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Palantir developments and the crowned “Tweet of the Week”
Editor: Emanuele Marabella
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The epic moment of the week!
Palantir last week:
Palantir CEO dropped a precious hint on the growth of its newest product. This happened during AIP Con, the conference where clients showcased their experience with Palantir's AI Platform.
“Karp mentioned 150 organizations officially USING AIP — up from 100 last month.”
Palantir CEO met with AI leaders - such as Elon Musk, Mark Zuckerberg, Bill Gates, Sundar Pitchai to discuss with lawmakers.
Palantir signs a deal with the UK defense titan Babcock to leverage AIP.
“The arrangement will see Babcock rely on Palantir’s artificial intelligence to develop the Type 31 frigate, while also helping to maintain its naval submarines and army equipment”
Either Square dropped another great presentation on Palantir X NHS. Notice: 9 days to the NHS deal award!
"I’ve assembled a document with active NHS Hospital Trust links, a map, some comparison with official data & the reason behind NGOs hating on Palantir."
Aramco, one of the biggest companies in the world, seems to be testing Foundry.
"This would be a BIG thing if the trial succeeds. Energy companies normally take ~3 months to be made public. This, alongside Berkshire Energy, requires special treatment. I'll be making updates."
Waste Management has a Foundry active link. Was the work with SPAC Rubicon a key enabler for this?
"If the pilot succeeds they could turn into a new paying customer for Palantir. They employ over 40,000 people and currently have a market cap of $65B." - Either Square
Lennar Corporation seems to be using Palantir Foundry.
"The Fortune 500 company employs over 10,000 people and operates in the Home Construction industry. They've had a link for a couple of months, and it still remains active." - Either Square
Kloeckner Metals (Klöckner & Co.), a German steel producer and metal distributor, seems to be using Palantir Foundry.
"They employ over 7,000 people and offer over 200,000 products through 150 locations." - Either Square
ADIA (Abu Dhabi Investment Authority), which manages $853B in assets seems to be using Foundry. Great spot Lord Grim!
A Chinese investment bank starts Palantir coverage with an "overweight rating."
"Shanghai-based Guotai Junan Securities research firm starts Palantir research coverage with an Overweight rating, $20.50 price target"- @SKaraahmetovic
Surgence, the platform developed by Palantir and Concordance for healthcare supply chain management reported to have 90+ partners.
"Is this Palantir's next Skywise?" @Kross_Roads
HSBC analyst Stephen Bersey initiates coverage on PLTR with a Hold rating and a $16 price target.
"Good to see decent return analyst paying attention to Palantir."
Tweet of the week