⚽️ "MESSI OF AI" | Palantir Bullets #37
This week's Palantir developments and the crowned “Tweet of the Week”
Editor: Emanuele Marabella
Hi, I’m Arny. Thank you for joining 2.551 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article and share it!
Last week:
Wedbush initiates Palantir coverage with a $25 target. Dan Ives, Wedbush’s Managing Director is one of the most respected tech analysts on Wall Street. I’ll express my thoughts about this target on my Twitter.
"Palantir has built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade." - Dan Ives
Alex Karp, Palantir CEO, wrote an article in The New York Times expressing we are in an "Oppenheimer Moment." Someone reacted…
"!!" - Elon Musk
Palantir deepens its relationship with JD Power to leverage AIP in the automotive industry.
"Several auto manufacturers have already integrated the platform into their strategic planning processes." - Palantir press release
Shyam Sankar, Palantir CTO, participated in the No Priors Pod to discuss: "How Palantir's AI is revolutionizing defense and beyond."
"We feel like the value is really going to accrete to folks who own the application layer and the Enterprises and we're going to go after that very hard." - Shyam Sankar
Either Square dropped Dossier #2023 with the new active links uncovered. Among the key names: Berkshire H. Energy, Coca-Cola, BAE Systems.
"Healthcare, by far, has the most Foundry links." - Either Square
Palantir is testing a way to create Ontologies from raw data.
Tech Monitor wrote an article entitled "Why can’t the NHS quit Palantir?"
"Given the pace and scope of what the NHS needs, it is not viable for us to build our own [FDP], as we do not have specialist software development skills to do so in-house." - Tech Monitor
The US unveiled a $345mn military aid package for Taiwan to deter any possible Chinese invasion.
"The package - which an official said features intelligence surveillance and reconnaissance equipment and small arms munitions - will be drawn from the US' own reserves." - Channel News Asia
@PalantirChad shared a list of the potential catalysts:
Q2 Earnings | August 7th
AIPCon | September 14th
NHS Contract Announcement
Army Vantage Data Platform
TITAN Competitive Prototyping
S&P500 Inclusion
Space Force SW Services | Data Analytics IDIQ Contract
1st Software Prime Designation
Tweet of the week
Yours,
Arny