$PLTR - Palantir's COO, @ssankar is one of the smartest executives in tech and rarely gives press interviews.

When he does, I listen. He gave one yesterday.

Here are 5-key takeaways from the interview with regard to Palantir's Future:

1/5
2/ $PLTR is thinking/exploring ways they could play a role in maintaining the US' lead in Bitcoin.

This is inview of Thiel's comments (Reminder: Thiel is the chairman of $PLTR)

I think something is cooking, though I don't expect to hear anything soon 👀
bloomberg.com/news/articles/…
3/ $PLTR's HQ

The company's culture has been strong through the pandemic.

Beyond the valley's ideologies, the move of their HQ to Denver from California is partly a hint of the major work they will be doing with helping scale AI solutions for heavy industrial clients in TX
4/
The significant R&D (Over $3.5B now) invested into Foundry & security features are paying fruits.

He expects it to help many more commercial clients handle shocks and disruptions to be resilient with Covid

The COO and the $PLTR Team recognized their strong investor base 😃
5/ Lastly, $PLTR's traction is gaining steam!

They are offering their software "free" to companies that are tied to the reopening of the economy.

Don't forget this is a core part of $PLTR's land and expand strategy - below👇

I expect all these to yield future rewards! I'm Long
I expect more commercial client traction that should translate to strong future revenue growth in the near-term!

Ya'll would be interested in this development. Just a cc: @Palantir_news @Palantir_Daily @JoTrader4 @sachinvats .

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More from @InvestiAnalyst

21 Apr
(1/6)

Just reviewed $IBM's Full Earnings Call to further digest their AI Ambitions relative to $PLTR

The new $IBM CEO is serious about their AI Ambitions.

This image below provides a foundation to understanding their current partnership with $PLTR

Here are the key takeaways: Image
(2/6)

The CEO talked about how they are utilizing $PLTR's Foundry to help them scale their AI Initiatives for their clients across industries.

It's important to remember that IBM Watson is the brand product name for their AI product feature and its used in collab with Foundry.. Image
(3/6)
The CEO is making new acquisitions and spinning off certain business lines to allow them focus on their Hybrid Cloud Compute and AI strategy

Gartner still regards them as a major leader in AI - Think about the synergies they could bring together with $PLTR for the future. Image
Read 9 tweets
18 Apr
$ETSY - The ultimate brand of personalization.

Why $ETSY could be $100B company by 2025 and a valuable lesson for New Investors.

Here is a Thread 🧵 //
2/ $ETSY Product:

Etsy operates a marketplace offering a largest selection of locally made gifts. Everything from jewelry, clothing, pottery, bath, body, now home furnishing and 10-more areas!

They operate a two-sided marketplace between buyers (82M) & sellers (4.4M) as at 2020
The Moat:

3/ Brand Recognition:
• Over 80%+ of purchases on $ETSY are made by organic buyers compared to 20% paid by marketing

• This level of word of mouth helps to lower CAC and drives scale.

• $ETSY has become a household name and this is likely to stick post-pandemic.
Read 19 tweets
17 Apr
Primer on How Investors can build an AI Portfolio to capture the $13T Opportunity from Artificial Intelligence by 2030.

Mega Thread //

• A Framework for evaluating AI Companies
• Top Companies that will continue to dominate
• First Principles basics on AI

Let's Review⬇️🧵 Image
* Disclaimer: Not advice

1/Some context - This is a follow-up to a Twitter spaces with some brilliant folks:

Thread Outline:
• Foundational elements
• Debunking AI
• My framework for structuring an AI portfolio
• My Top Companies to watch
• Market Opportunity
• Summary
🔽
2/ What's AI?

Debunking it - AI simply involves training a complex system with huge amounts of data using algorithms (instructions), then using that trained system to make predictions about new data it has never seen.

Below is a break-down of the types (ML & NLP are common) Image
Read 27 tweets
22 Mar
$UPST Pt-2: Analysis on Future Growth Drivers.

I took some extensive time to write a comprehensive report on their FY 2020 Financial report and What to expect in 2021.📙

Many people might ask if they have missed out? No, there's more L-T!

Here is why in my article Preview:📩👇 Image
1/ Brief Overview:

I start the article with a very brief overview of Upstart for those new to the story.

However, if you want a shorter form – read my thread below or if you know everything - you can skip it.

2/ $UPST - I provided a breakdown of the 2020 Earnings R. –

Couple of things made the earnings report stunning! I explain:

• The driver of the 40% Growth
• The Operating margins and profitability
• The important customer metrics that 'Wow'd'
• How the business is scaling
Read 9 tweets
17 Mar
$UPST FULL Thread on Upstart Holdings - Up 47%!😯

Why I've been bullish on this leader in AI disrupting the Trillion-dollar Consumer Lending Market!

✅What is so special?
✅What are the Competitive advantages?
✅ $LMND of Lending?

Let's explore in this deep thread👇👇
1/ Thread Overview:

2- Company Overview
4-Competitive advantages & Emerging Moats
5 -Financials & Customer Growth
7 - Market Opportunity
8 - Management Team
9- The bear thesis & Risks
2/ $UPST Overview:

A lending platform that applies AI & machine learning to improve the consumer lending and underwriting process for making effective credit assessments.

They help their bank partners by referring loans, creating a seamless and simple consumer facing app.
Read 21 tweets
16 Mar
$FUTU vs $TIGR - MEGA THREAD Summary:

• What are the differences vs similarities btw both companies?
• 🚨Revenue Growth rates over 281% & 152% respectively
• What are the risks of Investing? Can we trust both?
• $FUTU Earnings Recap
• Are they worth it?

Biz Thread below👇
0/ Thread Overview [Skim to your sections]

1: Financials Overview
2-3: $FUTU vs $TIGR Competitive advantages
4-5: Financial Analysis Summary
5-6: Management Teams
8: The Risks to Weigh
10: Industry and market Opportunity
1/ Company Overview: Super easy, nothing much.

$FUTU & $TIGR - Platforms that enables buying & selling of equities.

* Additionally provide margin financing, ESOP management, IPO Services, Investment Banking.

* $FUTU has more of a growing Wealth Management biz
Read 15 tweets

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