$Palantir Technologies Inc.(PLTR)$for some reason, I'm not buying into this stock. I've read up about its capabilities but the TAM seems to be effy and on a niche need-basis. A lot of G projects. Corporate wise, still growing. 

Moat? Scalability? 

Yes on moat. But market is not as big as it would seem. Its positioning as an expert in finding the data needle in the haystack and making sense of the complexity behind data provided makes it seem that only spy agencies, intelligence and, espionage, and military ops would want it. Corporate wise, there could be applications no doubt. But I have doubts on its scaling. Given that each approach is tailored. 

Stickability? 

Yes and no. A customer can return to ask for something else. But can your profit margin have continuity? It depends on the project. 

Someone needs to convince me that Palantir has something that I can say a big YES to.