FROM 5G TO $5 | Palantir Bullets #38
This week's Palantir developments and the crowned “Tweet of the Week”
Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 2.590 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article and share it!
Last week:
Palantir is selected by the DoD to automate spectrum coordination workflows (5G)
"Palantir's software will enable DISA's Defense Spectrum Organization (DSO) to support formal and informal coordination processes between the Department of Defense and commercial licensees." - Palantir Press Release
Palantir obtained a 5y extension with WesTrac:
- reveals that Coates Hire, Australia’s biggest equipment rental company, uses Foundry.
RBC analyst reiterates its $5 target price on Palantir.
"we remain cautious on Palantir. We recognize that being on the sell-side, we have the luxury of being “long-term shorts” on the name, while it could be dangerous to short the stock in the near-term, given the aforementioned risks (even if Palantir is, bizzarely, the most expensive stock in software)" - Rishi Jaluria, RBC Capital
Palantir ranks 2nd as the “most prestigious company” to work for, according to PrestigeHunt
Palantir and BDR Solutions announce a strategic partnership to enhance healthcare solutions.
“One of the upcoming opportunities stemming from this partnership is the development of a Common Operating Platform for the VA Office of Enterprise Integration. By leveraging Palantir's expertise and BDR Solutions LLC's domain knowledge, this platform aims to streamline operations, enhance collaboration, and drive efficiency within the VA ecosystem.” - BRD Solutions press release
Tata Consultancy Services uses/sells Foundry.
Shyam Sankar, Palantir CTO, explained his insider sales (1.9mn shares) in a reply:
Dan Ives accepted to have an X Spaces with Amit from Daily Palantir and I. Stay tuned!
Thoughts on the coming Q2 results:
Tweet of the week
Yours,
Arny