Lubo Karadashkov’s Post

Great analysis by Luca Monk , #CEO of Cashu Markets, on why Edge Total Intelligence #digitaltwins and #datamesh are the best kept secrets in #IT #innovation.

🚨 Could This Be the Next Palantir? Edge Total Intelligence (TSXV:CTRL) is transforming the way critical organizations, such as NYC's 911 Call Centre, the US Airforce and US Department of Veteran Affairs make critical real-time decisions that save lives. Cashu Luca had an opportunity to sit down with visionary CEO Jim Barrett and dive into how EdgeTI is cutting through the data chaos, delivering real-time insights, and helping businesses move faster and smarter in a nonstop world. Learn more about $CTRL here: https://lnkd.in/gAe_KV2d

What on earth does Palantir Technologies (PLTR) DO?! 👀 All the knowledge and data pertaining to a problem or goal, in one place. Imagine that? In laymen’s terms if serving *customers* better and more profitably is possible, Palantir’s software finds a way! If an *allied military* or ours can be more lethal and defend smarter, Palantir finds a way! If someone is kidnapped, Palantir is 50,000 detectives that took the red pill! Palantir is always learning and usually has an exclusive to these learning opportunities.💡 *Founders*, executives and thus the company culture is patriotic and there’s fundamentally a deep understanding on how special the United States is. ✔️ $100 or better by the end of April. Over 51% chance in March or before. This is WILDLY conservative, but this number is what I can put my name on comfortably. 99% will stand on the sidelines. You live once, so what are you waiting on? My recommendation is that *if you decide to buy this stock, don’t do it with money you need for ANYTHING* and * don’t plan on selling for a decade*. We’re moving into the future, move with it. Ignore the analysts, they’re wrong. You be the analyst. #wallstreet #stockstowatch #stocks #nyse #sp500 #nasdaq #ai #artificialintelligience #software #algo #algorithm #business #usa #unitedstates #thoughts #opinion #investing #investment

🔮 Palantir (PLTR): Seeing the Future or Creating a Mirage? In a world where tech stocks are as volatile as a caffeinated squirrel, Palantir seems to be dancing to its own tune. Let's break down the numbers: 📈 Revenue Growth: 27% YoY (4th consecutive quarter of acceleration) 🏢 Customer Growth: 41% YoY 💼 US Commercial Revenue: Skyrocketing at 55% YoY 💰 Valuation: A jaw-dropping 25x sales But here's the kicker: While most software companies are citing "macro pressures" faster than you can say "economic uncertainty," Palantir is partying like it's 1999. Is this the dawn of a new tech giant, or are we witnessing irrational exuberance 2.0? Remember, in the world of tech stocks, today's unicorn can be tomorrow's cautionary tale. What's your take on Palantir's meteoric rise? #Palantir #TechStocks #InvestmentStrategy #DataAnalytics #AIBoom

Ladies and Gents, I've been very careful and waiting for this day! Palantir Technologies and Alex Karp have done what has never been done in the planet earth. Palantir during the last year has been growing a lot, and years ago they have informed the public that they will do things different from their competitors in Silicon Valley! And... they just made it happen! Alex Karp at the moment climbs at the top three CEO of the planet earth! Based on the latest media news so far... Expected estimation for this quarter are: US commercial side +54% growth US government side +40% growth For the first 9 months of 2024: Net income almost 400milion $ which means almost +225% related to the same period of 2023 which was 120milion $. At the same time operating expenses expansion in order to increase the above net income are only +8%. Based on these info and not only, Palantir is a must for long term investment. This is not about the stock price, its about the fundamentals that I'm talking about, its about the core of the company, its target, its performance, and its CEO! Palantir is walking on a path to become a new Tech AI-Giant, and as Romans once said... Scripta Manent! Reference: https://lnkd.in/d29RS-7x PLTR Stock: https://lnkd.in/dEM38try #Palantir #etoro #NSDQ100 #SPX500 #DJ30

Indulge me as I clear my throat for a minute. You can't have it both ways. Everyone saw the news about the $400M+ Palantir Technologies award, $30M of which was awarded on the Tradewinds Solutions Marketplace. "That's wrong" "Revolving door" "Sole source with no J&A" "Anti competitive" I've heard/read a lot of comments. And those who know me, know that I'm no Palantir fan boy. Here's the thing, was it fast and non traditional? Yes. Did it support critical Department needs? Yes. So you either want the Department to fund and acquire capabilities faster, or you don't. But if you do, you can't complain when it does. For industry: look at this as a new era in selling and adjust your processes and pipelines accordingly.

Palantir Stock Keeps Climbing! Weekly Options Up 220%! https://lnkd.in/gv6fjw5a Palantir's inclusion in the S&P 500 has contributed to a surge in its stock price, reflecting the market's positive reception to its robust AI capabilities and its potential for further growth. Palantir's AIP platform has received high praise for its superior data analytics capabilities, making it a preferred choice for businesses seeking comprehensive AI solutions. Ongoing collaborations with major tech firms enhance Palantir's service offerings and market reach, presenting more opportunities for growth. This set the scene for Weekly Options USA Members to profit by 220% using a PLTR Weekly Options trade!

Last week, I made the call to offload the majority of my Palantir (PLTR) holdings. Look, I’m all for the future of AI and data-driven insights, but when we’re staring at a company with a P/E nearing 200 and a P/S ratio around 35, I have to ask myself: Are we valuing the business, or just worshipping the narrative? Palantir’s Q3 earnings report showed a 24% revenue growth year-over-year. On paper, that sounds strong, but let’s put it in context. The market was already pricing in high expectations, betting on growth rates that seem more in line with early-stage tech than a mature data player. And yet, despite revenue climbing, we're still talking about valuation metrics that would be hard to justify even for the highest-growth tech companies. Adding to the caution here is CEO Alex Karp’s recent decision to sell off $254 million in stock—right after a remarkable run. This sale wasn’t a one-off; it’s part of a string of insider selling moves, following Peter Thiel’s similar decision a month ago. When those at the helm start cashing in at these valuations, maybe it’s a hint that things are a little frothy. It’s one thing to back a visionary CEO; it’s another to ignore what actions like these suggest. And let’s talk risk. With a PEG ratio of 3.8, PLTR is trading as though it’s poised to take over the world, but we’ve got to ask: is that realistic? AI is undoubtedly the future, but are we being prudent by holding at these levels, or just rolling the dice? The company reported $3.5 billion in backlog, which sounds impressive until you consider the slow pace of unlocking that revenue. The core government contracts are a stable base, but they don’t exactly scream "explosive growth." Yes, the AI boom is real, but in a market where high valuations are excused as the “cost of innovation,” we’re creating blind spots. How long until the next earnings report doesn’t deliver, and we’re left holding a bag that’s priced more for hype than for substance? Bottom line: squeezing out the last few percentage points of potential gains by riding the wave is tempting, but at what cost? For me, I’d rather step aside than chase those gains with blinders on. Sometimes, playing defense and protecting capital is the most strategic move you can make.

🚀 Exciting News Ahead! 🚀 💡 Prediction: Having read the recent New York Times profile on Palantir by Alex Karp, I foresee the company continuing to push boundaries and challenge perceptions in the tech industry. The bold and unapologetic stance taken by Karp indicates that Palantir is poised to make even bigger waves in the near future. 🌟 Commentary: - Palantir's unwavering dedication to its values and principles is truly commendable in an era where companies often cave to public pressure. - The firm's commitment to a consistently pro-Western view is a clear indication that they are not afraid to stand by their beliefs despite facing criticism and backlash. - By not engaging in the apology show, Palantir is maintaining a unique position in the tech landscape where authenticity and conviction reign supreme. - It will be fascinating to see how Palantir's bold approach plays out in the evolving relationship between big tech and societal values, particularly surrounding sensitive topics like working with government agencies. In a world where transparency and accountability are key, Palantir's steadfastness could pave the way for a new era of authenticity and moral integrity in the tech sector. Stay tuned for what promises to be a thrilling journey ahead! 🚀🔍⚖️

Karp, the philosopher-turned-entrepreneur, chalks up his and his company’s success to its belief in the “production of truth,” writing to Forbes that Palantir’s software “provides a single source of truth: a view, unvarnished, of an enterprise's entire ‘being,’ how all its people, assets, and actions connect to each other.” And $PLTR has plenty of room for growth, he adds: “We face increasing global disorder. We founded the company and built our products to combat a disordered world, and we think we’re made for this moment. We’re just getting started.” My latest, on Palantir's sky-high valuation and its CEO Karp, who joins Forbes’ list of the richest Americans for the first time: https://lnkd.in/e4BKVPBr