When Elon's SpaceX IPO officially hits — which could be just days from now — two things will happen.

Elon's 40% stake will immediately earn him around $625 billion in new wealth. Then millions of small investors will buy SpaceX's stock, hoping to strike it rich.

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Because the real money from this SpaceX IPO — the biggest gains — will be made before the stock even hits Wall Street.

That's why I'm urging you to take advantage of this pre-IPO SpaceX play while you still can.

Sincerely,
Tim Bohen

Palantir's New Partnership Continues Separating Fact From Fiction

Reported by Chris Markoch. Originally Published: 3/17/2026.

Several headlines have taken a backseat to pressing geopolitical concerns. But the announcement that Palantir Technologies (NASDAQ: PLTR) and NVIDIA (NASDAQ: NVDA) are teaming up to launch a sovereign artificial intelligence (AI) OS reference architecture deserves more attention.

It will deliver a pre-packaged, turnkey AI system: NVIDIA supplies the hardware, and Palantir provides the software to deploy and secure production-ready AI infrastructure at scale.

The key phrase for those who aren't technically inclined is "Sovereign AI." Governments, municipalities, the military, and large enterprises increasingly want total control over their data, AI models, and applications—their entire AI stack.

Today many organizations send data to third-party cloud services such as Amazon Web Services, Google Cloud, or Azure, which can raise breach risks. This system addresses that concern by enabling organizations to fully own and control the entire architecture.

What This Deal Means for Palantir

Palantir still has naysayers, and this announcement won't silence them. One recurring concern is that Palantir is "too dependent" on government revenue.

About 55% of Palantir's revenue comes from public-sector customers. Those contracts share three investor-friendly traits: large dollar values, multi-year duration, and stickiness—switching costs are high once Palantir is deployed.

The partnership will strengthen those attributes with the U.S. government, where Palantir is becoming a de facto operating system, and could help expand its presence with international governments, an area where critics say it is weaker.

AIPCon 9: Let the Customers Provide the Proof

AIPCon, Palantir's showcase for its Artificial Intelligence Platform (AIP), continued that pattern in mid-March: real customers presented real-world results.

The lineup reinforced Palantir's expansion across government and commercial customers. Examples included:

• GE Aerospace (NYSE: GE) explained how it's doubling down on Palantir's agentic AI capabilities. The technology is being used to predict equipment failures, resolve supply-chain bottlenecks, and free engineers from manual spreadsheet work that slows complex manufacturing operations.

• Centrus Energy (NYSE: LEU) is using Palantir's platform to integrate classified and unclassified systems as part of efforts to restart domestic nuclear enrichment in the United States—work tied to U.S. energy independence and national security. It's a tangible example of the high-stakes, long-duration contracts that make Palantir unique.

• LG CNS showcased how Palantir is pushing deeper into large-scale enterprise adoption, one of the company's fastest-growing segments.

That's the key point investors should remember. While critics argue Palantir is too reliant on government revenue, events like AIPCon demonstrate growth across both government and commercial segments—in revenue and customer count.

The takeaway: Palantir isn't selling a distant vision. It's building a track record of long-term contractual partnerships with customers that have deeply integrated its software into mission-critical workflows. Once customers realize those benefits, switching becomes unlikely.

PLTR Stock Remains a Solid Long-Term Buy

Palantir stock is up nearly 500% over the past five years. That performance isn't solely the result of retail enthusiasm—the company continues to show potential for future growth.

However, valuation concerns persist, and that's a legitimate, personal judgment for investors to make. In the recent six months, a defensive stance on PLTR has made sense. Critics argue that, as with many technology stocks, the long-term growth from this partnership may already be priced in.

For long-term investors, the dip near $130 represented a buying opportunity; if the stock revisits those levels, it may be attractive again.

The NVIDIA deal strengthens Palantir's moat, providing reason to believe PLTR can rise significantly over the next three to five years despite current valuation concerns.