qinbafrank|Oct 28, 2025 07:04
Europe rearming with Palantir: Yesterday, the Polish Ministry of Defense announced a contract with Pltr aimed at upgrading its defense systems. Just a month earlier, in September, Pltr secured a five-year contract worth approximately $950 million with the UK Ministry of Defense, covering areas like the military, healthcare, and policing systems. A year ago, we talked about how 'Pltr could potentially tap into NATO countries' defense budgets,' and now it's becoming a reality. You can clearly see Pltr's critical position in the Western defense tech ecosystem.
The logic behind Europe's rearmament: The Russia-Ukraine war has heightened the sense of insecurity among European countries. After Trump took office, he strongly pushed NATO's European members to enhance their defense capabilities. This has driven European countries to significantly increase their military budgets. Germany proposed a 'turning point in history,' Europe launched large-scale military expansions, and NATO's military spending surged. Even if the Russia-Ukraine conflict ends, the pace of Europe's defense buildup is unlikely to slow down.
From this perspective, increasing defense spending makes accelerating the transition of defense and weapons systems to AI inevitable. In this regard, Palantir will also benefit from the growing demand for digitization, AI, and data intelligence in European militaries.
@MSX_CN Saw that Pltr's stock tokens are also available on Maitong http://(msx.com)/?code=e5PH49. Trading U.S. stocks with stablecoins is so much more convenient.
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