Update on Palantir Technologies

James Sullivan |

Over the past year Palantir Technologies (PLTR ) has been one of the best performing investments in SWCM accounts.  I expect this performance to continue as more investors recognize the market value of Palantir. 

Palantir is revolutionizing the core process of wealth creation by amplifying it. The market currently underappreciates this breakthrough software technology.

Companies are optimization engines, striving to maximize output while minimizing resource use and time. They are concentrated manifestations of the Information Game. Historically, we've been playing this game on an introductory level, managing companies with subjective observations and a limited grasp of the information flows within and around them. This is where $PLTR comes in. $PLTR empowers companies to develop digital twins—comprehensive digital replicas of themselves. This integration unleashes the power of AI and blockchain within enterprises, technologies that operate entirely in the digital realm. This sets the stage for a radical shift in business operations:

1. With digital twins, organizations transform into data-generating entities. Every action produces additional data.

2. AI models analyze this data, extracting valuable insights far faster and at a lower cost than human capabilities.

3. This commoditizes predictions, enabling companies to simulate first and act afterward instead of the traditional approach of acting first and then analyzing results.

4. As AI models grow more precise, much of the operational complexity can be managed by smart contracts (blockchain), trusted to execute as programmed.

5. This will drastically cut costs relative to revenue across numerous industries. Envision a company that becomes more intelligent with every operation, liberating humans from mundane, repetitive tasks.

 

Thanks to $PLTR's technology, this vision is no longer science fiction. This evolution leads to a new type of organization that excels at uncovering insights and is far more efficient at generating wealth. $PLTR drives this transformation through a continually evolving software suite, positioning it to deliver and capture significant value. As industries adapt to this model, $PLTR is poised to optimize the operational expenditures (OPEX) of an increasing number of companies worldwide. As a result, $PLTR will become an indispensable asset, greatly enhancing its value.

For more on Palantir, you can read this research piece written by Antonio Linares. (Palantir Research)

Stay long and be a buyer if you have not already invested. More to follow.  

 

If you own an old 401k or retirement account, it's time to roll it over to an IRA and invest wisely. I am always willing to discuss this approach to investing. If you have anything regarding your investment portfolio, please do not hesitate to call or reply to this email. I am always here to provide you with resources.

 

Disclaimer:

The information in this material is for general information only and is those of the author, not a recommendation or solicitation to buy or sell investment products. This material was developed and produced by James Sullivan, who is not affiliated with the named broker-dealer. Always consult a tax or legal advisor to review your situation comprehensively.  Dollar-cost averaging will not guarantee a profit or protect you from loss but may reduce your average cost per share in a fluctuating market. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment. It does not take into account the effects of inflation and the fees and expenses associated with investing.  A diversified portfolio does not assure a profit or protect against loss in a declining market. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.