Unsubscribe

A message from American Alternative

We printed 1,000 copies of this report.

688 are gone.

When the last one goes out, we’re pulling it offline — the information inside is too sensitive to leave up indefinitely.

Here’s what’s inside the remaining copies:

The executive order Trump can sign tomorrow — the same legal authority FDR used in 1934 to move billions in wealth overnight — and exactly how to position before it happens.

This isn’t a newsletter. It’s not evergreen content.

It’s a window. And 688 people already jumped through it.

Claim one of the 312 remaining copies →

We won’t reopen this once it’s closed.

Get my copy now →

---

Additional Reading from MarketBeat.com

Palantir’s New Partnership Continues Separating Fact From Fiction

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

Key Points

• Palantir and NVIDIA are launching a sovereign AI architecture that allows governments and enterprises to run AI infrastructure while maintaining full control of their data and systems.
• The partnership strengthens Palantir’s position with government customers while potentially expanding its reach with international governments and large enterprises.
• Customer examples from AIPCon show real-world adoption, reinforcing the case that Palantir’s AI platform is becoming deeply embedded in mission-critical operations.
• Special Report: Why I’m avoiding Nvidia (and buying these 3 AI stocks instead) (From TradingTips)

Several headlines are taking a backseat to more 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.

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

A personal warning from Martin Weiss (Please read) (Ad)

The Fed is counting on the fact that ordinary Americans won’t read a 93-page document until it’s too late. I’ve read it and that’s why I’m begging you to act while you still can.Get the 4 “Fed-proof” steps right now.

The “so what” moment for those who aren’t technically inclined is the term “Sovereign AI.” A primary concern for governments, municipalities, the military, and large enterprises is the ability to retain full control over their data, AI models, and applications (the AI stack).

Today, that often requires sending data to a third-party cloud provider such as Amazon Web Services, Google Cloud, or Azure, which theoretically increases exposure to breaches. A sovereign AI stack removes that worry because organizations fully own and control the entire architecture.

What This Deal Means for Palantir

Palantir has its naysayers, and this announcement won’t silence everyone. One recurring concern is that Palantir is “too dependent” on government revenue.

For context, about 55% of Palantir’s revenue comes from public-sector customers. These contracts share three attributes investors like: large dollar value, multi-year terms, and stickiness — meaning once Palantir is in place, switching costs are prohibitive.

This partnership should enhance those attributes with the U.S. government, for which Palantir is becoming a de facto operating system. It may also extend Palantir’s reach into international governments, an area where critics say the firm has been less entrenched.

AIPCon 9: Let the Customers Provide the Proof

Palantir’s AIPCon has become a showcase for the company’s Artificial Intelligence Platform (AIP). The mid-March event continued that pattern, with real customers sharing real-world results delivered by Palantir.

The session’s lineup reinforced how Palantir continues to expand across both government and commercial customers. For example:

• GE Aerospace (NYSE: GE)explained how it’s doubling down on Palantir’s agentic AI capabilities. The technology is now being used to predict equipment failures before they happen, untangle 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 stitch together classified and unclassified systems as part of the effort to restart domestic nuclear enrichment in the United States. This is active infrastructure work tied directly to American energy independence and national security — a tangible example of high-stakes, long-duration contracts that make Palantir a one-of-a-kind company.
• LG CNS showcased how Palantir is pushing deeper into large-scale enterprise adoption, a segment that has been one of the fastest-growing parts of the business.

That’s the thread investors should remember. Critics argue Palantir is too reliant on government revenue, but events like AIPCon provide concrete examples that Palantir is growing both sides of its business — in revenue and in the number of customers.

The takeaway is that Palantir isn’t selling a distant vision. It’s building a track record of long-term contractual partnerships with customers that have deeply integrated Palantir’s software into mission-critical workflows. Once customers realize those benefits, they are unlikely to move away from Palantir’s platforms.

PLTR Stock Remains a Solid Long-Term Buy

Palantir stock is up nearly 500% over the past five years. While some may attribute that rise to retail enthusiasm, the company continues to demonstrate substantial potential for future growth.

Some investors, however, remain concerned about valuation — a reasonable, personal judgment each investor must make. Over the past six months, a defensive approach to PLTR has often paid off. Many skeptics argue that, as with other technology stocks, the long-term benefits of this partnership are already priced into the shares.

For long-term investors, the dip near $130 represented an attractive buying opportunity; if the stock returns to that level, it may be attractive again.

The NVIDIA deal strengthens Palantir’s moat, suggesting that, regardless of current valuation, PLTR stock could rise significantly over the next three to five years.

Thank you for subscribing to StockReport.com, our daily newsletter that highlights a new stock each day.

This email content is a sponsored email sent on behalf of American Alternative, a third-party advertiser of StockReport.com and MarketBeat. 

If you need help with your subscription, please don’t hesitate to contact our team at contact@stockreport.com.

If you no longer wish to receive email from StockReport.com, you can unsubscribe.

© 2006-2026 MarketBeat Media, LLC dba StockReport.com. All rights protected.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103. United States of America..