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

Palantir developments and the crowned “Tweet of the Week”

and

Nov 01, 2023

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!

Financials

🔎 Palantir Q3 hints

Arny Trezzi and Emanuele Marabella

October 28, 2023

Editor: Emanuele Marabella. Palantir will release its Q3 earnings results on November 2nd before the opening of U.S. markets. Q3 will be particularly important as last quarter Palantir guided for the first Revenue acceleration since the DPO.

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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.

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.
link
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!

Palantir Korea employee Amy Seo presented how AIP works.

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.

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

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

Either Square,
Palantir's Missing Link
author, some US titans have a new Foundry active link:
Palantir CEO Alex Karp is expected to participate at the UK AI Safety Summit on Nov 1st and 2nd.

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

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?

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

Tweet of the week

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

Yours,
Arny

You can also reach me at:

Twitter X: @arny_trezzi
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