🚨 This Is Ridiculous | Bullets #109
$80, Army expansion, 17 clients feedback
Hi, I am Arny. Thank you for joining +7,000 investors spotting Palantir asymmetries.
Editor: Emanuele Marabella
Last week:
Palantir closed at $80 per share with a +385% YTD return. Not bad for an “AI imposter…”
Palantir expands Army Vantage with a $619mn 4y deal to operationalize data across the entire Department of the Army:
“To date, the Vantage program has supported over 100,000 users, achieving record high usage in 2024. Currently, more than 180 unique data sources are integrated with the Vantage ecosystem, providing seamless connectivity across the Army and the Joint community.”
Palantir partnered with Pray.com to accelerate new product launches with AIP and OSDK:
"Pray launched 9 months’ worth of new product features in a few months and reduced content translation time from days to minutes, multiplied over thousands of hours of podcasts."
Palantir partnered with TRM Lab, a blockchain intelligence platform, for FedRAMP High Authorization. Palantir granted FedRAMP High Authorization in early December.
Palantir partnered with Red Cat Holdings to equip Black Widow droners with Autonomous Visual Navigation and deploy Warp Speed for GPS-Compromised Environments:
"This begins in our multiple factories, where Palantir’s Warp Speed will optimize production, streamline our supply chain, change management, and quality assurance, ultimately reducing costs and improving margins."
The Financial Times reported that Palantir and Anduril are talking with many other tech companies, including OpenAI and SpaceX, to form a consortium to bid on U.S. government contracts jointly.
The AllInPodcast, the most influential podcast in business and tech with +700k subs, mentioned Palantir’s CEO Alex Karp:
UBS initiated coverage on Palantir with a $80 target after interviewing 17 clients. My favorite quote:
“The front end is just too unique. Palantir is really the perfect all-in-one platform, where you do everything on it, from the data lake all the way up to the analytics and implementation all in one place." - UBS report
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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.