👁 Q1: Waching You | Palantir Bullets #76
👁 Q1: Waching You | Palantir Bullets #76
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Last week:
CEO Alex Karp and his advisor Jacob Helberg discussed how AI defines power and warfare at the Hill and Valley Forum on AI Security. You can find the full conversation here, thanks @jawwwn_.
Jefferies Analyst Brent Thill raised its target price to $24 (from $22) into earnings. In February, the analyst raised the target from $13 to $22 after a spectacular Q4. Will he be “Karped” again?
"Expectations have climbed higher given the stock has rallied into the print, but we believe the 1Q setup is still achievable." - Brent Thill, Jefferies
Movie Director Klaus Stern presented “Watching You: the World of Palantir and Alex Karp” at the Movie DOK.fest München. The documentary, which investigates Palantir's origins and drivers, will be officially released on the 6th of June. You can see the trailer below:
As a reminder:
Tomorrow Palantir will release its Q1 results after market close. I will join Amit and Either Square for a special livestream!
On May 7 and 8, Palantir leaders will attend the AI Expo for National Competitiveness in Washington, of which Palantir is the Main Sponsor. Stay tuned…
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Yours,
Arny
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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