Editor: Emanuele Marabella
Hi, Iβm Arny π If you want to talk about Palantir with me and other passionate investors, join my community on Patreon.
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Last week:
David Davis, Conservative Member of Parliament, shared his skepticism on Palantir at the Parliament, arguing that βeven if it behaved perfectly, nobody would trust it.β
However, the following day, the website DigitalHealth.net, disclosed that the NHS procurement has now been signed off by ministers. It should only be a matter of days before the final announcement. Will this be the end of the saga?
Palantir stock rose +7% to $19 the day after this NHS update spread. I had the opportunity to discuss Palantirβs valuation at Palantir Weekly Podcast #99 hosted by Amit:
Time Magazine wrote an article explaining how Ukraine is using AI to help clear Russian landmines.
βPalantir and Ukrainian agencies worked together to develop a platform that combined data from government agencies, including the Ministries of Education, Defense, Agriculture, Energy, and Infrastructure, with information like cell phone data from Ukrainian mobile operators, which can reveal how many people are actually living in an area or using certain roads.β Time
Palantir Apollo is now available for free trials. I shared what Apollo is and why it is crucial, in the article below.
Palantir Head of Public Health participated at the Milken Institute Future of Health Summit explaining how crucial it is to integrate data in order to make sense of it.
Palantir CTO Shyam Sankar participated at the Defense & Aerospace Daily Podcast discussing Bidenβs executive order on AI, the Pentagon procurement and the new generation of military tech companies.
Jim Cramer, CNBC, professes himself as βMr. Palantir.β Back in May, he defined Palantir as βnot a real companyβ and the stock doubled since. Should investors be worried?
Tweet of the week
RBCβs Analyst is still convinced.
Yours,
Arny
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
Apollo free trial is a good idea ... time to open up and be more closer to reality and potential clients ... being all mysterious and black box is not good for any business that wants to scale big time ... .
Google is famous for not revealing too much about their business ... just try reading their 10-Q 10-K, IR, slides ... there is not much one really gest in terms of HOW they operate the business, which is great ... but everybody knows the products and uses them and they see it ... . So Palantir need to find the balance between being out there and not showing their 'secret sauce' ... .