1/6 $PLTR's technological advantages can be described in a few ways, though we think it's their ontological skills that underpins most of what they can do.
An ontology is a shared vocabulary or language that maps out relationships between things.
2/6 The Internet has advanced thanks to various ontologies.
Without an ontology your search engine wouldn't be able to find & retrieve information from websites.
Ontologies are also needed to make social networks/ecommerce sites work - so people can find other people/products.
3/6 Just imagine not having a comprehensive ontology across the Internet.
You're surfing the web & can only access some websites and not others. Or can't access some pages on a website.
Trying to find the info you require would be very frustrating.
4/6 Well that's what it's often like when you might want to find info in your own company.
Fragmented siloes of data that can't be reached or are unknown about completely.
& this occurs due to a lack of ontology that can provide a universal vocabulary to connect the data.
5/6 So, this is what $PLTR does. It goes into these companies & overlays a blanket-like ontology to map out relationships so things can reach each other.
Apart from big tech not many others have the capability to do their own ontology coz it's super hard.
6/6 Usually it requires a consortium of entities to work together, like for RDF and FOAF ontologies.
So, we see this as a key comp/tech advantage for $PLTR that won't be emulated anytime soon.
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1) Here is a short thread outlining the investment case for $INTC. Not investment advice.
$INTC’s EV/EBITDA is 5.5x vs an industry avg of 21x – mainly due to expectation that INTC will disappoint yet again.
These 4 components might make you think differently.
2) $INTC has fallen behind the comp due to its stubbornness to sustain its rigid vertical integration whilst other semi players specialized (either in foundry or design).
The new IDM 2.0 strategy disentangles its foundry biz from its chip design innovation.
3) IFS (foundry part of IDM 2.0) will serve external custom & INTC’s needs to achieve max utilization.
It’ll allow INTC to leverage it’s $100bn of high-quality assets, spread R&D cost, & increase margins over time.
They'll also outsource prod of some designs to ensure GTM.
1/ Meta ($FB) has been out of favour for the past 5 months. Prospects of the Metaverse hasn’t interested investors enough to overcome the media negativity relating to algos, whistleblowers, & Apple’s privacy policies.
This thread shares some thoughts about Meta & the metaverse.
2/ During the month prior to Facebook Connect on 28th Oct & subsequent Nov rally, the core enabler of m'verse remained flat whilst key players were hyped.
Jan market meltdown leveled things but we see the Oct/Nov action reveals the underappreciation of Meta’s role/potential.
3/ The subdued stock response to Zuckerberg’s metaverse vision was in large part due to ongoing controversy connected to its algorithms, negative sentiment re Apple privacy moves, & the name change appearing as an attempt to mislead the public & deflect criticism.
$FTNT's been our best performer in the past 13 months though we're still looking to add on dips. This thread will explain why
1) Secular tailwinds
There are several catalysts + tailwinds that funnel straight into FTNT. And these trends are still very young thus providing a long runway of growth.
This diagram is the basis for the thesis.
1) Heightened awareness/call to action triggered by the proliferation of the most sophisticated stealthy cyberattacks (like the SolarWinds breach unveiled in Dec-20).