🫧 Palantir is a Bubble | Bullets #100
Q3 Date; New Partnership, Defense Contractor
Editor: Emanuele Marabella
Last week:
Palantir announced it will release its Q3 earnings on Monday, November 4th, after market close.
Palantir partnered with Flyby Robotics, an American-made UAS developer, to empower Palantir’s Visual Navigation (VNav). VNav allows navigation without GPS, using onboard cameras and compute.
Palantir teamed with L3 Harris to enhance our WESCAM MX™-Series systems with AI/ML capabilities.
A new wave of X posts pointed out that “Palantir is a Bubble.” Is it? I discussed it with Amit Kukreja:
Palantweets
Tweet of the week
Yours,
Arny
Reach me:
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.
I feel like the earnings will be a great chance to blow a hole in the bubble theory, but it is really not that important.
When you can save a homebuilder like Lennar $7 million per new home development location, and they have over 150 locations minimum for their 80,000 new homes each year, the world will beat a path to your door.
https://www.youtube.com/watch?v=a3muSiXjttg