Palantir Bullets

Share this post

🇮🇱 Palantir chooses a side | Bullets #47

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

🇮🇱 Palantir chooses a side | Bullets #47

Arny Trezzi
and
Emanuele Marabella
Oct 17, 2023
7
Share this post

🇮🇱 Palantir chooses a side | Bullets #47

www.palantirbullets.com
3
Share

Editor: Emanuele Marabella

Hi, I’m Arny. Thank you for joining 2.959 investors. Please hit the ❤️ button if you enjoy today’s article and share it.


Last week:

  • Palantir chooses a side in the Israel-Hamas conflict:

“Certain kinds of evil can only be fought with force. Palantir stands with Israel.” - Palantir on X

link
  • Palantir announced Q3 Earnings will be released before markets open on November 2nd. The webcast will be at 6:00 AM MT / 8:00 AM ET.

  • Palantir announced two new Mixed Reality products:

    • 1) MR Service: MR infrastructure that leverages OSDK;

    • 2) IC2: defense app developed on top of 1).

      link
  • The Spanish Ministry of Defense has awarded Palantir a €17mn contract.

    link
  • Palantir won a $250mn contract for JADC2. This is confirmation of the contract we uncovered last week. Furthermore, Palantir partnered with L3 Harris to provide JADC2 capabilities:

    • L3 Harris provides battlefield sensors and collection platforms.

    • Palantir provides analysis for actionable intelligence.

      link
  • Palantir won a £1.5mn contract to provide the UK Government with Trade Analytics Solution for 6 months.

    link
  • Palantir won a new $6mn contract from the US Office of Medical Services.

    link
  • New active links unveiled by Either Square and Brett:

    • Northwell

    • NY Health

    • Mohawk

    • Paramount

    • Bedfordshire Police (UK)

  • Ted Mabrey, Palantir Global Head of Commercial, seeks to “double down” on the success of the AIP Bootcamps:

link
  • Palantir became a “Principal” of the SOSA (Sensor Open System Architecture). One step closer to Prime?

Image
  • Microsoft announced new AI tools for Healthcare, creating competitive pressure for Palantir.

    link
  • Former 7 year Palantir employee disclosed this in an interview at

    @AlphaSenseInc. Thanks RC for sharing!

"Palantir is ahead of anything else in the market." - Alpha Sense interview.

link

Tweet of the week

Chad got me.

Yours,
Arny

If you found this post helpful please help me reach other investors!

Share

Join me on Twitter X: @arny_trezzi

7
Share this post

🇮🇱 Palantir chooses a side | Bullets #47

www.palantirbullets.com
3
Share
Previous
Next
3 Comments
Share this discussion

🇮🇱 Palantir chooses a side | Bullets #47

www.palantirbullets.com
Maverick Equity Research
Writes Maverick Equity Research
Oct 17·edited Oct 17Liked by Arny Trezzi

awesome coverage, thank you!

Expand full comment
Reply
Share
1 reply by Arny Trezzi
Amrita Roy
Writes The Pragmatic Optimist
Oct 17

Great post, Emuanuele and Arny!! Love your coverage on Palantir.

Expand full comment
Reply
Share
1 more comment...
Top
New
Community

No posts

Ready for more?

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