Dan Ives from Wedbush securities thinks that Palantir will see boost from federal cybersecurity spending, lets talk about it. On Friday, Wedbush analyst Dan Ives, one of the only ones I actually pay attention to, said that Palantir and several other software companies are likely to see a benefit from increased spending by the U.S. government on cybersecurity as part of the focus of the Biden administration to boost the U.S. cyber security.
In his note to clients, Dan Ives focused on what he defined as “bad actor nations”, but we all understand he is talking about Russia. The idea is that the current state of affairs will include significant cyber warfare and massive federal spending would have to be provided to help the U.S. maintain its dominance in this cyberwar. Ives noted that some federal cybersecurity budgets have already rose between 35% and 40% year-over-year and this is just the start, which would allow companies like Palantir to grab significant new market share.
What are my thoughts about this?
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By Stock Chat

where the coffee is hot and so is the chat

26 thoughts on “We need to have a difficult conversation about palantir”
  1. Avataaar/Circle Created with python_avatars Daniel N. says:

    I like your new intro. Straight forward with no stupid flashy graphics. 🙂

  2. Avataaar/Circle Created with python_avatars Miguel Labra says:

    Biden is just a dummy and Putin is just taking advantage of it. And his handlers are taking advantage of biden. So biden is just the dummy in the middle of two agendas.

  3. Avataaar/Circle Created with python_avatars John Fonseca says:

    They say this stock is your next Google to hit $3000 a share in the next 10 yrs

  4. Avataaar/Circle Created with python_avatars John Fonseca says:

    I hope you are right… I now have about 8000 shares, but I’m getting impatient now…

  5. Avataaar/Circle Created with python_avatars Kim Ordén says:

    Cyber security and reliability is probably going to be a key factor in the future of software, even on the private side. If they are capable of confidentially building software for governments and processing their very sensitive data, they will have a great advantage when private clients start to value this factor more.

  6. Avataaar/Circle Created with python_avatars Dan says:

    Pltr is still getting more contracts and buying competition in uk for NHS contracts. Almost monopoly they want to have and government isn't saying anything which is mostly unlikely in other sectors.

  7. Avataaar/Circle Created with python_avatars Etienne Breton says:

    I took the right boat too

  8. Avataaar/Circle Created with python_avatars Robert Pue says:

    This is a fantastic set of products with a leadership group that coukd benefit from speaking with the general public about commercial applications. They seem a little out of touch with human beings.

  9. Avataaar/Circle Created with python_avatars Gary says:

    1000 @ 22,so yeah

  10. Avataaar/Circle Created with python_avatars Linda Sante says:

    Love your content, always on it, 🎉Tom🎉.

  11. Avataaar/Circle Created with python_avatars Linda Sante says:

    Brilliant analogy Tom, and the high inflation will make Palantir the company of the future, long term is the key. ❤

  12. Avataaar/Circle Created with python_avatars Carl Kim says:

    The problem with this analysis is that palatir lost money on their gov contract. Their off the shelf software didn't work so they had to build a custom solution. And that cost them tons of money. I don't see how getting more of this business will be good for them.

  13. Avataaar/Circle Created with python_avatars Michael Plotkin says:

    Another great job, thanks.

  14. Avataaar/Circle Created with python_avatars Zelena Jabuka says:

    Where do you See the next bottom of Palantir???

  15. Avataaar/Circle Created with python_avatars Richard Chen says:

    Ambassador Brzezinski
    @USAmbPoland
    🇵🇱 spoke today with
    @PalantirTech
    CEO Dr. Karp about “how the software helps our allies win wars”.
    Alex working like crazy…

  16. Avataaar/Circle Created with python_avatars Hugo-Daniel Hernandez says:

    Should I start buying at $7?

  17. Avataaar/Circle Created with python_avatars Robert Hirsch says:

    exactly, i am eagerly awaiting palantir becoming the next big commercial operating system…the govt. side doesn't interest me at all….hopefully it is actually keeping the world a more peaceful place.

  18. Avataaar/Circle Created with python_avatars Farham K says:

    Unsubscribed. This guy is washed up and all his predictions are wrong

  19. Avataaar/Circle Created with python_avatars Gordon Dunbar says:

    To quote Buffett "The stock market is a device for transferring money from the impatient to the patient."

  20. Avataaar/Circle Created with python_avatars D R-K says:

    PLTR was built for hard times…! Hard times ahead. I hope we have a big enough boat!

  21. Avataaar/Circle Created with python_avatars Stocks Economics says:

    ENOUGH ABOUT PALANTIR
    WHO GIVES A SHT, OTHER THAN THE BAGHOLDERS
    BIGGER THINGS HAPPENING IN THE MARKETS
    AND THIS GOOF IS STILL DISCUSSING PLTR
    what a joke

  22. Avataaar/Circle Created with python_avatars Adam Marshall says:

    Street interest rates probably peak 9% unfortunately for AAA rated corps. Right now C class is 13%!!

  23. Avataaar/Circle Created with python_avatars WWS says:

    There are tons of ostriches in the world of today. All everyone wants to do is burry their heads in the sand.

  24. Avataaar/Circle Created with python_avatars Doom Shallot says:

    PALANTIR TO THE MOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOON!!!!!!!!!!!!!!

  25. Avataaar/Circle Created with python_avatars andreas newitsch says:

    Hang in there.

  26. Avataaar/Circle Created with python_avatars murderbits says:

    I have 4,000 shares at $24. I should have bought a fucking shrimping boat.

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