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I think $Palantir (PLTR.US)$ has just turned a corner. They ...

I think $Palantir(PLTR.US)$ has just turned a corner.
They have a very strong balance sheet with $2.5B in cash, ~$800M in TOTAL liabilities, and is now profitable.
What is Palantir's long term TAM? How fast can they scale? Can their competitors displace them?
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