🚀 We Are So Early | Bullets #52
$20 breakout, FedStart, Tampa, AIP on racetrack, Thiel sells.
Editor: Emanuele Marabella
Hi, I’m Arny. I am excited to announce our “Palantir Bullets” weekly format is celebrating its first birthday, thank you for sharing this journey 🥳
Palantir’s stock has risen ~180% and +2,500 investors joined us since the first weekly recap of what I believe will become the “next Big Tech.”
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Last week:
Palantir broke the $20 barrier (for now…)
Palantir released a video explaining FedStart. FedStart its new Accreditation-as-a-Service offering to provide federal market access in a fraction of the time and cost.
Palantir also unveiled a new video on how Tampa General Hospital is using AIP to unlock value across functions:
“Once we deployed Palantir we reduced the time of our patients under antibiotics by 30%” - Etter Hoang, TGH Sr. Director Analytics
AIP Bootcamps shift gear: now even on a racetrack!
Palantir is in discussion with Ukraine to expand its capabilities to “justice and accountability.”
Palantir won a $15mn contract with the Spanish Armed Forces in October.
UK NHS dedicated a page to address FAQs about the program. The final announcement should arrive in the next few days.
Peter Thiel’s VC, Mithril Capital, sold almost $50mn shares.
Coatue, a top investing firm in public tech and Palantir shareholder, has dropped an AI primer: we are early.
You can download the full “The AI Revolution” deck from this
article:
Microsoft announced Fabric, “the data platform for the era of AI.Fabric.” Should we be worried? I’ll share my thoughts in the coming days.
“Today is the first day of Microsoft's end game, and it's going to mean massive competition for Palantir.” - CodeStrap
The Palantir Community never sleeps:
Palantir Weekly, hosted by Amit reached episode #100!
Emir shared a deep research on the SPACs impact:
Sentiment on X:
Tweet of the week
Yours,
Arny
You can also reach me at:
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.