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Davis.

@Davis_C152,986 subscribers

cardiovascular sonographer🫀 $PLTR and $ZETA 🇳🇴🇺🇸

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Holy sh*t! $PLTR Karp suggested that based on Palantir’s financials, he could see $15-$18B in FCF in 2-3 years… They’re currently operating at 60% margins. If we lean more conservative and assume that drops to 50%, that would imply Palantir’s revenue is 30B-37.5B! Basically a 5x from today. We could see a market cap of 750B-$900B or $360-$432 per share, if we throw a 50x multiple of FCF which would be ridiculous for a behemoth growing like this. 60-80x for a company growing like this would be more fair which would imply: 60x = 900B-$1.08T market cap or $360-$432 per share 70x = 1.05T - $1.26T market cap or $420-$504 per share 80x = $1.20T - $1.44T market or $480-$576 per share

Holy sh*t! $PLTR Karp suggested that based on Palantir’s financials, he could see $15-$18B in FCF in 2-3 years… They’re currently operating at 60% margins. If we lean more conservative and assume that drops to 50%, that would imply Palantir’s revenue is 30B-37.5B! Basically a 5x from today. We could see a market cap of 750B-$900B or $360-$432 per share, if we throw a 50x multiple of FCF which would be ridiculous for a behemoth growing like this. 60-80x for a company growing like this would be more fair which would imply: 60x = 900B-$1.08T market cap or $360-$432 per share 70x = 1.05T - $1.26T market cap or $420-$504 per share 80x = $1.20T - $1.44T market or $480-$576 per share

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This dude really thinks he’s some financial influencer 🙄 $PLTR $ZETA amit

This dude really thinks he’s some financial influencer 🙄 $PLTR $ZETA amit

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$PLTR $NOW Palantir is coming for ServiceNow. I've gotten plenty of pushback on this, but after watching the Hertz presentation at AIPCon 10, I think it’s happening. Hertz demonstrated a workflow that looks something like this: • A vehicle is returned. • The system already knows its location, mileage, maintenance history, damage history, and rental schedule. • An issue is identified and entered into the system. • A maintenance workflow is generated. • The task is assigned to the appropriate team. • The vehicle is routed to the correct queue. • The relevant employees are notified. Historically, this is where ServiceNow creates value. A problem is reported. A ticket is created. The workflow is managed. What Palantir demonstrated is different. Once an issue enters the system, AIP can help determine the appropriate response, generate tasks, assign work, route resources, and track execution all autonomously. In other words: ServiceNow manages the workflow. Palantir is increasingly orchestrating it. Now before the $NOW crowd comes after me, ServiceNow is much broader than ticketing alone. It powers IT service management, employee onboarding, HR workflows, finance operations, security operations, and enterprise service management across some of the largest organizations in the world. But Palantir's AIP is increasingly capable of: • Monitoring systems • Detecting anomalies • Recommending actions • Generating tasks • Assigning work • Tracking execution • Measuring outcomes I'm not saying Palantir replaces ServiceNow tomorrow, but Palantir is starting to make the ticketing system unecessary.

Davis.

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