$PLTR DD By a Former Engineer (Source : WSB)

Honestly, this DD requires a lot of critical thinking. If that’s not your jam, please enjoy this cartoon of Alex Karp crushing the competition, then scroll down to the bottom of the DD where you’ll find my plan for the end of my lockup plus a few diamond emojiis, a couple of hand emojiis and a bunch of vacuum optimized transportation device emojiis. Lots of words below, so here’s the TL;DRs, Table of Contents, a self dox, and position disclosure before my DD. TL;DR #1: After watching Demo Day twice, I am blown away at how much Palantir’s products have matured in the last 6 years since I left Palantir. I find the new UX far superior to offerings from GOOG, MSFT, and CRM. Apollo is absolutely incredible, and it’s going where no clouds have gone before… from Humvees to nuclear submarines. Lastly, it is clear to me that PLTR has invested heavily in best-of-class administrative tools to improve the speed to deploy Palantir. Bottom line: I fully understand why IBM gave up fighting Palantir and is now selling Palantir Foundry to IBM clients. _______ TL;DR #2: IBM just surrendered to PLTR. In the words of POTUS, this is a… Big.. Deal. To put it politely, IBM and Palantir don’t have a very good past relationship. So the fact that IBM is now pushing Foundry means one thing: Foundry is so that IBM was losing numerous contracts to Foundry-wielding competitors and IBM had no choice but to swallow their pride and cut a deal with Papa Karp. First they ignore you. Then they laugh at you. Then they fight you. Then they surrender to you and sign a deal to slang Foundry to thousands of clients in 180 countries. Then they send your shareholders tendies for decades. ________ TL;DR #3: Regardless of how ‘good’ or ‘bad’ the 2020 earnings are tomorrow, I find the news from early 2021 to be an incredibly strong signal pointing to an eventual $250B+ market cap for Palantir – BP renewing their enterprise deal, Rio Tinto and PG&E signing a new enterprise deals, AT&T aggressively hiring for Palantir skills, and 2,500 IBMers now pushing Foundry to clients all over the world, etc. IE the tea leaves I'm reading point to strong growth in 2021 and beyond. It's also worth mentioning that many of the new commercial clients have some of the most difficult and complex supply chains in the world. If they’re in, I’m in. ________ TL;DR #4: Eventually, institutional traders will comprehend the immense long-term value of Planeteer Planter Palantir and the stock will join the PFAANG club ________ 💎🙌💎 🚀🚀🚀 Assuming that the disclosure of Palantir’s 2020 financial results happens as scheduled at 8AM ET on the 16th, here's my understanding of the trading days following the disclosure: Feb 16th is the first trading day following the disclosure of Palantir’s 2020 financial results Feb 17th is the second trading day following the disclosure of Palantir’s 2020 financial results Feb 18th is the third trading day following the disclosure of Palantir’s 2020 financial results, and I'm unlocked at market open. Full Link with Pics to DD: https://new.reddit.com/r/wallstreetbets/comments/lkngg9/former_pltr_engineer_dd_part_2_usability/ #PLTR #palantir

r/wallstreetbets - Former PLTR Engineer DD Part #2: Usability, Deployabilty, Scalability, & Submersibility + My Lockup Plan

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