Antonio Linares
How $PLTR disrupts $MSFT going forward:
1. $PLTR simplifies the adoption of Foundry, making it accessible to medium and small businesses at a cost-effective rate.
2. Conversely, while $MSFT offers a robust enterprise-grade operating system, its focus is scattered, resulting in a lag behind $PLTR. Thus, $PLTR emerges as the preferred choice for enterprise operating systems.
3. An enterprise operating system refers to software that centralizes organizational data, facilitating seamless operations and enabling AI-driven insights while breaking down data silos.
4. As we transition into the era of Generative AI, generative techniques surpass retrieval methods, becoming the standard approach.
5. Generative techniques acquire a significance comparable to that of electricity.
6. Therefore, the presence of a unified data layer (ontology) becomes essential for Generative AI to effectively harness its capabilities. Without it, competitiveness is compromised.
7. Although traditional business applications like $MSFT's Word and Excel retain relevance, their integration with an ontology enhances their utility, empowering employees akin to granting them superpowers.
8. Moving forward, the effectiveness of business applications diminishes without integration with an ontology, particularly in a competitive environment, thus placing $PLTR at the forefront of enterprise operations.
9. This places $PLTR in a position to potentially charge fees to $MSFT for directing customers towards it or alternatively, allows $PLTR to develop its own suite of business applications, possibly leveraging an open-source community.
10. Consequently, $PLTR establishes itself as a dominant force at the pinnacle of the enterprise funnel, granting it leverage over $MSFT.
11. With an unparalleled understanding of businesses across diverse industries, $PLTR is poised to build its ecosystem of supplementary solutions, mirroring $MSFT's evolutionary trajectory over past decades.
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How $PLTR disrupts $MSFT going forward:
1. $PLTR simplifies the adoption of Foundry, making it accessible to medium and small businesses at a cost-effective rate.
2. Conversely, while $MSFT offers a robust enterprise-grade operating system, its focus is scattered, resulting in a lag behind $PLTR. Thus, $PLTR emerges as the preferred choice for enterprise operating systems.
3. An enterprise operating system refers to software that centralizes organizational data, facilitating seamless operations and enabling AI-driven insights while breaking down data silos.
4. As we transition into the era of Generative AI, generative techniques surpass retrieval methods, becoming the standard approach.
5. Generative techniques acquire a significance comparable to that of electricity.
6. Therefore, the presence of a unified data layer (ontology) becomes essential for Generative AI to effectively harness its capabilities. Without it, competitiveness is compromised.
7. Although traditional business applications like $MSFT's Word and Excel retain relevance, their integration with an ontology enhances their utility, empowering employees akin to granting them superpowers.
8. Moving forward, the effectiveness of business applications diminishes without integration with an ontology, particularly in a competitive environment, thus placing $PLTR at the forefront of enterprise operations.
9. This places $PLTR in a position to potentially charge fees to $MSFT for directing customers towards it or alternatively, allows $PLTR to develop its own suite of business applications, possibly leveraging an open-source community.
10. Consequently, $PLTR establishes itself as a dominant force at the pinnacle of the enterprise funnel, granting it leverage over $MSFT.
11. With an unparalleled understanding of businesses across diverse industries, $PLTR is poised to build its ecosystem of supplementary solutions, mirroring $MSFT's evolutionary trajectory over past decades.
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Offshore
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Q-Cap
Amazing to see a 100 bagger stock which is still valued at less than $25B.
Capital allocation gold standard
$DECK https://t.co/FrGchc9kT4
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Amazing to see a 100 bagger stock which is still valued at less than $25B.
Capital allocation gold standard
$DECK https://t.co/FrGchc9kT4
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Offshore
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The Long Investor
$PLTR one week later.
But did we buy? https://t.co/Jh6ZC1TAgw
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$PLTR one week later.
But did we buy? https://t.co/Jh6ZC1TAgw
$PLTR -2% today after touching the red line.
The fight is not over yet but a rejection so far for the bulls. https://t.co/8hAtrQ6iEJ tweet
Offshore
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The Long Investor
$DAL Buffett sold his airline stocks back in May 2020 (due to Covid) and the price is now above what he sold at....but his reason made sense at the time.
Its an industry he likes
With this set up and projection, I would be surprised if he does not get back in again. https://t.co/6canlgpbxL
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$DAL Buffett sold his airline stocks back in May 2020 (due to Covid) and the price is now above what he sold at....but his reason made sense at the time.
Its an industry he likes
With this set up and projection, I would be surprised if he does not get back in again. https://t.co/6canlgpbxL
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