Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could durably reaccelerate growth during the next quarters.
* Based on an in-depth valuation analysis, we think PLTR's stock is currently trading at the lower end of the fair value range.
* We discuss the possible terminal revenue level for the Department of Defense as PLTR pursues the ambition of becoming the first software prime contractor.
* Additionally, we discuss PLTR's key advantage in operationalizing LLMs for