Saturday, November 30, 2024 6:17:40 PM
Nuke, here is the thing about PLTR. They were basically started with funding by the CIA after 9/11. They have capabilities that are at least 5 years ahead of everyone else. If you do some research on what they can do, you will see a company that can go into any business in the world and generate massive savings for the company. They are really the only company presently with that capability. On the government side, they just became the 1st new prime defense contractor in 40 years with TITAN and MAVEN. New contracts with the navy, army and spaceforce are no bid contracts because as the contract says, no other vendor has their capabilities. They are also big in homeland security, border patrol, IRS and moving into Social Security and Medicare. They already have over 20% of all hospital beds in the US under their control. Palantir is used by British Petroleum and has knocked $12 a barrel off pulling costs for oil. They are the reason Ukraine's army is still in the fight with Russia. They increased targeting efficiency by 50 times, not 50%, but 50X. They took over the healthcare system in England and have lowered sepsis cases by over 50% and have the hospitals able to do many more surgeries than before with the same staff, lowered wait times and maximizebed usage. Coles is the largest retailer in Australia and Palantir is tracking to save them $1B over the 5 years of the contract. They had Microsoft, but dumped them because they were ineffective. Do some research, they will be in every single industry in the world. The TAM is off the charts. There is no competition. The joke is they will buy Microsoft down the road. The management team are 2nd to none. Now, Nvidia has been great, but they are hardware and that will level out over time. Palantir is software with 85% margins. Growth will be over 35% a year and with that margin, profits will increase over 100% each year. Check out this short video on their impact on hospitals, then apply that to every industry in the world.
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