W Palantir actually, they could be the first to profit off the UK’s Digital ID monstrosity & they’re snubbing it on human rights groundsBig Brother Watch (@BigBrotherWatch):🤯Even Palantir - the surveillance giant mining health and security data worldwide - is saying that the UK’s digital ID plan is a step too far...We've truly gone through the looking glass.Keir Starmer must take note of the mounting opposition and scrap plans for an intrusive https://t.co/7xq1MvlzEv ...

Palantir Technologies Inc.’s stock fell 7.5% on Friday following a report that a battlefield communications system it worked on with defense tech firm Anduril Industries Inc. was seriously flawed — a claim both companies said was out of date and inaccurate. The report on Friday, published by Reuters, centered on a September Army memo expressing concerns over Anduril’s NGC2 prototype system, which stands for Next Generation Command and Control, and includes subcontractors Palantir and Microsoft Corp. A rep ...

Core Insights - The investment philosophy emphasizes the importance of language in investing, suggesting that the traditional advice of "buy low, sell high" is flawed. Instead, the focus should be on "buy high and try not to sell," advocating for long-term ownership of great companies [1][3][6]. Investment Strategy - The six traits of a "Rule Breaker" stock include being a top dog and first mover in an important emerging industry, and being labeled as overvalued by financial media, which can indicate a potential investment opportunity [3][4]. - Historical examples of successful investments include companies like Amazon, Tesla, and Netflix, which were often considered overvalued at the time of investment but later proved to be excellent long-term holdings [4][6]. Company Examples - Intuitive Surgical is highlighted as a company that exemplifies the traits of a Rule Breaker stock, transitioning from traditional surgery to robot-assisted surgery, and has seen significant growth despite being labeled as overvalued [4][6]. - Palantir Technologies is discussed as a potentially overvalued firm with a PE ratio exceeding 600, prompting interest from contrarian investors [5][6]. Market Perspective - The discussion reflects a broader skepticism towards traditional valuation metrics, suggesting that focusing solely on earnings and cash flow outputs can lead to missed opportunities. Instead, attention should be paid to inputs such as leadership, innovation, and brand strength [6][8]. - The narrative includes a cautionary tale about missing out on significant investment opportunities, such as Yahoo in the late 1990s, due to an overemphasis on valuation [7][8]. Conclusion - The key takeaway from the investment philosophy is to let winners run high and to focus on long-term growth rather than short-term trading strategies. This approach encourages investors to hold onto high-potential stocks rather than selling prematurely [13][14].

Group 1: Health Insurance Sector - Humana (HUM) shares surged nearly 11% after the company affirmed its outlook and provided insights into the quality ratings of its Medicare Advantage plans, leading to strong performance in the S&P 500 [4][9] - Other health insurers also experienced gains, with Centene (CNC) and Cigna (CI) rising by 5.1% and 4.7%, respectively, following Humana's positive update [4] Group 2: Technology Sector - Palantir Technologies (PLTR) shares fell 7.5% after reports indicated vulnerabilities in a battlefield communications network being developed by the company, leading to concerns about security [6][9] - Zebra Technologies (ZBRA) saw a 3% increase in shares after completing the acquisition of Elo Touch Solutions, which is expected to expand its addressable market [5] Group 3: Casino and Gaming Industry - Shares of casino operators declined as Tropical Cyclone Matmo posed a threat to Macau, a key gaming destination, with Las Vegas Sands (LVS) and Wynn Resorts (WYNN) both dropping over 7% [7] Group 4: Retail Sector - Nike (NKE) stock decreased by 3.5% despite reporting better-than-expected sales and profits for its fiscal first quarter, as the company warned of higher tariff costs and declining sales in its classic footwear lines [8]

Palantir Technologies, Inc. (NASDAQ:PLTR) stated on Friday that a report regarding major security flaws in its battlefield communications technology, developed in conjunction with Anduril Industries Inc., was outdated and inaccurate.Palantir shares fell more than 7% on Friday. Army MemoAccording to an internal memo seen by Reuters, the Army's chief technology officer warned in September that the prototype of the Next Generation Command and Control (NGC2) battlefield communication platform should be consider ...

Single-name ETFs have become very popular in the past few years, with derivatives financial engineering being layered on top of classic equities in order to extract dividends. It is the case forWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile ...

After moving mostly higher over the past few sessions, stocks saw further upside in early trading on Friday but gave back ground over the course of the day. The major averages pulled back well off their highs of the session before eventually closing mixed.While the tech-heavy Nasdaq fell 63.54 points or 0.3 percent to 22,780.51, the S&P 500 crept up 0.44 points or less than a tenth of a percent to 6,715.79 and the Dow climbed 238.56 points or 0.5 percent to 46,758.28.Despite the mixed performance on the da ...

Core Viewpoint - Palantir's stock is declining due to significant cybersecurity flaws in the NGC2 battlefield communication system, co-developed with Anduril Industries, which has been flagged as a "very high risk" by the U.S. Army [1][2]. Group 1: Cybersecurity Concerns - The NGC2 platform has been identified in an internal memo as having serious security vulnerabilities, allowing potential adversaries "persistent undetectable access" [1]. - Specific issues include a lack of user access control and unaudited third-party code, raising concerns about the system's ability to protect sensitive information [3]. Group 2: Impact on Business - The security flaws directly threaten Palantir's core business narrative, which relies heavily on securing long-term U.S. government and defense contracts [2]. - The company may incur unexpected costs to address these cybersecurity issues, potentially leading to a prolonged selloff of its shares as investors reassess its reliability as a defense technology provider [4]. Group 3: Valuation and Investor Sentiment - Palantir shares are currently trading at a forward price-earnings (P/E) multiple of approximately 425x, indicating a high valuation that assumes flawless execution in AI-enabled defense technologies [5]. - Insider selling of PLTR shares over the past three months suggests that management may believe the stock is overvalued or that confidence in the company's long-term prospects is diminishing [6]. Group 4: Investment Recommendations - Caution is advised for investors considering buying the dip in Palantir shares, as the current situation may be premature for such actions without clear evidence of remedial measures and transparency from the company [7].

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Palantir Technologies Inc.’s stock fell more than 8% on Friday following a report that its battlefield communications system, along with that of defense tech firm Anduril Industries Inc., was seriously flawed — a claim both companies said was out of date and inaccurate.  In a statement Friday, Palantir said that issues in the report, published by Reuters, had already been addressed. The report centered on a September Army memo expressing concerns over Anduril’s NGC2 prototype system, which stands for Next ...