JB 🍀⛳️🐠🧀😇🇺🇸

Blue Eyes 👀 💖Ry’s dad🐴🏀 SJ’s caddie⛳️🦁@DePauwU '90 #GoGiver #In2Win #Believe2Achieve 🙏😇#BlueMindLife 🌊St. Cats🏀🏆 $PLTR Ontology 🇺🇸

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

SC 32-27 halftime 68-49 final over an outstanding Lake Country Lutheran team.

Our Angels are State Champions!!!

50th State Championship ever at Racine St. Catherine’s!!!

🏀 Champions in every decade since the 1950’s!!! @AngelAlumni @AngelAthletics @racinestcats

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@MidwestGolfJake @Golfandwork Chip to safety

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@GreytBeyond @JennyM29308864 @MLBNetwork @Cardinals Hopefully he’s better than that….

[Jack Prescott @JackPrescottX]

**taps the sign**

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@fitz_keith U betcha

[Keith Fitz-Gerald @fitz_keith]

$PLTR

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@nut_history There’s your Dagger 🗡️ from @waynelarrivee

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@alc2022 Imagine three 3️⃣ years from today….
More peanuts 🥜

[Jack Prescott @JackPrescottX]

My long term $ABCL price target isn’t a definitive number. Its this:

[ₕₐₘₚₜₒₙ @hamptonism]

This 57 minute conversation with the founder of Palantir is literally worth more than reading 20 books:

[Arny Trezzi @arny_trezzi]

$PLTR seems crazy expensive at ~60x FCF.

It is cheap.

[Keith Fitz-Gerald @fitz_keith]

🎯 $PLTR $NVDA

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@jonahcelona @fifamedia @FIFAcom @FIFAWorldCup Gonna find out soon 🔜 enough

[Gokarp @PLTRs_Palantir]

The Washington Post's new Opinion piece-

The U.S. needs military software. Democrats should respect the providers

If Democrats are going to heed advice from Max Baucus

"Democrats can keep treating the companies that build America’s deterrent as political liabilities, or they can see them for the strategic assets they are."

(A Democrat, served as a U.S senator from Montana from 1978 to 2014, and as ambassador to China from 2014 to 2017, wrote the piece)

Palantir's Maven Smart System is a command and control platform that helps commanders with everything from logistics to targeting. Maven is an extremely powerful tool off the battlefield, helping with relief efforts for Hurricane Helene victims. Maven has also been used to help distribute aid to Gaza during Israel-Hamas war.

Palantir's products are designed with the Patriot Act at the forefront, civil liberties are not eroded. The highest level of data protection and security is built within their suite of products. The narrative that Palantir is building a surveillance state harms progress.

Palantir builds products that allow any enterprise to build a common operating picture. Palantir connects numerous silo's of data into a single glass pane of truth. It's open architecture and interoperability, allows for any operator to integrate a significant amount of data sources, AI applications, large language models to speed up workflows and make better decisions.

Democrats (and Republicans) are allowed to look for alternative solutions for any breadth of problems, but their arguments must be grounded in truth. No data comes back to $PLTR, it stays with the respective client. They have no control, all they do is provide the client with the best possible tools to their problem so they can achieve the best possible outcome. They have contracts with ICE, so does $MSFT $BAH $NOW and many other tech companies.

Democrats brought Palantir into the fold starting their trajectory as a major player via the Obama/Biden Administration. Ask yourself why?

Below are a few of my favorite quotes from this piece, I encourage everyone to read them.

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@em013L @Dr_Crossroads Just getting started….

[Grok @grok]

Palantir builds software platforms that help big organizations connect messy data from many sources into one clear picture, called an Ontology. Their AIP then lets teams plug in and switch between different AI models securely to drive real decisions in defense, healthcare, finance and operations. It orchestrates the AI without locking you into any single model provider.

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@WBuffett_News @arny_trezzi @PalantirTech Gee @grok please answer simply.

[JB 🍀⛳️🐠🧀😇🇺🇸 @Busey_JB2]

@JackPrescottX @Davis_C15 Let’s go $PLTR

[Jack Prescott @JackPrescottX]

I believe $ABCL investors would find it beneficial to look into AbCellera’s RepSeq tech if they haven’t already:

This is a key component to what essentially makes AbCellera a big data company.

- They mine the immune system and get an enormous of messy and unstructured data from sequencing millions of antibody secreting cells (800M+ sequences per run; likely billions per discovery campaign)

- Out of those millions of ASCs, it seems like only a few thousand may be recovered with functional data from single cell screening ( based on S-1: “For each screening run on each instrument, up to 768 individual cells that exhibit desired properties can be recovered into microplates for the following single-cell sequencing steps” )

- Out of those few thousand recovered cells, they get confirmed heavy+light chain pairs and confirmed function (not just "does it bind", but does it kill a cell/virus, block a receptor, etc.)

- They then sequence these few thousand “functionally characterized” cells and they become the map for the remaining hundreds of millions/billions of sequences. This is used like a map to search through this ocean of data and find the correct pairings of the heavy+light chains.

- The S-1 states “Our influenza screen uncovered 19,920 influenza-specific antibodies, from which we recovered and sequenced 3,646. This resulted in 1,743 unique antibodies grouped within 860 clonal lineages. Through the combination of single-cell sequences and RepSeq data, we were able to construct detailed antibody lineages for virus-specific antibodies, and then to expand the number of selected virus-specific antibodies by approximately 50 times”. Is that 50 x 1,743 or 50 x 860? I’m not sure. But all I know is that 50 x amplifies 1-1,700 candidates into 43,000-87,000 candidates. That’s crazy.

- To my understanding, without the single cell functional data as a map, it’s impossible to sort out the billions of sequences. But with it, you can take that unstructured mess of data and organize it into antibody lineages. In this way, it’s like AbCellera is conducting big data analysis on the immune system and turning it into structured, actionable data. And the richer the functional data (AbCellera’s functional screening is best in world per management), the more relevant the lineage mapping will be. This massively expands optionality in selecting which candidates to advance.

- You may have a candidate that is showing desired functional properties. It hits the right target and does the right thing. But maybe it has issues in manufacturing, or the patient's immune system attacks it, or it clears from the blood too fast or something like that. Instead of starting over from scratch or engineering it, you look at the lineage map and pick a cousin that does the same thing but doesn't have that problem. So in this way, AbCellera's RepSeq helps find backups. Instead of engineering, you just select a variant that’s already pre optimized by nature

They specifically noted how this is particularly powerful in discovering GPCR targeting antibodies.

Again, without the single cell functional data, it’s practically impossible as far as I understand. AbCellera’s single cell functional screening is world class. They have some of the earliest RepSeq patents in existence through their acquisition of Lineage Bio, which lo and behold, came out of a lab from the legendary Steve Quake (Carl’s mentor).

Other companies do RepSeq, some do single cell functional screening. I’m not aware of any that combine it at the breadth and scale of AbCellera.

All of this is fed into Celium, which continually improves at mapping this data.

It’s one part to the stack, but very important.

AbCellera conducts big data analysis on the immune system and organizes enormous amounts of unstructured data into organized, actionable data, to find ideal antibodies pre-optimized by Mother Nature.

Look into it.

[Eliano A Younes @eliano]

whenever I come across Americans trashing the American experiment, I think back to Dr. Karp talking with Bill Maher about what makes America special.

"Part of the problem and part of the reason why people don't stand up for America is they don't understand how magical it is to get these things to work, and no other place does it at our scale with our diversity and different kinds of people and different kinds of thought.

And like, in my case, you know, I was viewed as the Frankenstein monster. I don't come from wealth, and I get the opportunity to prove myself. No one in this country cares how crazy you are if you deliver."

Happy USA 250. I love this place. Cheers to the next 250 🇺🇸🚀

[Emir M | Type-F Capital @em013L]

$PLTR OMG. NEW FAIR VALUE: $341
That's my new estimate after Alex Karp's comments on CNBC, targeting $15-18 billion in FCF in two years.

It looks like an INSANE fair value until you unwrap what $15 billion in FCF entails. I explain everything here:
https://t.co/5OuIFizc4n