G.Toh
03-23

$Palantir Technologies Inc.(PLTR)$ Trump awards Boeing a massive $20 billion contract, aiming to secure air superiority in future air conflicts with China. 

How does that affect Palantir's business?

The $20 billion contract awarded to Boeing for the development of the F-47 fighter jet under the Next Generation Air Dominance (NGAD) program could indirectly impact Palantir's business. Palantir specializes in data analytics and software solutions, which are often integrated into defense systems for operational efficiency and decision-making. 

Given the scale and technological sophistication of the NGAD program, there might be increased demand for advanced data integration and analytics platforms to support the program's objectives. Palantir could potentially benefit from contracts related to data management, predictive analytics, and operational intelligence for the NGAD initiative. Additionally, the program's focus on countering threats from adversaries like China aligns with Palantir's expertise in national security and defense applications.

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Comments

  • Venus Reade
    03-24
    Venus Reade
    $93.50 on RH right now, futures looking bright tomorrow for whole market as well!
  • Valerie Archibald
    03-24
    Valerie Archibald
    Fascinating PE. Perfect entry
  • snixy
    03-24
    snixy
    Interesting perspective
  • JimmyHua
    03-24
    JimmyHua
    thanks for sharing
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