has 100X Potential
10/29/2025, 4:12:15 PM
Economic Summary
- Advances in AI models—described as roughly doubling in capacity every six months—can exponentially increase Palantir (PLTR) earning power by enabling more capabilities and higher customer value.
- Two operational effects drive value: the platform becomes easier and less costly to install, and the platform itself delivers greater AI-driven value; failing to account for these non-linear effects can lead investors to misjudge intrinsic value.
Bullish
- AI model improvements (doubling capacity ~every six months) could exponentially raise PLTR's earning power.
- Platform becomes easier and cheaper to install while delivering more AI-driven value to customers.
Bearish
- Some investors label the rally as a bubble driven by hype rather than fundamentals.
- Linear extrapolation of past growth may overstate sustainable future earnings for PLTR.
Bullish tickers
PLTR
Bearish tickers
PLTR
PLTR
Bullish
Rapid AI capability gains make PLTR's platform more valuable and cheaper to deploy, potentially driving exponential earnings growth.
Bearish
Critics argue enthusiasm may be a bubble and that linear projections overstate PLTR's sustainable future growth.