Brett Hucker

EV/Clean Energy/Tech Bull/AI & Mining Equities #Decarbonisation

[Brett Hucker @Huckman07]

@quakes99 Quakes, give that news the attribution it deserves @Canaccord

[First Squawk @FirstSquawk]

NEW ZEALAND WILL CONTRIBUTE SIX DAYS OF FUEL SUPPLY TO THE IEA RELEASE, WITH THE GOVERNMENT PLEDGING TO MINIMIZE THE IMPACT ON NEW ZEALANDERS.

[Brett Hucker @Huckman07]

@quakes99 Send link to that news pls Quakesy

[Brett Hucker @Huckman07]

@Tslachan Meaningless unless you show rate of change

[Gokarp @PLTRs_Palantir]

$PLTR The U.S. Army today awarded Palantir a new $10B/$10Y Enterprise Agreement that establishes a comprehensive framework for the Army's future software and data needs.

The 10-year deal with Palantir is worth up to $10 billion, although Army officials noted that they’re not committed to spending that much money. The move will consolidate 75 contract vehicles as the Army looks to streamline things, they said.

“The entire pie” Dr. Karp

[TESLARATI @Teslarati]

🚨 Dan Ives of Wedbush has released a new note after riding in Tesla Robotaxis today in Austin:

"This afternoon we attended Tesla's Robotaxi launch in Austin, TX and got the opportunity to take multiple rides in a Robotaxi. There was a Tesla Operator sitting in the front passenger seat of the Robotaxi, but they were not permitted to comment on anything nor did they influence the car in any way. Going into it, we expected to be impressed but walking away from it, all there is to say is that this is the future. We took two approximately 15 minute rides around Austin and the key takeaways are that it was a comfortable, safe, and personalized experience. The ride itself was completely smooth, and it was indistinguishable that the car was driverless as there was never a moment in the vehicle where we felt as if it did something irrational. The interior features two touchscreen panels: one in the front and one in the back row above the AC vent. The back row panel is able to integrate with the user's Tesla account and sync with their Robotaxi app and automatically loads the user's content onto a suite of apps including Apple Music, Netflix, Spotify, Hulu, Disney +, and more. We took a route through a park with dirt roads and traffic cones, yet the car was able to navigate perfectly and picked us up right at our exact location. To really put it into perspective, there was a moment where we drove up a narrow road going up a hill with cars parked on both sides with oncoming traffic and people opening their car doors into the road and the Robotaxi masterfully maneuvered with patience and safety among this chaos. We maintain our OUTPERFORM and $500 PT.

The $1 trillion autonomous journey begins. Today's successful Robotaxi launch is really just the beginning of the Tesla AI story. The Robotaxi's we experienced today were foundational, and there is a path for the future where these Robotaxis may also have Grok integration, interior customization, and a much more user-centric focus as there's no longer a need to focus on the driver experience. Eventually, when there are enough Robotaxis out there, they may be able to communicate with each other and coordinate to offer an even more efficient travel experience. Overall, these Robotaxis exceeded our expectations and offered a seamless and personalized travel experience that has lit the spark for autonomous driving."

[amit @amitisinvesting]

$PLTR

BREAKING: Palantir has been awarded a $795M contract with the US Army for their Maven Smart System. The contract runs until 2029.

Project Maven is a Department of Defense AI initiative for data fusion and target identification.

Palantir's US government revenue grew 45% YoY in Q1 2025.

It is becoming obvious that they are building the operating system for the United States government.

[Brett Hucker @Huckman07]

Accelerating the Next Wave of Nuclear to Power AI Innovation - Meta Sustainability. Further Tech adoption of Nuclear as a clean energy solution. 1-4GW of new Nuc generation capacity. https://t.co/0Zpp4NSPiS

[Arny Trezzi @arny_trezzi]

$PLTR mentioned by @Coles COO:

"Palantir has done it."

Palantir helped the Australian retailer reduce team churn by 25% and improve team engagement.

“Not only is our efficiency still in place, but our team member engagement is up a quartile, and our performance improves. This is really powerful.”

Palanir and Coles at the beginning of 2024 to deploy the platforms to all 850+ stores in Australia.

In the first stage, Coles used Palantir to combine a time and motion system and team member rostering capability system.

Coles is now planning to integrate customer NPS data into Palantir.

"This would position Palantir as a system driving efficiency of process, engagement of team and capability, and customer outcomes.”

Happy clients are happy to expand.

[Brett Hucker @Huckman07]

@UraniumShiv Love this from you @UraniumShiv, keep the insights flowing! LFG

[Brett Hucker @Huckman07]

Future Google supplier Kairos gets approval to build two small nuclear reactors | TechCrunch https://t.co/jYoJXOkU2a

[Brett Hucker @Huckman07]

Self-Driving Car Rules May Be Eased under Trump - Bloomberg. Bullish for TSLA +28% in 10 days, +45% one month. Trump trade tailwinds. https://t.co/au3KiIxiOB

[Brett Hucker @Huckman07]

PLTR. Q3 2024 | Letter to Shareholders. The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies. +13% GIPO https://t.co/lavZIpvuy4

[Brett Hucker @Huckman07]

Rebels take control of Myanmar rare earth mining hub - https://t.co/8Mx5FyufPA https://t.co/RU9iFQpvZG

[Bloomberg @business]

Eni signed a deal with KKR & Co to sell a minority stake in its biorefining unit Enilive in a push to finance its green transition https://t.co/y4DX4o0ZVj

[Dan Ives @DivesTech]

Raising PLTR price target to $45 reflecting our increasing confidence in the enterprise driven AIP strategy now a clear "game changer" for the Palantir story. We are more bullish on PLTR going forward as recent AIP checks show more enterprises are heading down this path 🔥🏆🐂

[Rick Rieder @RickRieder]

Yesterday @BLS_gov released its All Tenant Regressed Rent Index (ATRR), which measures the rent paid by all renters and incorporates most of the survey data used for the CPI Rent of Primary Residence Index. In Q2, ATRR readings decreased 0.2% to its lowest QoQ change since 2010, suggesting that there could be more moderation in Shelter inflation metrics ahead.

[Brett Hucker @Huckman07]

Great call @KenBPatriot 👊

[Ken Brinsden @KenBPMET]

Another logical market development would be over-the-counter price printing/transparency in Western Markets, affording recognition of this trade rather than markets obsession with China pricing. https://t.co/CGvub9UEOZ

[Brett Hucker @Huckman07]

@quakes99 @Range_Funds What size $ terms @quakes99 ?

[Brett Hucker @Huckman07]

Working through Christmas to make it real into a U ask price of US$93 @Boss_Energy 💪🦾💪

[Boss Energy Ltd @Boss_Energy]

Season greetings from CEO Duncan Craib and Boss Energy team, commissioning Honeymoon on Christmas Day 2023!!