I use Fundamentals, read annual reports and analyse technicals on when to enter and exit stock.. tweets are my views only.. $PLTR is my No.1 position
Joined August 2020
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Compounding Trades retweeted
🇺🇸PALANTIR CEO WARNS OF POTENTIAL 3-FRONT WAR FOR THE U.S.
Alex Karp, CEO of Palantir, warns that the U.S. may face a 3-front war with China, Russia, and Iran in the future.
Karp emphasized the need for the Pentagon to rapidly develop autonomous weapons, citing the disparity between technological parity and moral resolve as a significant challenge.
Karp argued that nuclear deterrence is less effective today, as the West is less likely to use nuclear weapons compared to its adversaries. He pointed to Ukraine as an example of autonomous drones becoming increasingly important in modern warfare.
Karp also questioned whether the U.S. is strong enough to deter adversaries, urging Biden to clearly communicate and enforce red lines.
Source: New York Times, Fortune
Compounding Trades retweeted
Palantir generated $678m in revenue in Q2 2024, a $25m beat vs analyst estimates of $652 - $653m and an increase of 27% y/y.
And we now expect to generate $697 - $701m in revenue in Q3 2024, outperforming analyst estimates of $679 - $681m by $16 - $22m.
Compounding Trades retweeted
Successful ignition system tests completed today as the team marches towards hot fires.
Compounding Trades retweeted
One small step for Tony Stark, one giant leap for the Defense Tech Avengers.
Tesla made your car software-defined.
Palantir and SuperFriends are making your weapon systems AI-defined.
The @USArmy has awarded Palantir a prime agreement for the Prototype Maturation Phase of the Tactical Intelligence Targeting Access Node (TITAN). As the Army’s first AI-defined vehicle, TITAN is a milestone capability for America’s warfighters.
Learn more: bwnews.pr/49VhPYm
Compounding Trades retweeted
fresh new collab brewing
we at @anduriltech have been working with @PalantirTech to deploy Foundry internally with an initial focus on streamlining our S&OP process
look at that acceleration 🤤
Compounding Trades retweeted
Bring game-winning AI onto the field with #Palantir AIP.
See AIP in action: youtube.com/watch?v=Xw_Z14oY…
Compounding Trades retweeted
We generated $608 million in revenue in Q4 2023, representing an increase of 9% over the previous quarter.
We conducted fewer than 100 commercial pilots in 2022. Since introducing AIP, we’ve already conducted 500+ bootcamps on top of the 130+ pilots we undertook in our commercial business in 2023.
See our full results: businesswire.com/news/home/2…
Compounding Trades retweeted
Tesla VS BYD
Is it possible to compare these two companies?
We make it a Try...
Manufacturing:
Tesla - Cars, Batteries, electric engine, Superchargers, Solar, AI, FSD, Robots, Trucks, PickUp, Energy storage, Software, and a lot of products inside a car, and a
BYD - Batteries, Cars, Hybrids, Busses, Trucks, engines, smartphones
has traditionally high labour intence factories and cheap labour - Tesla has mainly the opposite.
Revenue 2023:
Tesla: ~$97B
BYD: ~ $85B
BYD is big, but have little to no software capability, so when Tesla hit their OTA with FSD, there would be not so big difference.
Net Profit 2023:
Tesla: ~$9.5B (9.7%)
BYD: ~$3.5B (4.1%)
Employees 2023:
Tesla: ~140.000
BYD: ~631.500
BYD has many manually workers and things that robots do at Tesla, does workers do at BYD, due to low workers cost.
Factories 2023:
Tesla 8 (7 outside China)
BYD 30 (8 outside China)
Total vehicles made 2023:
Tesla: ~1,800,000
BYD: ~3,020,000 (1,570,000 BEV)
Revenue / Employee:
Tesla: $692,857
BYD: $134,600
Profit / Employee:
Tesla: $67,857
BYD: $5,542
Vehicle / Employee:
Tesla: 12.86
BYD: 5.03
ASP 2023:
Tesla: $45,600
BYD: $24,200
I know I can´t compare all this numbers straight off, but I did it anyway.
These are two really different companies
BYD doesn´t even belive in Self Driving Capability in the near term.
Tesla work hard to make it happen.
BYD sells most small to medium cars with low standard and bad safety features in China
BYD has most of their sales in China.
They have tried to sell a few vehicles in Europe with mixed results. In EU15 countries they have 0.8% sales in 2023 (13,816 cars out of 1,811,439)
IF BYD ever going to hit EU or US they need to sell better cars than in China, and they are trying to, but...
And one last thing...
If you have started to manufacturing in China with cheap labour and are used to that, how do you change that to robots and high manufacturing cost.
That´s their biggest issue to sell in bigger numbers outside of China, if they not going to export 95% of their cars from China of course.
However, both companies are accelerating the transition to sustainable transport and that is good, so I hope more companies will try to compete with these two BEV manufacturers!
BYD and Tesla are not compareable imo.
BYD is a car and battery manufacturer from China which has to prove their success on other continents.
Tesla is a hardcore technology company which makes now most of their profits from cars. This will change soon with Tesla Energy and in the future with FSD and the Bot.
That said both are hugely important. BYD also supporting Tesla with batterys for the MY SR here in Europe is a really nice example how two opponents can work together.
And who knows, maybe BYD is the one big OEM that is in talks with Tesla to license FSD.
Their cars are not bad either, here is my review:
BYD Seal:
teapawt.org/MatHias8719/stat…
Tesla M3 Highland:
teapawt.org/MatHias8719/stat…
Compounding Trades retweeted
@PalantirTech's Mixed Reality Service and Immersive Command and Control (IC2) in action with the @2dCavalryRegt at a recent exercise.
Do the work up on the way to the X.
Plan in real time across the battle space - in the rear, at the front, and on the way in the same virtual JOC.
Infinite screen real estate inside the Stryker.
ALT From the C-17
ALT Inside the Stryker
Compounding Trades retweeted
The UK's #NHS has awarded #Palantir a $600M contract to transform their healthcare system.
Some folks will go crazy at this news, precisely because they do not fully understand who we are and what we do.
A primer:
@PalantirTech is a #software company: we build software platforms that enable organizations to better manage the #data they already hold. We are not, and never have been, in the business of collecting, mining or selling data. We are not a data broker or a data aggregator. Unlike many tech companies, our business model is not based on the monetization of personal data. Never has been. We build #AI-enabled digital infrastructure for data-driven operations and decision-making. We license our software to organizations, who receive their own secure instances of our platforms in which to conduct their own work on the data they already hold.
FULL STOP.
blog.palantir.com/palantir-a…
Compounding Trades retweeted
Congratulations to our partners at @calypsoai on making their security platform available to U.S. government agencies through #Palantir’s FedStart program.
Learn more: businesswire.com/news/home/2…
Compounding Trades retweeted
Last quarter, we generated $558 million in revenue and had $72 million in net income — the most significant profit in our company's twenty-year history.
Our company is now eligible for inclusion in the S&P 500.
See our full earnings report: investors.palantir.com/news-…
Compounding Trades retweeted
#Palantir is proud to support and empower a growing gov tech ecosystem.
FedStart turns the 18 month, ~$2M accreditation process into something that can be done in as little as 6 weeks, and at a fraction of the cost.
We're proud to welcome: @ncats_nih_gov, @primer_ai, @qdrant_engine, @abacusai, @SpecterOps, @SpartaScience, @calypsoai, @manifestcyber, and Meaning.
Compounding Trades retweeted
We are proud to continue our work with the @USArmy, providing additional capabilities in support of the Combatant Commands, Armed Services, Intelligence Community, and Special Forces as they scale #AI and #ML.
Learn more: businesswire.com/news/home/2…
