The Palantir Playbook: How to Spot the Next 100% Runner

Let’s be real—Palantir’s 2025 run was *chef’s kiss* perfect. A 100% YTD surge? That’s not just a moon shot; it’s a warp-speed hyperdrive into the stratosphere. But here’s the thing: Palantir didn’t just wake up one day and decide to print money. There’s a method to the madness, and if you’re looking for the next big thing, you’ve got to understand the code behind the surge.

The Palantir Algorithm: Growth + Hype = 🚀

Palantir’s success wasn’t just about AI—it was about timing, execution, and a market that was *desperate* for the next big thing. The company’s Gotham and Foundry platforms became the backbone of its revenue, proving that even in a crowded AI space, a focused product can still dominate.

But here’s the kicker: Palantir’s valuation got *wild*. At 123x sales, it was the most expensive stock in the S&P 500. Compare that to Nvidia, which was tripling revenue but still trading at a “reasonable” 46x sales. That’s the difference between a well-optimized app and one that’s running on pure hype.

The Next Palantir Candidates: Where to Look

If you’re hunting for the next 100% runner, you’ve got to look beyond just growth. You need companies that are:
– Growing fast (like Palantir’s 61% YoY agent acquisition at The Real Brokerage)
– Trading at reasonable valuations (unlike Palantir’s nosebleed multiples)
– Leveraging AI in a way that’s actually sticky (like TSMC’s semiconductor dominance)

1. The Real Brokerage (REAX) – The AI-Powered Real Estate Play

REAX is quietly building something special. With a 61% YoY increase in agents in Q1 2025, it’s proving that lower costs and better software can attract talent. The real estate market is ripe for disruption, and if REAX can scale like Palantir did, it could be a sleeper hit.

2. AppLovin – The AI Ad-Tech Dark Horse

AppLovin is flying under the radar, but it’s positioned perfectly for the AI boom. If you’re looking for a company that’s already benefiting from AI without the insane valuation, this one’s worth a closer look.

3. Taiwan Semiconductor (TSMC) – The AI Infrastructure Backbone

TSMC nearly doubled in 2024, and for good reason—AI needs chips, and TSMC is the king of chips. If you believe AI is the future (and who doesn’t?), TSMC is a safer bet than chasing the next Palantir.

The AI Gold Rush: Where the Real Money Is

The broader trend here is AI-driven growth. Companies like IBM, ASML, and Salesforce are doubling down on AI, and they’ve got the balance sheets to back it up. But here’s the thing: Palantir’s expectations are *already* priced in. If you’re looking for the next big move, you’ve got to find companies that are still trading at reasonable multiples.

Pagaya: The Hidden Gem?

Pagaya is often compared to Palantir, and for good reason. It’s got the same AI-driven revenue model, but without the insane valuation. If you’re looking for a high-growth play with a better risk-reward profile, this one’s worth watching.

The Bottom Line: Don’t Chase, Analyze

Palantir’s run was incredible, but it’s not a blueprint. The next big winner won’t just be about growth—it’ll be about execution, valuation, and long-term potential. So before you FOMO into the next hot stock, ask yourself:
– Is the growth sustainable?
– Is the valuation reasonable?
– Does the company have a real moat?

If the answer is yes, you might just have found the next Palantir. If not? Well, at least you didn’t blow your coffee budget on a meme stock.