😵💫 Inevitable Cramer Curse | Palantir Bullets #112
Construction partner, Protecting the Baltic, Morgan Stanley
Hi, I am Arny. Thank you for joining +7,000 investors spotting Palantir asymmetries.
Editor: Emanuele Marabella
Last week:
Palantir partners with EllisDon, a global construction services and technology company, to deploy AI.
The UK Ministry of Defense disclosed the existence of Nordic Warden. Nordic Warden, backed by Palantir, is the AI system that identifies ships and calculates the risk posed by each vessel entering areas of interest.
“While we acknowledge this positive inflection and are looking for ways to become more constructive on shares, the lack of visibility on material estimate revisions leaves PLTR trading too far ahead of the company’s intrinsic value to justify a rating upgrade.”
Palantir was affected by the “Cramer Curse”:
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Arny
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