👀 xAI Partnership Disclosed | Palantir Bullets #119

Dev Con 2, UK Prime Minister, Coles

Hi, I am Arny 👋

With Palantir Bullets, we proved that when a business seems complex, there could be outsized returns for those who dig beneath the surface.

Apollo is a financial company that, thanks to a deeply integrated model, is structurally able to generate high returns with low risk. Like Palantir, Apollo plays to win.

Last week I shared my thesis, which you can find below.

☀️ Apollo: Hail to the God of Credit

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Editor: Emanuele Marabella

Last week:

• Palantir CEO met with the UK Prime Minister Keir Starmer:

• Palantir held its second DevCon:

  

• xAI and Palantir disclosed their partnership:

  

• Palantir was mentioned by Coles’ Chief Operations and & Supply Chain Officer during their Q4 results call:

  

• Bari Weiss interviewed CEO Alex Karp:

• Morgan Stanley raised its price target to $115 from $95.

Palantweets

Tweet of the week

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.