Palantir: Winning The Race To AGI

Summary:

• Palantir’s shares have surged over 30%, driven by expectations of its role in enhancing government efficiency and its progress towards AGI.
• Palantir’s unique data sets and ontology system likely position it as a leader in AGI for superior insights. AGI will not be built with just core LLMs.
• Despite a high forward P/E ratio, Palantir’s exceptional EPS growth justifies its valuation, with potential for additional upside.
• Palantir’s access to classified government data and partnerships with F500 companies provide a competitive edge in achieving AGI and delivering unparalleled customer value.

Co-Authored by Noah Cox and Brock Heilig

Investment Thesis

Palantir Technologies (NASDAQ:PLTR) shares have beaten the market since the last time I wrote on them (November 7th) after the US Presidential election and the most recent earnings

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Noah Cox (main account author) is the managing partner of Noah’s Arc Capital Management. His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes. Invest at your own risk.

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