Things Are Heating Up For Palantir!

Summary

The Inner Circle show discusses Palantir stock's recent high of $29 per share, its indirect partnership with Athena and ASNA to enhance semiconductor manufacturing, and the upcoming Q2 earnings release. The video highlights Palantir's multi-sector platform solutions like Skywise and Surgents, emphasizing the company's growth potential. It also addresses the significance of the Oracle partnership and the increasing institutional ownership, while speculating on future developments and shareholder dividends.

Takeaways

• 📈 Palantir stock has reached a new 52-week high, hitting $29 per share, although it didn't close at that price.
• 📊 As of July 16th, pre-market trading shows Palantir stock at $28.67 per share, slightly down from the recent high.
• 📚 The stock's performance over the last month has been positive, with an increase of about 14-15%, and significant growth over the last year.
• 🌐 Macroeconomic factors, geopolitical issues, and institutional ownership increases are contributing to the stock's momentum.
• 🤝 Palantir has recently announced a substantial partnership with Oracle, which is expected to be a significant collaboration for the company.
• 💡 Athena, a platform designed for the semiconductor industry, is a collaboration between Palantir and Merck, addressing challenges like chip shortages and supply chain transparency.
• 🔍 Athena has entered into an indirect partnership with ASNA, aiming to improve semiconductor manufacturing yields through enhanced data sharing and traceability.
• 📅 Palantir's Q2 earnings for the quarter ending June 30th are scheduled to be released on August 5th, after market close.
• 💭 Investor questions for the upcoming earnings call include inquiries about exponential growth, dividend plans, future acquisitions, and AI integration into Palantir's business model.
• 🔎 The video suggests that Palantir's growth and future plans will be influenced by their ability to solve real-world problems and their positioning in the market.

Q & A

What recent event caused excitement in the stock market for Palante investors?

Palante stock hit a new 52-week high of $29 per share, which is a significant milestone for investors.

What is the significance of Palante's stock reaching $29 per share?

Reaching $29 per share is a 52-week high for Palante, indicating a strong performance and investor confidence in the company.

What is the role of institutional ownership in Palante's recent stock performance?

Increasing institutional ownership can be a factor in Palante's stock performance, as it often signals confidence in the company's future prospects.

What is the Oracle and Palante partnership, and why is it significant?

The Oracle and Palante partnership is a substantial collaboration that was first mentioned in April and recently solidified. It is important as it represents a strategic alliance that could enhance Palante's market reach and credibility.

What is Athena and how is it related to Palante?

Athena is a platform designed for the semiconductor industry, leveraging AI and big data to address sector-specific challenges. It was created in collaboration with Palante and is an example of Palante's sector-specific solutions.

What is the indirect partnership between Palante and ASNA, and what does it aim to achieve?

The indirect partnership between Palante (through Athena) and ASNA aims to improve semiconductor manufacturing yields through enhanced data sharing and traceability of subcomponent parts.

How does the Athena platform help in the semiconductor industry?

Athena enables traceability, comprehensive data analytics, and multi-party data sharing, providing a comprehensive understanding of each part's performance on yield in the manufacturing process.

When are Palante's Q2 earnings expected to be released?

Palante's Q2 earnings for the second quarter ending June 30th are scheduled to be released on August 5th, following the market close.

What are some of the potential topics that investors might ask about during the Q2 earnings call?

Investors might ask about Palante's growth plans, potential acquisitions, integration of AI into their business model, focus on government or civilian markets, and strategies for attracting and retaining top talent.

How can investors participate in the Q2 earnings call and ask questions?

Investors can submit and upvote questions through a platform provided by Palante, and some of these questions may be selected for the actual earnings call.

What is the potential impact of these indirect partnerships and collaborations on Palante's revenue and market reach?

Indirect partnerships and collaborations, such as the one with ASNA through Athena, can expand Palante's market reach, build credibility, and potentially impact revenue by attracting more companies in the semiconductor industry.

Outlines

00:00

📈 Palante Stock Reaches New Highs and Partnerships

The video discusses the recent performance of Palante stock, highlighting its new high of $29 per share. The host emphasizes the importance of not focusing on short-term stock movements but acknowledges the excitement of reaching this milestone. The video also mentions an indirect partnership with EXA and a direct partnership with Oracle, both of which are significant for Palante investors. The host provides a brief overview of the upcoming Q2 earnings release and the potential impact of these partnerships and earnings on the company's stock price.

05:01

🤝 Athenia and ASNA Collaboration for Semiconductor Industry

This paragraph delves into the collaboration between Athenia and ASNA, aimed at enhancing semiconductor manufacturing yields through improved data sharing and traceability. Athenia, a platform created by Palante and Merck, leverages AI and big data to address challenges in the semiconductor industry. The partnership with ASNA, a leader in semiconductor manufacturing components, aims to track previously untraceable parts throughout their lifecycle, thereby improving yield rates and reducing defects. The video explains the significance of this collaboration in the context of Palante's broader strategy to expand its market reach and build credibility.

10:03

📊 Upcoming Q2 Earnings and Investor Questions

The video script concludes with a discussion on the upcoming Q2 earnings release for Palante, scheduled for August 5th after market close. The host expresses excitement about the potential insights and guidance provided during the earnings call. Additionally, the video addresses some of the questions that investors have submitted for the company's management to answer during the earnings call. These questions cover topics such as Palante's growth plans, potential acquisitions, integration of AI into their business model, and strategies for attracting and retaining top talent in the tech industry. The host invites viewers to share their thoughts and expectations for the earnings report and the stock's performance.

Keywords

💡Paler

Paler is a company mentioned in the video script, likely a technology or stock market entity. It is the central focus of the video, with discussions around its stock performance, partnerships, and future prospects. The script mentions Paler stock reaching new highs and the anticipation of its Q2 earnings, indicating its significance in the video's narrative.

💡Stock

The term 'stock' in this context refers to shares in a company that are available for trading on the stock market. The video discusses the performance of Paler's stock, noting its recent highs and fluctuations, which is a key indicator of the company's financial health and investor interest.

💡Q2 Earnings

Q2 Earnings refer to the financial results of a company for the second quarter of a fiscal year. The video script mentions the anticipation of Paler's Q2 earnings release, which is a significant event for investors as it provides insights into the company's financial performance and can influence stock prices.

💡Partnership

The script discusses various partnerships that Paler has entered into, which are strategic alliances aimed at expanding the company's market reach and capabilities. The Oracle and Paler partnership, as well as an indirect collaboration with ASNA through ATHENA, are highlighted as important developments for the company.

💡Oracle

Oracle is mentioned in the script as a company that has entered into a partnership with Paler. This partnership is significant as it represents a collaboration between two major entities, potentially enhancing Paler's offerings and market position.

💡ATHENA

ATHENA is described as a platform designed for the semiconductor industry, leveraging AI and big data to address sector-specific challenges. The script mentions that ATHENA is a collaboration between Paler and Mer, indicating its role in the indirect partnership with ASNA.

💡Indirect Partnership

The term 'indirect partnership' in the script refers to a collaboration that is not direct but through another entity. The video discusses an indirect partnership between Paler and ASNA through the ATHENA platform, which is aimed at improving semiconductor manufacturing yields.

💡Semiconductor Industry

The semiconductor industry is a key focus in the script, particularly in relation to the ATHENA platform. It involves the design and manufacturing of microchips and is highlighted as a sector where Paler is applying its technology and partnerships to address challenges such as chip shortages and supply chain issues.

💡Institutional Ownership

Institutional ownership refers to the percentage of a company's shares that are held by large financial institutions, such as mutual funds, pension funds, and insurance companies. The script mentions increasing institutional ownership of Paler, which can be a positive sign for the company as it indicates confidence from major investors.

💡Geopolitical Issues

Geopolitical issues are global political events or tensions that can impact financial markets and businesses. The script briefly mentions the increasing threat of potential geopolitical issues, suggesting that these factors might influence Paler's stock performance and business operations.

💡S&P 500 Inclusion

Inclusion in the S&P 500 index is a significant milestone for a company as it indicates that the company is among the 500 largest companies in the U.S. The script suggests that potential inclusion in the S&P 500 could positively impact Paler's stock price and market perception.

Highlights

Paler stock reached a new high of $29 per share, marking a 52-week high.

The stock is currently trading at $28.67 per share in pre-market.

Over the last 5 days, the stock has seen some fluctuations but has been generally on an upward trend.

The stock has increased by about 14-15% over the last month.

Paler's stock performance over the last year has been very strong.

The increase in stock price is attributed to multiple factors including macroeconomic factors and potential geopolitical issues.

Institutional ownership of Paler has been increasing.

The Q2 earnings are upcoming and are expected to impact the stock.

A substantial deal with Oracle was recently solidified, marking a significant partnership for Paler.

An indirect collaboration with EXA and Athenia was announced, aiming to boost semiconductor manufacturing yields.

Athenia is a platform designed for the semiconductor industry, leveraging AI and big data to address sector-specific challenges.

Paler has other sector-specific platforms like Skywise for aviation and Surgents for healthcare supply chain.

The indirect partnership with EXA aims to improve data sharing and traceability of subcomponent parts in semiconductor manufacturing.

Athenia plays a pivotal role in enabling traceability, data analytics, and multi-party data sharing in the semiconductor industry.

Paler's Q2 earnings for the second quarter ending June 30th will be released on August 5th after market close.

Investors have the opportunity to submit questions for the earnings call, which may influence the stock's performance.

Paler's stock volatility around earnings seasons can be significant, as seen in past performance.

There is a plan to create a separate video discussing expectations for the upcoming Q2 earnings.

Transcripts

welcome back to the Inner Circle show in

the world of paler we have had paler

stock reach new highs we've also had a

new indirect partnership that I want to

speak about and we now know when to

expect the Q2 earnings but before we get

into all of that don't forget to like

this video subscribe to the channel and

turn your notifications on so you do not

miss an upload Monday through

[Music]

Friday so yesterday was quite an

exciting day if you follow paler stock

if you're someone that likes to check in

on how the stock is doing each and every

day which you know I put my hands up I

do do that I don't really care about the

short-term movements that much but I

definitely have an interest into what's

happening I know that as a long-term

investor I shouldn't be checking my

portfolio or the stocks every day but I

think when you're a little bit of a nerd

and you're a little bit obsessed with

the stock market and particular

companies you just do that anyway so

anyway it was quite exciting we saw

paler stock hit

$29 per share which as far as I'm aware

is a 52 we high now although it didn't

close at $29 or above $29 it's still

doing very well for me right now is

currently pre-market on the 16th of July

so let's just check in on the stock and

take a look at what's happening so at

the moment paler stock is

$286 7 per share and you can see

pre-market is down slightly $28 $28

exactly right now uh per share so if we

look over the last 5 days it's been a

little bit up a little bit down but it

is exciting to see these $29 price price

uh points being reached like I said if

we zoom out to a 1-year period you can

see that that is a 52 we high if we now

zoom out to a we'll max out here we can

see that we we haven't quite managed to

regain the um all-time Highs but we are

making progress we are definitely

getting there and who knows what will

happen after maybe an S&P 500 inclusion

more big deals on government and

Commercial side and of course the Q2

earnings which we will come to uh

towards the end of this video so we have

been seeing some momentum and some

increase in palente stock price recently

over the last 1 month I believe it's up

by about 14 or 15% which is pretty

decent and over the last year today one

year it's doing very very well so why

why is this well as I mentioned in

yesterday's video this is

multifactorial this is not just due to

one single event of course we've got

macroeconomic factors we've also got the

increasing threat of potential

geopolitical issues and other issues of

course we've had the attempted

assassination of um Donald Trump this

might be playing into a little bit as

well we've had institutional ownership

increasing which I did speak about

yesterday and we've got the Q2 earnings

that are upcoming and we've also had a

pretty substantial deal recently which

again I did speak about yesterday which

was the Oracle and paler partnership

which we heard about for the first time

in April earlier this year but we've

also recently heard about how they're uh

setting this partnership in stone and

that's a really important collaboration

it's a really really positive um

interesting partnership that us paler

investors definitely should care about

but on top of this Oracle deal we've

also had an indirect collaboration and

this came out about seven or eight days

ago or so and it's not really been

spoken about all that much so I just

want to spend some time quickly

explaining what this partnership is and

why it's important so before we get on

to explaining what this indirect

partnership EXA ly is we must first

understand what athenia is ainia put

simply as far as I understand is a

platform designed specifically for the

semiconductor industry and it leverages

both Ai and big data to address

challenges found particularly in this

sector and I'm talking about challenges

such as chip shortages uh supply chain

transparency issues quality problems and

time to Market so this platform was

actually created in collaboration with m

so it's paler and Mer coming together to

actually design and execute this

platform and actually it's really

important to know in case you're unaware

that paler actually have a few of these

sector specific platforms already for

example they have skywise skywise is a

platform that was built on Foundry so

it's a paler um initiative along with

Airbus they've come together for a for a

platform designed specifically for the

aviation industry we've also got

surgents this is in collaboration with

Concordance and again this is specific

for the healthc care supply chain sector

so athenia is kind of like surgence and

skywise at a very high level but it's a

specific solution to tackle the

challenges found within the

semiconductor industry so now we know

what ainia is let me now tell you about

this indirect partnership for paler so

like I said this partnership did get

announced on July the 8th so we're a

little bit behind here by about a week

or so but it's still important to cover

and it doesn't seem like many people are

speaking about this so let's just see

what's happening so asna asna which is

the applied seals um Na North America I

think that stands for and athenia have

collaborated to boost semiconductor

manufacturing yields through improved

data sharing and traceability of

subcomponent parts today athenia

announced a collaboration with asna to

combine unprecedented data sharing and

traceability to improve critical

semiconductor component and subcomponent

innovation

in today's fiercely competitive

semiconductor landscape the quality and

reliability of components and

subcomponents are Paramount for

achieving Superior yield rates and

minimizing defects during manufacturing

so this right here is what paler uh

through athenia are really trying to

promote with this uh specific

partnership so then it goes on to tell

us what asna actually are they are a

pioneering force in the semiconductor

manufacturing components segment that is

quite a mouthful and they've combined

forces with athenia which have of course

is a collaboration that palente is

involved with a platform that palente

has uh created alongside Merc so that's

important to remember it's like an

indirect partnership here the uh secure

data and analytics platform for the

semiconductor industry to introduce a

revolutionary concept aimed at tracking

previously untraceable Parts through the

entire life cycle of the parts this

Innovative initiative is confirming the

significance of traceability and

analytics for consumable parts in

boosting yield and reducing effectivity

within um fabrication processes ainia

plays a pivotal role in this endeavor by

enabling traceability comprehensive data

analytics and multi-party data sharing

um to provide a comprehensive

understanding for each part's

performance on yield in the

manufacturing process as a result asna

can uh see a full view of how to improve

Parts delivering a lower cost of

ownership with better Fab performance to

their customers so some of that was

quite Technical and quite specific to

the semiconductor industry of course but

I guess the whole point is that this is

just another example of paler working

within different Industries expanding

their reach and another example of them

collaborating with a knowledgeable

leader this time with Merk to create

platforms specific to solve sector

particular pain points and just like

we've seen with both skywise and

surgents I think as paler shareholders

we can very much expect as time goes on

for more semiconductor companies to

actually want to work with a Thia and

you know if we roll back to the past we

rewind a little bit back to July 2022 we

actually heard that Micron was

partnering with um athenia as well

although we don't always hear about and

get visibility into these indirect

Partnerships that paler are having

through these sector specific platforms

like skywise surgence athenia whatever

other ones there are they are really

important because ultimately this is

another way that palente are expanding

their Market reach another way that they

are building credibility another way

that are proving their value and of

course although we don't have the exact

numbers this is going to somewhat impact

palente revenue and the numbers you know

this is all very very important we have

also now heard that palente Q2 earnings

for the second quarter ending the 30th

of June are going to be released on

August the 5th following Market close

now I'm not going to look too much into

the fact that these earnings are being

released um after the market closes

rather than pre-market people do look

into this and I have spoken about this

before and what this could mean I'm just

going to take it at face value you know

they're coming out Market close great

I'm very excited to see the numbers and

in particular to hear the commentary

that is given the guidance that is given

you know earning Seasons before for

palente have you know some of them have

been pretty crazy in the past for

example um the Q4 earnings the one the

ones that got released on the 5th of

February I want to say my birthday is

the 3rd of February so I took this as a

nice little birthday surprise but the

stock went up by like 40 6% in the 4

days following so you know it can be

very volatile any stock can be volatile

around earning Seasons bear that in mind

and I am actually going to make a whole

separate video on my thoughts and my

expectations for these earnings before

they actually come out so do let me know

if you want that in the comments below

when earnings are expected investors get

a chance to actually ask questions some

of these questions depending on how many

shares you own or how um many people

vote for these questions actually get

put forward to you know the team doing

the earn in so in the case of paler you

would have Alex carp and all these great

people and some of them actually get

answered obviously right now it's still

quite early and I expect more questions

to be submitted more to be upvoted and

these might not necessarily be the

questions that actually get put forward

but let's just take a look at what

questions have been asked so far so you

can filter this on recommended top voted

most shared or the newest questions

we'll just leave on recommended like I

said this is going to change over time

as we approach the earnings but right

now we've got a question of when can we

expect exponential growth we've got does

paler plan on paying shareholders

dividends now I very much think the

answer to this one is going to be no we

don't at this current stage it's still

early days for paler and they very much

in my opinion should be using um that

money to reinvest back into the

company's growth not really taking a

portion of that and paying shareholders

dividends at the moment that's just my

opinion and I think that is probably

what paler are thinking um what does

palen's growth look like in the next 5

years wouldn't we all like to know you

know my answer to this question would

just be look at what they're solving

look at the implications that they're

actually having the real world um

impacts that they are having on both

government and Enterprises look at the

way that the world set up what are we

moving towards not just not just

macroeconomic situations in terms of

interest uh rates and stuff like that

inflation but more so the landscape the

geopolitical issues that paler are able

to get involved with and hopefully help

the right people solve and then

obviously as well Enterprises are

Enterprises looking for AI Solutions are

they looking to understand their data is

that a competitive Advantage all of

these things come into play and are

Palante here actually being uh governed

by the right things do they have the

right leadership team to drive that

growth are they positioning themselves

well how do you plan to keep the comp

the growth of your company going that

kind of feeds into that one what is the

company's goal by 2030 does paler have

any immediate or future plans to acquire

additional companies or competitors this

would be very very interesting I would

like to hear the answer to this however

I don't think they're ever going to come

out even if they do have plans and say

yes we are planning to acquire X company

on this date because obviously it has to

go through all of the uh paperwork all

of the proper Pathways and legal

requirements and whatnot but you know

maybe who knows how does palente plan on

integrating AI into their business model

I don't really understand that question

I think they've spoken about AI at

length so I don't know is paler more

focused on growth in the government

sector or a civilian Market in the

future how what strategies does paler

employee to attract and retain top

talent in a highly competitive tech

industry I think they mean maybe

employees rather than attracting

companies to work with them people want

to work for paler now to get into paler

and work with paler is extremely

difficult the recruitment process I

think is very as far as I understand is

very um difficult at the moment and I

think it will only continue to be that

way people want are wanting to work for

a company that is actually making a

difference what will palente here

announce a new project uh product

anytime soon you know these are some

interesting questions and like I said

you you can um sort them on top voted

and most shares but this will change I

do like to keep my eyes on this as we uh

approach earnings let me know if you

want me to make a whole separate video

on what I'm expecting from the earnings

as we approach that and also let me know

what you think what you think we are

going to see in both the stock and the

actual numbers the paler report so with

all that said I invite you to leave your

thoughts and your opinions in the

comments below thank you so much for

watching this video I really hope you

found it helpful and I'll see you in

tomorrow's