The ongoing conflict in the Middle East could lead to increased demand for Palantir's security and surveillance software. This is because in times of conflict, there is usually a heightened focus on monitoring and analyzing data related to security threats. Additionally, Palantir has contracts with various government agencies and defense organizations that may have an increased need for its software in such situations. This could lead to an uptick in government contracts and demand for Palantir's services, potentially increasing its revenue and boosting investor confidence.