tech
February 27, 2026
A Palantir options trade to play a potential buying opportunity while defining risk
Jeff Kilburg on how he's trading Palantir.
TL;DR
- Anthropic's refusal to remove AI safeguards for military use may lead the DoD to seek alternatives.
- Palantir could benefit from increased government contracts if it integrates AI models from other providers like OpenAI or Google.
- Trader Jeff Kilburg is implementing a multi-legged debit spread on PLTR options to define risk and capitalize on potential upside.
- The options trade involves selling a put spread and buying a call, with a defined downside risk and unlimited upside capture above a certain price.
- Palantir's growth is also driven by commercial expansion, but a defense AI win would solidify its position.
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