The Nuclear Catalyst Behind Palantir's Surge

Summary

• Palantir Technologies surged nearly 20% in a month, reflecting investor recognition of its shift from AI vendor to sovereign infrastructure backbone.
• The $100M Nuclear Operating System contract ties growth directly to AI’s energy bottleneck, positioning Palantir within nuclear expansion megatrends.
• China adds 10 GW of nuclear annually versus America’s 2 GW in thirty years, amplifying the geopolitical urgency of Palantir’s role.
• PLTR trades near 100x EV/Sales, justified by its indispensability in defense, finance, and energy systems where displacement is operationally impossible.