[$PLTR] This is a running thread library for all my research on Palantir Technologies.
I've written over 50K+ words studying $PLTR this year alone. This is my plan of organizing everything into a meta thread:
I've written over 50K+ words studying $PLTR this year alone. This is my plan of organizing everything into a meta thread:
1/ My fascination for $PLTR started a few years back when I started working in ML, but stock-wise, I started writing in early December 2020.
This was my first initial overview and shallow dive. (We were very few on Fintwit back then):
Read:
investianalystnewsletter.substack.com/p/palantir-tec…
This was my first initial overview and shallow dive. (We were very few on Fintwit back then):
Read:
investianalystnewsletter.substack.com/p/palantir-tec…
2/ In February, I provided a full thread analysis on their Q4 results which was their first on the public market:
Many people liked the thread funny enough:
Many people liked the thread funny enough:
https://twitter.com/InvestiAnalyst/status/1361779992867311620
3/ I provided my expectations and thoughts prior to $PLTR Q1 Results:
- How $PLTR would balance profits vs growth
- Latest updates
- Big Topics
seekingalpha.com/article/442308…
- How $PLTR would balance profits vs growth
- Latest updates
- Big Topics
seekingalpha.com/article/442308…
3ii/ $PLTR Q2 Earnings Analysis on Audio.
I break down the Q1 results with a group of FinTwit $PLTR experts who understand $PLTR very well here:
I break down the Q1 results with a group of FinTwit $PLTR experts who understand $PLTR very well here:
4/ Later in February, I started to realize Foundry was going to be game-changer and Investors needed to focus here:
In this analysis, I make an argument for why I believe Foundry will be a major driver by 2025.
I dug deeper and put this together:
investianalystnewsletter.substack.com/p/palantir-tec…
In this analysis, I make an argument for why I believe Foundry will be a major driver by 2025.
I dug deeper and put this together:
investianalystnewsletter.substack.com/p/palantir-tec…
5/ By March, we were preparing for Demo-day where $PLTR would showcase their products to the world.
I wrote a pre Double-Click Demo Thread:
I wrote a pre Double-Click Demo Thread:
https://twitter.com/InvestiAnalyst/status/1382132069040410628
6/ By April, I went into depth discussing the wide product capabilities of $PLTR after Demo day
In the second half, I analyzed how the synergies between $PLTR and $IBM will be important.
(My longest research work and time put in!). I enjoyed it tho:
In the second half, I analyzed how the synergies between $PLTR and $IBM will be important.
(My longest research work and time put in!). I enjoyed it tho:
https://twitter.com/InvestiAnalyst/status/1391557588995641347
7/ I provided to my Substack subscribers a lighter version of Demo day product features, highlights and how the $PLTR x $IBM partnership will play out.
investianalystnewsletter.substack.com/p/optional-rea…
investianalystnewsletter.substack.com/p/optional-rea…
8/ @ssankar rarely gives interviews.
In this short thread, I highlight few takeaways:
i) $PLTR x Bitcoin (pre-announcement)
ii) Offering $PLTR free and how it ties to their GTM expansion
iii) The benefits of their high R&D invested over the years
In this short thread, I highlight few takeaways:
i) $PLTR x Bitcoin (pre-announcement)
ii) Offering $PLTR free and how it ties to their GTM expansion
iii) The benefits of their high R&D invested over the years
https://twitter.com/InvestiAnalyst/status/1385342078742188032
9/ Two short tweets about $PLTR's High ARPU/Deal value compared to the Customer base for PLTR.
As they increase their Sales & Marketing this year, we can expect customer growth which signifies tremendous future growth opportunity.
As they increase their Sales & Marketing this year, we can expect customer growth which signifies tremendous future growth opportunity.
https://twitter.com/InvestiAnalyst/status/1387818964865200133
10/ Today, In my opinion, I think $PLTR Apollo Edge for AI will be an important catalyst for attracting commercial clients.
This is my latest discovery (underhyped) and a brief thread below:
This is my latest discovery (underhyped) and a brief thread below:
https://twitter.com/InvestiAnalyst/status/1394456444666187776
11/ Upcoming topics I'll go deep writing on:
i/ The potential of Edge AI and how it will be one of the secrets to stimulating new com' clients.
ii/ The partnership with Data Robot for Data integration is HUGE!
iii/ H2 Double Click Demo-day is coming up soon!
Stay tuned! :)
i/ The potential of Edge AI and how it will be one of the secrets to stimulating new com' clients.
ii/ The partnership with Data Robot for Data integration is HUGE!
iii/ H2 Double Click Demo-day is coming up soon!
Stay tuned! :)
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