✅ Nasdaq100 at Warp Speed | Bullets #108

Warp Speed, Special Operations, Australian DoD

Editor: Emanuele Marabella

Last week:

• Palantir has been included in the Nasdaq-100 index, which will become effective on December 23rd.

• Palantir announced the first cohort of Warp Speed customers: Anduril, Shield AI, L3 Harris and Panasonic Energy:

• Palantir signed a $37mn expansion for 1y with US Special Operations Command.

"This contract award leverages Palantir’s multi-vendor development ecosystem and the Ontology Software Development Kit (OSDK) to expedite software deployment at the edge.

• Palantir signed two modifications awards with the

  Air Force worth a combined $57.3mn to provide “data-as-a-service.”

• Palantir won a ~$3mn 6m deal with the Australian DoD. In October, it won a ~$5mn 3y deal.

• Palantir partnered with Grafana Labs, an observability platform, to deploy Fedstart and make Grafana’s solution available to all existing FedStart partners:

“Not only will this partnership make Grafana Labs’ technology available to U.S. government agencies, but it will also benefit all existing FedStart partners and other commercial entities requiring a FedRAMP or Impact Level compliant observability and monitoring solution as well.” - Palantir Blog

• Lowe’s CEO mentioned Palantir:

• Baird initiates coverage with a $70 target:

“PLTR has excelled at actually putting generative AI applications into production, which is where we expect most value to be extracted in the coming years.” - Baird

• Jacob Helberg, Senior Advisor to Palantir CEO Dr. Alex Karp, was just chosen by incoming President Trump as the next Under Secretary of State for Economic Growth, Energy, and the Environment.

• Palantir's Head of Defense commented on the Anduril partnership:

• Palantir sponsored the Army-Navy Game 2024:

  

Palantweets

Tweet of the week

What peak performance looks like:

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.