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Palantir Bullets #1

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

Arny Trezzi
and
Emanuele Marabella
Nov 20, 2022
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Palantir Bullets #1

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Editor: Emanuele’s Notepad

Hi, I’m Arny 😊 Join more than 750+ fellow Palantir investors spotting asymmetries. Please hit the heart button if you like today’s newsletter. You could support my work with a Paid sub.


Palantir this week:

  • Palantir partners with Sonnedix. This is the first partnership with a 100% Renewable Energy client. The use of Metaconstellation to identify misaligned solar trackers proves how Palantir seeks to monopolize the Commercialization of Space. (Palantir’s $140bn Opportunity to Monopolize Space)

Twitter avatar for @PalantirTech
Palantir @PalantirTech
We're proud to announce our partnership with @Sonnedix. Sonnedix will use #Palantir MetaConstellation software to help identify misaligned solar trackers in need of repair using commercial #satellite imagery and #AI/#ML models. Learn more: bit.ly/3tK0v5r
Image
6:00 PM ∙ Nov 17, 2022
269Likes53Retweets
  • Babcock, UK's leading defence contractor is confirmed as a Palantir client. The partnership proves how Palantir empowers Legacy Defence contractors.

Twitter avatar for @Either_Square
Either_Square @Either_Square
🇬🇧 Babcock, one of the leading international defense companies, is using Foundry. babcock-uk.palantirfoundry.co.uk
Image
Image
12:23 AM ∙ Nov 18, 2022
38Likes6Retweets
  • Bank of America raises the target price from $13 to $14: “At current valuation you get Commercial and Cash for free.” This is exactly in line with what we shared previously, Bank of America’s Analyst is the only one capturing the strength of the Government business (Palantir: Data is the New Bullet, but Nobody Cares).

Twitter avatar for @jonescm128
Chris Jones @jonescm128
Bank of America maintains buy rating on $PLTR and raises their PT to $14 (from $13) A few highlights: 1. At current valuation you can get Commercial and Cash for free
Image
Image
3:35 PM ∙ Nov 10, 2022
192Likes28Retweets
  • Institutional ownership increases at ~38%. To spot who bought/sold check Chris Jones’ amazing Dashboard.

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  • Palantir sold some SPAC shares. Frankly, I struggle to make my mind up on why they reduced shares at the bottom, I will update you if the situation becomes clearer. Meanwhile, Fast Radius filed for Chapter 11. According to my analysis, SPACs are to be considered as a tool to bootstrap growth (Palantir SPACs’ Crucial Role in the Network), so even if most of them fail, that would not impact my thesis.

    Twitter avatar for @Timothy38296021
    T.J. Evans @Timothy38296021
    1/ $PLTR 13F filed by Palantir on Monday (sorry, I've been busy and got married Saturday so I haven't been as active!) reflecting their Q3 SPAC sales as shown in this screenshot for easy digestion (share amounts in 000s):
    Image
    3:46 PM ∙ Nov 16, 2022
    98Likes4Retweets
  • Microsoft launches a Supply Chain Platform. This is a clear attack on Palantir. Some competitive pressure could incentivize Palantir to increase execution effectiveness and increase awareness for the purpose of Foundry being needed to deal with macroeconomic stress. Paradoxically, I see it as a net positive signal.

  • The UK’s NHS contract should be "issued in the coming weeks.” The saga on the $360mn Data Platform contract continues. Palantir is getting obstruction by activist companies backed by George Soros, as

    Either_Square’s Newsletter
    reports.

Twitter avatar for @ChadPalantard
Chad @ChadPalantard
$PLTR NHS soon? The saga continues. @PalantirTech
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2:43 PM ∙ Nov 13, 2022
65Likes4Retweets

Related Tech trends/Macro:

  • The Tech layoff saga continues Amazon and Meta employees are the last victims. Palantir on the other hand is hiring aggressively (Palantir: Hunting Season is Open).

Twitter avatar for @EconomyApp
App Economy Insights @EconomyApp
Amazon started widespread layoffs in corporate ranks. 10,000 people impacted. Here is an updated look at tech layoffs in the past year.
Image
4:25 AM ∙ Nov 17, 2022
359Likes96Retweets
  • Nvidia collaborates with Lockheed Martin to build a Digital Twin of Weather Conditions. Since Lockheed Martin is a Palantir client, it is possible that Foundry is involved as the data foundation platform.

Twitter avatar for @SamMeciar
Samuel Mečiar 🕵️‍♂️ @SamMeciar
$NVDA $LMT Lockheed Martin, NVIDIA to Build Digital Twin of Current Global Weather Conditions for the National Oceanic and Atmospheric Administration Artificial Intelligence-Driven System Will Fuse Sensor Data to Provide Better, Timely World Picture
nvidianews.nvidia.comLockheed Martin, NVIDIA to Build Digital Twin of Current Global Weather Conditions for the National Oceanic and Atmospheric AdministrationLockheed Martin and NVIDIA today announced a collaboration to build an Artificial Intelligence (AI)-driven Earth Observations Digital Twin that will provide the National Oceanic and Atmospheric Administration (NOAA) with an efficient and centralized approach to monitor current global environmental c…
9:02 AM ∙ Nov 18, 2022
  • Lockheed Martin works with Microsoft to speed cloud workloads with the Pentagon. The 3y contract should help Lockheed (LMT) to avoid some of the repetitive security compliance processes for each new government project. It will be interesting to track if this is an Apollo integration or a substitution.

Twitter avatar for @SamMeciar
Samuel Mečiar 🕵️‍♂️ @SamMeciar
$MSFT Lockheed gets Microsoft classified cloud to speed work with Pentagon $MSFT will provide $LMT with its first classified cloud as part of a 3Y deal, making it easier for the United States' largest weapons maker to share information with the Pentagon, its top customer.
Image
8:28 AM ∙ Nov 17, 2022
7Likes1Retweet
  • Shipping costs fall substantially providing early signs of deflation. A potential decrease in inflation could decrease the Yield of the 10Y Treasury, which could help sustain the valuation of “Growth Tech” companies like Palantir (Palantir Fights vs. a Tough Competitor).

Twitter avatar for @SoberLook
(((The Daily Shot))) @SoberLook
Container shipping costs are down nearly 80% from a year ago.
Image
11:25 AM ∙ Nov 18, 2022
64Likes27Retweets

Tweet of the week

Twitter avatar for @ChadPalantard
Chad @ChadPalantard
$PLTR Bernie Madoff’s $70B Ponzi scheme was busted with the help of @PalantirTech in 2008. I wonder if the technology will be implemented to analyze the latest @SBF_FTX scandal
6:30 PM ∙ Nov 14, 2022
79Likes6Retweets

Yours,
Arny

Not Financial Advice. I own (many) PLTR stocks.

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Palantir Bullets #1

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Maverick Equity Research
Writes Maverick Equity Research
Nov 21, 2022Liked by Arny Trezzi

great, thank you!

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