Palantir
Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow
Summary
* Unlike brittle RPA tools, AI agents will adapt to workflows, integrate across enterprise data, and operate autonomously, making their TAM far larger.
* ServiceNow (NOW) has a strong AI agent roadmap, bolstered by its Raytion acquisition for advanced enterprise search and data integration capabilities.
* Palantir (PLTR) excels in workflow understanding,
Updates: Snowflake, Databricks & Palantir- Controlling The MDS And GenAI PaaS Future (Pt.3)
Summary
* In Part 3 we discuss AI PaaS (Platform-as-a-Service), comparing Snowflake's potential to rivals attempting to offer end-to-end services for LLM implementations.
* We also discuss the numerous factors and levels of the AI stack to consider, from foundation models, fine-tuning, RAG, governance,
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors, cloud, ecommerce, and consumer tech.
* Included is a DCF valuation spreadsheet consisting of 15 updated valuations.
* We also provide notes on the recent ERs and high-level commentary on 10 specific stocks from these valuations.
Overview
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Notes: Palantir - Updating On AIP, Ontology, & OSDK
Summary
* Following the recent AIP event, we wanted to share some updated thoughts and insights into PLTR.
* We recap on the challenges enterprises are facing in trying to implement a LLM into their environment.
* We share some insights from the AIPCon June 2024 customer presentations.
* We discuss the OSDK, the
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them.
* AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation.
* We also compare PLTR
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