Things Are Heating Up For Palantir!
Summary
TLDRThe 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
- ๐ Palantir stock has reached a new 52-week high, hitting $29 per share, although it didn't close at that price.
- ๐ As of July 16th, pre-market trading shows Palantir stock at $28.67 per share, slightly down from the recent high.
- ๐ 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.
- ๐ Macroeconomic factors, geopolitical issues, and institutional ownership increases are contributing to the stock's momentum.
- ๐ค Palantir has recently announced a substantial partnership with Oracle, which is expected to be a significant collaboration for the company.
- ๐ก Athena, a platform designed for the semiconductor industry, is a collaboration between Palantir and Merck, addressing challenges like chip shortages and supply chain transparency.
- ๐ Athena has entered into an indirect partnership with ASNA, aiming to improve semiconductor manufacturing yields through enhanced data sharing and traceability.
- ๐ Palantir's Q2 earnings for the quarter ending June 30th are scheduled to be released on August 5th, after market close.
- ๐ญ Investor questions for the upcoming earnings call include inquiries about exponential growth, dividend plans, future acquisitions, and AI integration into Palantir's business model.
- ๐ 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
๐ 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.
๐ค 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.
๐ 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.
Mindmap
Keywords
๐กPaler
๐กStock
๐กQ2 Earnings
๐กPartnership
๐กOracle
๐กATHENA
๐กIndirect Partnership
๐กSemiconductor Industry
๐กInstitutional Ownership
๐กGeopolitical Issues
๐กS&P 500 Inclusion
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
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