The palantir bubble will not pop as long as Thiel and his folk are embedded in USG. The stock took off when Trump/Vance came in and Vance is thiels pick

Their primary technology predates any AI hype by a decade at least, and their strength has always been in deploying great engineers.

Compare all data companies profit performance before AI came along: https://news.ycombinator.com/item?id=44741151