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By Equity Research in Palantir — Feb 21, 2025

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

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Notes - DeepSeek Supply Shock Yet To Come

Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)

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Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)

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Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste

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The Year of AI DevOps & Fears for GitLab (Pt.2)

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Summary * GTLB is taking a defensive stance toward the rise of AI

Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?

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Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?

Summary * The AI narrative has swung from favoring SaaS incumbents in 2024

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.