The speaker discusses Palantir's recent financial achievements, including hitting a billion dollars in quarterly revenue and a 93% year-over-year growth in its US commercial business, exceeding expectations with a 94% rule of 40 score and recent $10 billion army contract. Also mentioned is expansion of AIP bootcamps. The recommendation is to buy the stock. A target price of 200 is mentioned with the expectation to be reached. Mention is made on Europe AI market potential.