👑 "Imposter" is #1 AI Vendor | Bullets #49

Palantir developments and the crowned “Tweet of the Week”

Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 3.078 investors who receive Palantir’s deepest research. Please hit the ❤️ button if you enjoy today’s article.

Tomorrow Palantir will release its Q3 earnings. Be prepared!

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Last week:

• The award of the £580mn NHS deal seems closer as the acquisition of EMIS from the United Health has just been completed. This was a major roadblock preventing the award.

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• Alex Karp, Palantir CEO, was interviewed by the UK BBC about “Palantir potentially selling NHS data.”

• Dresner Advisory Services named Palantir the #1 Vendor in AI, Data Science, and Machine Learning.

  

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• Biden unveils the US government’s first-ever AI executive order requiring new safety assessments, equity and civil rights guidance, and research on AI’s impact on the labor market. In other words, welcome AI regulation!

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• Palantir Korea employee Amy Seo presented how AIP works.

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• Palantir uploaded a new Promo video on how it is empowering Ferrari beyond F1.

• Palantir uploaded a new video with Global Head of Commercial Ted Mabrey, explaining why AIP Bootcamps are successful.

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• The Motley Fool mentioned a tweet from David Marra, Head of Mixed Reality, and explained how Mixed Reality will be critical for the DoD.

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• Feedback from a community member unveils that Peter Thiel is “not actively involved” in managing Palantir.

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• Either Square,

  Palantir's Missing Link
  author, some US titans have a new Foundry active link:

  • Chevron

  • LyondellBasell

  • Cooper Standard

• Palantir CEO Alex Karp is expected to participate at the UK AI Safety Summit on Nov 1st and 2nd.

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• Interest in “AI” and “ChatGPT” rebounded. New peaks soon?

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• Morningstar released an article affirming Palantir is ~35% overvalued and should be worth $11. Among the bear arguments “It will likely be several years before Palantir will achieve GAAP profitability.”. Has MorningStar missed the memo?

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Would you like to discuss Palantir with me and other passionate investors?

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Tweet of the week

The fundamentals that drive Palantir’s stock price in the short term…

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Yours,
Arny

You can also reach me at:

• Twitter X: @arny_trezzi

• YouTube: arny_trezzi

• Patreon: arnytrezzi

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