Forget Michael Burry's Short Thesis. Here's the Bull Case for Palantir He's Not Talking About.

Key Points Palantir's revenue is growing far faster than its workforce. Existing customers drove roughly 82% of Palantir's year-over-year commercial revenue increase in the second quarter. Palantir is also expanding its deployment ecosystem. 10 stocks we like better than Palantir Technologies › Michael Burry has publicly questioned whether data analytics giant Palantir Technologies (NASDAQ: PLTR) deserves to be valued like a high-margin software company. He has pointed to its rising accounts receivable and relatively low deferred revenue -- two factors that make Palantir's financial profile look more like that of a consulting company.