NHS Cancer, Spanish DoD, SouthWest Disaster | Palantir Bullets #7

This week's Palantir developments and the crowned “Tweet of the Week”

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PLTR 0.00%↑ this week:

• Palantir helps cancer patients receive treatments two days sooner at NHS. A new article from the British TheTimes unveils how Palantir’s pilot helps the NHS reduce paperwork, which, in turn, helps patients receive appointments faster and have a single digital record of their illness. Currently, Palantir has been used by 20 NHS trusts and the NHS plans to roll out Foundry to all hospitals in the summer.

らっち@🇺🇸投資3年生🔮 @racchikabu

$PLTR NHSのがん治療の待ち時間を短縮するPalantirソフトウェアの試験運用を実施。この技術は20のNHSトラストで使用されており、待ち時間が短縮し、がん患者が平均で2日早く救命処置を受けられるようになった。NHSは夏に、イングランド内の全病院にこのソフトを拡大する予定。thetimes.co.uk/article/nhs-ca…

• Palantir obtained a ~$270k proof of concept contract with the Spanish Ministry of Defence. Last week we saw Palantir obtaining a ~$90mn contract with the UK. The substantial increase in NATO military spending creates a huge opportunity for Palantir (Palantir Government: It’s now or Never).

らっち@🇺🇸投資3年生🔮 @racchikabu

$PLTR スペイン政府官報が12月に公開した契約正式決定通知書よると、パランティア スペインは、2022年11月18日に授与されたスペイン防衛省との、軍隊情報システム分野の情報統合・解析の為の商用ソリューションの概念実証の為の調達による€256,200.00の契約獲得を明らかにしたboe.es/boe/dias/2022/…

• Shyam suggests South West Airlines adopt Skywise after a holiday meltdown due to outdated tech. I went into detail in a previous article about how the success of Skywise is crucial for Palantir’s growth (Palantir's Skywise: the Runway to Monopolize the Sky). Skywise, developed between Airbus and Palantir, manages more than 60% of all commercial aircrafts including 55% of Boeing’s fleet. 160+ airlines.

Shyam Sankar @ssankar

@Kentoinabento @SouthwestAir @PalantirTech We are at the ready. Foundry powers network ops, maintenance ops, crew management today and so much more. Used by 160+ airlines already.

• Palantir's Missing Link
  unveils the “Palantir ecosystem” within the UK Defense is expanding. Babcock and Network Rails are both Foundry users and Ministry of Defence suppliers, which is a Palantir client too. The bigger the network, the stronger the network effects (Palantir: the Biggest Networks Start Small).

Either_Square @Either_Square

Palantir is connecting everything as if it were the cardiovascular system of the UK. And other "known unknowns" of Foundry and Gotham's help in defending Great Britain.

eithersquare.substack.comInside Palantir’s work with British defenseInsights of the UK military + Foundry, beyond the contracts

• Palantir is helping bend the arc of history. In his recent letter, Alex Karp, Palantir CEO, underpins Palantir’s commitment to the front lines in Ukraine differently from other tech companies which “find ways to work with our adversaries.” The full letter can be found here.

Related Tech trends/Macro:

• AI software market size is expected to reach $1trn by 2032. Palantir is uniquely set to capture a sizable chunk of it: in September, Palantir was awarded by ICD as the #1 vendor for AI software, ahead of Microsoft and AWS.

Mike @Mike09964617

precedenceresearch.com/artificial-int… $PLTR recently ranked No. 1 in worldwide AI software study. The global artificial intelligence (AI) software market size was evaluated at USD 138.4 billion in 2022 and is predicted to hit around USD 1,094.52 billion by 2032, growing at a CAGR of 22.97%

• 2022 was a rare year with Treasuries underperforming a S&P500 bear market. This underperformance is quite peculiar as bonds are typically considered “safe” and a hedge against equity crashes.

Maverick Equity Research 🇺🇦✌️🇺🇦 @Maverick_Equity

2022 review in one chart: 👉S&P 500 $SPY -20% 👉Bonds crushed but not all equal: $TLT (20-year+) pain with -31.24% $AGG (US IG: treasuries, corp, MBS, ABS, munis) just -12.93% $SHV (1-year/less) even with 2022 ramping inflation & interest rates a remarkable positive +0.89% 👌

• Unprofitable tech stocks, where Palantir belongs, dramatically underperformed the S&P500 and Nasdaq in 2022. The raise in interest rates created enormous pressure on the valuations of the sector, despite many companies having no debt (PLTR fights vs a tough competitor). At these relatively low valuations, I expect money managers will not be indifferent to Unprofitable Tech Stocks in the next quarterly portfolio rebalances. Thanks to

  Maverick Equity Research
  .

• The Growth stocks’ spring is loaded. The relative underperformance of Growth stocks is similar to that after the DotCom bubble burst. Any clear sign of the FED pivoting or inflation reduction could generate substantial performance.

Game of Trades @GameofTrades_

Growth stocks have reached historic levels of underperformance Even just a mean reversion play should yield solid returns If interest rates fall that just adds fuel to the fire

Tweet of the week

Chad @PalantirChad

$PLTR Biden signed the Omnibus Bill ($1.7 TRILLION)! Maybe @PalantirTech could benefit a little from it. Damn if they love to print money though.

Happy new year!

Yours,
Arny

View expresses are my own and do not represent Financial Advice in any way.
I own (many) PLTR stocks.