Guy
2023-11-16

Quick note on Palantir $Palantir Technologies Inc.(PLTR)$

As excited as I am covering the stock, the stock’s performance means nothing in comparison to how excited I am covering the company

I wouldn’t be shocked to see $PLTR swing up to $25 or down to $15 in the next 2 months. The market is the market.

But long term, this is one of the single most interesting & likely IMPORTANT companies on planet earth.

As a result, the stock price will follow, but the company itself executing is truly what matters.

Case in point: when we land that NHS deal, the entire market will have to grapple with a $40B company managing the entire UK’s healthcare system.

Not $GOOGL. Not $AMZN.

Little old Palantir.

That deal will create many more deals in JUST healthcare, let alone other verticals…

& the stock will follow…because its taking the lead behind one of the most important companies developing right in front of our eyes.

& there are still MANY risks to their execution — which is what makes this journey fun.

We are just getting started.

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