$Palantir Tech(PLTR.US)Sharing a perspective I came across, which I basically agree with based on my current understanding: I believe Palantir is overhyped, and the bubble will eventually burst. For example, Foundry and AIP are similar to the common tools used by manufacturing companies for process and equipment monitoring, yield improvement, etc. There are numerous commercial platforms and tools available in the market: Manufacturing Execution Systems (MES), data analysis and yield management, smart sensors and process control, and other specialized tools that are already widely used. The only new feature Palantir has introduced is the adoption of LLM (Logical Lifecycle Management), which all manufacturers are now incorporating into their proprietary systems. Gotham is merely applying the tools used in government defense and military operations to this context, and these tools are far behind those in the semiconductor industry. Ontology is just a fancy term for the old-fashioned way of data, analysis, and correlation to formulate action plans. Therefore, investors should be cautious.