Palantir Bullets

Share this post

NHS Deal? Maybe... | Palantir Bullets #32

www.palantirbullets.com

Discover more from Palantir Bullets

Spotting market asymmetries through the lenses of a former Equity Analyst.
Over 3,000 subscribers
Continue reading
Sign in
Weekly

NHS Deal? Maybe... | Palantir Bullets #32

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

Arny Trezzi
and
Emanuele Marabella
Jun 27, 2023
11
Share this post

NHS Deal? Maybe... | Palantir Bullets #32

www.palantirbullets.com
1
Share

Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 2.214 investors who receive the deepest Palantir research. Please hit the ❤️ button if you enjoy today’s article.


PLTR 0.00%↑ last week:

  • Louis Mosley, Palantir’s Senior VP, shared at Bloomberg that Palantir’s contribution to Ukraine opened many opportunities with NATO countries.

“We've been in Ukraine as you know for the last 18 months and I think that's opened the eyes not just of Europe but the wider world to where there might be gaps in military capability. People have seen what works on the battlefield and what doesn't. Clearly that has opened a great deal of opportunity for us around the world.” - Louis Mosley

  • Palantir introduced FedStart, the Accreditation-as-a-Service product that enables commercial companies to easily sell to the government.

“FedStart unlocks FedRAMP Moderate and IL5, the security accreditations required to sell to civilian agencies and the Department of Defense, respectively. FedStart is on track to support FedRAMP High and IL6 within the next year.” - Palantir Blog

link
  • Forbes wrote an article on Palantir on its expanding presents in healthcare, on track with CNBC’s article of the last week.

“When contemplating big data analytics, it is imperative to discuss Palantir.” - Forbes

link
  • Palantir wins a £25nm contract with the NHS to transition projects to Federated Data Platform, the £480 million contract expected to be awarded in Autumn.

“The new interim contract will ensure there is no gap in service provision and support the smooth transition from one platform to another.” - NHS England

link
  • Palantir has signed the UK Foreign, Commonwealth, and Development Office’s Ukraine Business Compact, showing its commitment to the reconstruction.

“Resilient recovery is more than possible in Ukraine. Palantir is ready and willing to support this effort. Together we look forward to help in building back a modernized prosperous Ukraine.” - Louis Mosley

link
  • David Spirk, Pentagon’s first Chief Data Officer, now Palantir Senior Counselor underscored the need for interoperable data standards.

“If you're not making yourself and your company capable of interoperating in an automated manner at mass, you're probably not going to find yourself at the table much more.” - David Spirk, Palantir Senior Counselor at Palantir

link
  • Airindia will be an Airbus’ Skywise Core X3 client. The bigger these customers become to Airbus, the better for Palantir as I described in a dedicated article (Palantir's Skywise: the Runway to Monopolize the Sky)

“Air India has firmed up its order for 250 Airbus aircraft and selected an Airbus maintenance and digital package to power the airline’s transformation and growth strategy.” - Airbus

link

Share

Tweet of the week

link

Yours,
Arny

Join me on:
Twitter: @arny_trezzi
Youtube: @Arny Investing
CommonStock: @arny_trezzi

11
Share this post

NHS Deal? Maybe... | Palantir Bullets #32

www.palantirbullets.com
1
Share
Previous
Next
1 Comment
Share this discussion

NHS Deal? Maybe... | Palantir Bullets #32

www.palantirbullets.com
Maverick Equity Research
Writes Maverick Equity Research
Jul 3Liked by Arny Trezzi

great take, thank you!

Expand full comment
Reply
Share
Top
New
Community

No posts

Ready for more?

© 2023 Arny Trezzi
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing