InvestIdeas

The founders support Trump!
Palantir’s market value surges by US$23 billion.
Thiel Musk, who once founded PayPal, becomes the winner of the Trump 2.0 era

創辦人力挺川普! Palantir市值暴增230億美元 曾創辦PayPal 提爾.馬斯克成川普2.0時代贏家 │記者 易俐廷 陳識雄│國際焦點20241121│三立新聞台

https://m.youtube.com/watch?v=9ea6LSieiQg

Palantir surges over 23% on outlook fuelled by ‘untamed’ AI demand
https://www.theedgesingapore.com/news/u ... -ai-demand

Palantir Plunges After Hegseth Memo Calls For Sweeping Cuts To Pentagon Budget
https://www.zerohedge.com/military/pala ... udget-cuts

UBS Reacts To Palantir Earnings: "No Cracks In The Story"
https://www.zerohedge.com/ai/ubs-reacts ... acks-story

"Most Expensive Stock I've Ever Seen": Palantir Smashes Estimates But Stock Fades After Hours Surge As Valuation Questions Swirl
https://www.zerohedge.com/markets/most- ... ours-surge

Palantir Lands $448 Million Deal To Fix Navy Submarine Delays
https://www.zerohedge.com/markets/palan ... ine-delays

Israel Used Palantir Technology In Its 2024 Lebanon Pager Attack
https://www.zerohedge.com/geopolitical/ ... ger-attack

not vested

As dramatic as Nvidia's run has been, Palantir Technologies' (NASDAQ: PLTR) is even more impressive.

Nvidia is up 1,240% in the past three years but that pales in comparison to Palantir's 2,710% advance.

Palantir's success is based on its Artificial Intelligence Platform (AIP), which integrates with its Foundry and Gotham platforms, to deliver real-time intelligence and insights to both government agencies and commercial clients.

AIP has been a game changer for Palantir, and profits are rolling in quickly.

Palantir disclosed that it closed 204 deals in the third quarter alone, each valued at more than $1 million.

Its U.S. commercial revenue increased 121% from a year ago to $397 million and its U.S. government revenue jumped 52% to $486 million.

As Palantir continues to close million-dollar deals at a pace of more than one per day, those revenue numbers will continue to climb in 2026.

Source: TMF

not vested

Palantir Technologies Inc – More upside in a rapidly growing market

Founded in 2003 and headquartered in the United States, Palantir is a leading US analytics software company that helps large organizations integrate and analyse large datasets to improve decision-making and operations.

Its key customers include government agencies and commercial enterprises across a wide range of industries worldwide.

We believe Palantir has captured just 2.4% of its US$119bn 2020 TAM, and with AI software growing 25%+ CAGR, the TAM has likely expanded, supporting significant upside.

Core products such as Ontology, along with AI features added through AIP and bundled into Palantir’s broader offerings, have supported sales growth by accelerating offerings adoption and expanding use cases across enterprises.

TP: US$208

Source: Phillips

https://www.poems.com.sg/stock-research/PLTR/

Palantir Develops IRS Tool To Flag "Highest Value" Audits, Are Crypto Bros Next?
https://www.zerohedge.com/ai/palantir-d ... -bros-next