💊 Look at the Matrix: AIPCon 5 | Palantir Bullets #95
💊 Look at the Matrix: AIPCon 5 | Palantir Bullets #95
AIPCon 5, Karp message, $50 target
Editor: Emanuele Marabella
Last week:
Palantir held the 5th edition of AIPCon (full livestream), where clients like AT&T, Komatsu, and Lear showcased their use cases using Palantir’s Artificial Intelligence Platform. Below are Emir’s and my considerations on the event:
During AIPCon 5, CEO Alex Karp was interviewed with CNBC.
"We believe Palantir is going to be 10x BIGGER" - Palantir CEO Alex Karp
Palantir won a 5-year $99mn contract with the Army to deploy User-Centered Machine Learning (UCML). In April, Palantir wrote about UCML in a blog. Great spot, @PLTRs_Palantir!
Palantir CEO dropped a new message to Palantirians and “those who invest their tendies:”
The Wall Street Journal wrote a piece about the retail investors community:
“It’s almost like a big group chat from around the whole world putting together research” - Brett Krieger
“Despite strong bookings in commercial, the early stage of AIP monetization and a lumpy Government business ahead of elections keep us on the sidelines.” - Citi
Bank of America raised its price target to $50 from $30. How reasonable is that? Emir and I performed a Reverse DCF:
Palantweets
Tweet of the week
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.