To reverse OPKO’s (OPK) “Frost Discount,” divest remaining legacy and diagnostics assets, spin off ModeX as a pure-play biotech, and install an independent, biotech-savvy board. https://t.co/7ENPBLUTe1
Attention OPKO Health Investors (OPK). Guests are now welcome to Post on the "All About OPKO Health" board without the need for registration. $OPK @ModeXTx@4Kscore@OpkoRenal
https://t.co/bhAih7EAOn
OPKO Health Shareholder Collective $OPK Uniting retail shareholders for better corporate governance and enhanced shareholder value. Empower retail shareholders with the tools needed to hold management accountable & drive positive change within OPKO Health. https://t.co/DBmYsQsoJY
ModeX Therapeutics MDX2001 a mechanistic PKPD Model for first-in-human dosing of a tetraspecific antibody for the treatment of advanced solid tumors. @ModeXTx@Certara $opk https://t.co/m4RXtrZVUH
$RGNX @REGENXBIO $ABBV @ABBVIE $CLSD
PH3 DR details after FDA talks late Nov. (30 days to get minutes). How big is this announcement in the next couple days?
$PLTR
THE ECONOMIST PICKS ALEX KARP AS CEO OF THE YEAR
“Among our finalists, however, it is Mr Karp of Palantir who stands out. Over the course of 2024 his company's market capitalisation has rocketed from $36bn to over $180bn. Its underlying financial performance has been impressive. Palantir is expanding rapidly, with analysts expecting it to notch up revenue growth of 26% in 2024, up ten percentage points from the year before. It has also become much more profitable, with operating margins doubling to 15% in the 12 months to September 2024. In a sign of its ascendancy, Palantir was added to the S&P 500 index of America's most valuable companies in September.”
December 22, 2024 - Fundstrat Granny Shots ETF $GRNY Weekly Update
DISCLOSURES: https://t.co/XOnfRGKxWA
HOLDINGS: https://t.co/OldHlUgsHK
THE PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR’S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. FOR THE MOST RECENT MONTH-END PERFORMANCE, PLEASE CALL (212) 293-7132.
$PLTR valuation makes ZERO sense
But then why do institutions keep buying it?
What do they know that you don't?
I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way
Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning.
Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient.
It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept).
Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example.
Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings.
This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company.
Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders.
Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively.
Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally.
“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt
“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard
“Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore
Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need..
ONTOLOGY.
Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is...
A Super Integration Company
And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools.
PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making
Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay.
Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE