Author: Christian Darnton

Christian Darnton is the Founder of Darntons. Christian invests within public markets, specifically innovative companies and equities. He is also the host of Darntons Podcast on Spotify & YouTube, and hosts the Darntons Show on YouTube weekly.

Morgan Stanley: The Deflation Enablers: Cost pressures should make companies accelerate investments in automation and productivity-enhancing technologies. Many of these technologies are inherently deflationary. Within this note, we provide a shopping list of “deflation enablers.” Persistent inflation in areas such as labor, supply chain/procurement, and energy give rise to transformational investment across industries. While cyclical forces tend to deter investment in an uncertain macro environment, we believe structural changes in demographics, energy policy and security, and an aging capital base make technologies focused on cost reductions and productivity more valuable. Focusing on stocks that enable this productivity and cost reduction…

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Key takeaways: The Cross-Sector Solutions: Software Commentary: Palantir Commentary: MORGAN STANLEY: Cost pressures should make companies accelerate investments in automation and productivity-enhancing technologies. Many of these technologies are inherently deflationary. Within this note, we provide a shopping list of “deflation enablers.” Persistent inflation in areas such as labor, supply chain/procurement, and energy give rise to transformational investment across industries. While cyclical forces tend to deter investment in an uncertain macro environment, we believe structural changes in demographics, energy policy and security, and an aging capital base make technologies focused on cost reductions and productivitymore valuable. Focusing on stocks that enable…

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In our 25-criterion evaluation of AI/ML platform providers, we identified the 15 most significant ones — Amazon Web Services, C3 AI, Cloudera, Databricks, Dataiku, DataRobot, Google, H2O.ai, IBM, Microsoft, Palantir, RapidMiner, RStudio, SAS, and TIBCO Software — and researched, analyzed, and scored them. This report shows how each provider measures up and helps technology executives select the right one for their needs. https://twitter.com/ChadPalantard/status/1546967179425349633 Productivity Tools, Solution Accelerators, And Extensibility Matter Most As enterprises evolve AI from pilots to an integral part of their tech strategy, the scope of AI expands out from core data science teams to business, software development,…

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Downgrading META to Underperform: NEEDHAM. With ad-driven stocks down sharply, the most common question we get is – What shares would we sell in order to fund stock ideas we prefer? At current price levels, we recommend investors use Meta as a source of funds. Deteriorating ST fundamentals. Meta has stated that it is investing in the Metaverse at the same time it is guiding to slower revenue growth. We lower our estimates because we believe cost growth will far exceed revenue growth for the next 2 years. Structural Valuation Risks. We recommend investors remain on the sidelines while they…

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Palantir Technologies and Anduril Industries will partner in phase two of the Army’s Tactical Intelligence Targeting Access Node (TITAN) prototype. Palantir Technologies is one of the competing prime contractors and is leading a team of the nation’ best traditional and non-traditional contractors, with Anduril leading the hardware development of the prototype ground station. TITAN will provide timely and assured intelligence for long range precision fires in contested environments. TITAN is a scalable and expeditionary intelligence ground station that will accelerate and simplify the Army’s ability to access and process massive volumes of Intelligence, Surveillance, and Reconnaissance (ISR) data for fires…

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GOLDMAN: Tesla’s Supercharger network is the largest DC fast charging network in the US and one of the largest globally, with about 35K connectors globally and about 14K in the US (per the US Department of Energy). It is a key asset of the company in our view, and part of the full ecosystem Tesla provides drivers that contributes to its strong market share. While the network has historically been accessible only to Tesla owners, Tesla has discussed plans to open up the network to all EV drivers over time (and has already done so in select locations in Europe),…

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NIO recently came under attack by Grizzly Reports, after claims in regards to exaggeration of revenue and profitability. “Today, we reveal what we consider an audacious scheme by NYSE-listed NIO. Reminiscent of the Philidor-Valeant relationship, NIO is likely using an unconsolidated related party to exaggerate revenue and profitability.” GOLDMAN: Following several investor queries, we see two areas meriting comment: 1) We view Nio as a manufacturer whose revenue and profitability is based on production and distribution of the cars it sells, plus potential monetization of its software business in the future. However, we do distinguish between the business models. We view…

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Joining forces helping public sector clients leverage analytics to outwit complexity WASHINGTON, June 28, 2022 /PRNewswire/ — Guidehouse, a leading global provider of consulting services to public sector and commercial clients, is pleased to announce a strategic alliance with Palantir Technologies Inc. (NYSE: PLTR), a leading builder of operating systems for the modern enterprise. The partnership will combine Guidehouse’s next generation consulting services with Palantir’s cutting-edge Foundry software platform to help clients outwit complexity. Guidehouse, the third-largest consultancy to the federal government and with a multi-billion-dollar global practice, leverages deep commercial and public sector expertise to help clients solve unique business and technology challenges.…

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DL E&C Performs Digital Innovation Drive Throughout Management in Alliance with Palantir 2022. 06. 28 DL E&C Data Innovation Executive Byun Woo-chul poses for a commemorative photo with Palantir Korean Branch Manager Park Jin-chul during the strategic partnership ceremony held at D Tower, Donuimun. DL E&C announced on the 24th that it would construct DLake system, a big data-based management platform, in alliance with Palantir for the first time in the construction industry. With the Fourth Industrial Revolution-led data technology industry accelerating centered on cloud service, DL E&C plans to establish a company-wide data management system by the second half…

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Leading digital marketplace for waste and recycling expands data, analytics, and reporting capabilities with new partnershipLexington, Kentucky, May 26, 2022 (GLOBE NEWSWIRE) — Rubicon Technologies, LLC (“Rubicon” or the “Company”), a digital marketplace for waste and recycling and provider of innovative software-based solutions for businesses and governments worldwide, today announced that it has entered a strategic partnership with Palantir Technologies, Inc. (“Palantir”), enhancing and expanding its data, analytics, and reporting capabilities. As part of the agreement, the two organizations will also develop a joint go-to-market strategy for the commercialization of new Rubicon subscription data products and supporting workflows. Palantir is a leading software company…

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