Why we think this sub $3 billion market cap defense and infrastructure play has the potential for a Palantir-like run.

Evolution of market trends and this company's potential for 1288% YoY growth per its CEO.

To understand why we think this company could have such high levels of success in its emerging market we must first look at the evolution of Palantir during the AI boom. It IPO’d for $10 in 2020 ran to over $30 fell below the IPO price and then had a meteoric rise to over $200 a share over the next few years. A nearly 2000% increase on the original offering.

Palantir accomplished this by owning a niche the market didn’t understand until it was too late: mission-critical, national-security-grade data platforms designed for the one customer segment that never stops spending — the U.S. government and its allies. This is very similar to what our stock pick is doing behind the scenes now.

Before Palantir, governments and defense agencies had data everywhere — but nobody could fuse it, operationalize it, and deploy it in real-time decision environments.

• Warfighting data

• Counterterrorism intelligence

• Logistics & battlefield mapping

• Cyber-threat detection

Every other player focused on dashboards or analytics. Palantir built the platform that made the data usable. This niche is why governments locked them in and are currently pumping billions into the AI Industry Giant.

Enter our new player: