 New Years Day… One small gold stock will be preparing to mine its first ounce of gold. I believe that once this news hits the markets, it will send this $2 gold stock soaring. That’s because right now, the company is pre-revenue. So, it’s invisible to the algos and AI programs that make up the bulk of daily trading. But as soon as it starts generating gold - and cash - it will be like flicking a light switch. The world’s most powerful trading computers will bid up prices to match fair value. And it all happens early next month. Which means: You need to own this company now - before the company’s scheduled production begins. Click here to get the full briefing before it’s too late. Best, Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Further Reading from MarketBeat Media 3 Reasons Palantir Is Unavoidable in AI Infrastructure by 2026Author: Chris Markoch. Publication Date: 12/22/2025. 
Article Highlights- Palantir’s AIP platform is driving profitability by helping enterprises monetize AI investments today, not years from now.
- U.S. commercial revenue is accelerating rapidly, reducing reliance on government contracts while expanding total growth.
- Long-term government contracts continue to expand, supporting strong annual recurring revenue and high visibility.
Palantir Technologies Inc. (NASDAQ: PLTR) continues to be a polarizing stock. Despite rising more than 155% in 2025, many investors remain concerned about the company’s valuation. That concern is understandable. Even for investors accustomed to richly priced technology stocks, PLTR trades at a premium. But focusing only on valuation can miss the broader picture. A tiny government task force just wrapped up 20 years of work.
And buried in their federal filings, I found something remarkable:
American citizens now have a legal birthright claim to something previously inaccessible.
Under U.S. law, you can stake your claim right now. The name and ticker are available here now >>> Palantir is rapidly becoming a must-have platform for public- and private-sector organizations looking to monetize artificial intelligence (AI). That suggests Palantir’s growth story may still be in its early stages. At the same time, the honeymoon phase appears to be over. The parabolic run PLTR has made since trading under $20 is shifting into a more mature growth phase. Still, many analysts believe a $500 price target within the next three to five years is not just possible but plausible. Here are three reasons Palantir has earned its status as a core AI infrastructure stock in 2026 and beyond. AIP Adoption Is Helping Palantir Scale ProfitabilityPalantir has become profitable while continuing to grow earnings year-over-year (YOY). A key driver is its AIP platform (Palantir’s AI platform), which helps customers extract insights from their data that are difficult to obtain elsewhere. Analysts often ask how and when companies will monetize the capital expenditures they’re making in AI. Platforms like AIP address both questions — and customers are already seeing returns. A key reason organizations choose Palantir is that its platforms both uncover cost savings and generate unique, actionable insights. That makes Palantir an essential piece of the AI infrastructure story on the software side. Much of the market’s attention focuses on hardware, but investors should also watch the companies providing the software "picks and shovels" for AI — and Palantir is one of them. Commercial Revenue Continues to GrowOne common criticism has been Palantir’s reliance on government contracts, but that line of argument is losing force. In its most recent quarter, Palantir reported U.S. commercial revenue growth of more than 121% YOY and over 29% sequentially. The company’s revenue split between commercial and government isn’t yet 50/50, but it’s moving closer — and the most explosive growth is clearly coming from the commercial side. Government Contracts Grow Palantir’s ARRImportantly, commercial growth has not come at the expense of government revenue. Palantir’s government business grew 55% YOY in the last quarter. The nature of these contracts drives annual recurring revenue (ARR): Palantir’s platforms are embedded in long-term, mission-critical agreements with high renewal rates. U.S. and allied government agencies rely on Palantir’s Gotham and Foundry platforms for defense, intelligence, border security, healthcare, and disaster response — use cases that are costly and disruptive to replace once deployed. Government contracts are typically multi-year and often expand as agencies add users, modules, and new workflows. This "land-and-expand" dynamic increases contract value and boosts ARR without requiring Palantir to constantly win net-new customers. For example, in 2025 Palantir expanded and renewed long-term federal contracts, including additional funding under the U.S. Army’s multi-year Vantage data and AI platform as its use broadened across logistics, readiness, and operational planning. It also signed a renewed and extended Gotham analytics agreement with U.S. Immigration and Customs Enforcement, reinforcing a recurring, mission-critical revenue stream with high visibility and strong retention. As global defense spending rises and governments increasingly prioritize data integration and AI-driven decision-making, Palantir is well-positioned to win contract extensions and new awards, reinforcing the government segment as a durable and growing source of ARR.
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