@PalantirTech Double Click Quarterly Demo begins in less than 24-hours.

Over $1M of the 4/16 - $24 call options were bought today by Option Traders in anticipation of the event - Why?

Here's a Preview of the Demo & Key Expectations:

1/What is Double-Click?

A series of quarterly demo events in 2021 where Palantir will showcase how Foundry is currently helping their customers across 40-industries (yeah 40!)

$PLTR has a reputation for being secretive, hence this is likely an attempt to change that narrative.

2/ This demo will focus solely on two sectors:

• Life-Sciences
• Industrial sector.

Future demos will likely showcase key initiatives done in Banking, Finance, Telecommunication, Distribution, Consulting, After-Sales etc

3i/ Life-Sciences demo:

$PLTR will demonstrate how Foundry is used by customers within Healthcare, biopharmaceuticals, & medical research institutions

Over 1000 researchers use their platform for clinical research and managing the current Covid pandemic within the US & UK Gov't

3ii/ LS D'
The pandemic has accelerated $PLTR's growth within healthcare. AI is playing a central role in the development of drug discovery and research. There will be even opportunities in Genomic.

This is an example of $PLTR's Syntropy Cancer research: https://investors.palantir.com/news-details/2020/Syntropy-Joins-MITREs-Mission-to-Unlock-the-Power-of-Real-World-Data-for-Cancer-Research-and-Treatment

4i/ Industrial demo:

$PLTR is enabling the digitization of industrials & leading the industrial revolution 4.0
They will show how Foundry is used in asset intensive sectors like Aerospace, manufacturing companies etc.

To understand AI's work in industrial, we need to know..

4ii) The Industrial Internet of Things (IIoT)

IIoT will define the future of manufacturing by connecting sensors with AI applications to allow for real-time data collection & analysis which will lead to automations. Similar to how IoT works in our homes, apply it to Industrials.

4iii) Digital Twin works with IIoT & is central to Foundry.

DT is a virtual replication of a company’s physical assets and systems. Within industrials, DT allows companies to conduct experimentation without shutting down and enhances increased productivity in a variety of ways.

4iv) Some Examples:

$PLTR + $BP Energy's announcement helps understand how DT and IIoT are being used across industrials. More examples are recent partnerships are with Rio Tinto; 3M; PG&E
-> https://investors.palantir.com/news-details/2021/Palantir--bp-Deepen-Partnership-Accelerate-Energy-Transition

-> Or https://twitter.com/PalantirTech/status/1382004796530561027

5/ The AI Synergies of $IBM + $PLTR

$PLTR will bring their low-code,no-code user interface for business users (Top)

$IBM who is a leader in hybrid-cloud will bring business data architecture (bottom)

Both companies will power these two industries above in new ways!

6/ This is a primer to give a hint of what to expect from the demo!

70% of my thesis is built around Foundry's AI capabilities to penetrate more Fortune 500 Companies across over 40-industries by 2030.

I did a comprehensive dive into Foundry & my thesis: https://investianalystnewsletter.substack.com/p/palantir-technologies-ignore-gotham

7/ 30% of my thesis is the Founding team & current management Team's Vision, Intellectual capabilities and credentials.

Check out this thread to read about the powerful Paypal Mafia led Peter Thiel, the founder. https://twitter.com/alexgarcia_atx/status/1381754550747594752

8/ If you want to learn about the foundation and basics of $PLTR's, check out @CapitalWiseman thread.

He provides lots of context to the bull, bear case and the big data analytics industry including $IBM's role: https://twitter.com/CapitalWiseman/status/1380967639992823811

9/ $PTR is still in the early innings! The market still underestimates the AI synergies that $PLTR + $IBM will bring.

Majority of $PLTR's technology is utilized behind-the-scenes.

As double-click demo evolves and grows; the world will learn more about $PLTR's future potential.

10/ Lastly, Industrial & Life-Sciences make up a big part of the US economy. Hence that could be a reason someone is betting a big call option? We'll see!

I'll cc some $PLTR bulls here - What are you guys expecting tmrw? @caleb_investTML @JoTrader4 @cperruna @camiadeluca

11/ cc: some tech bulls - any thoughts on this demo and $PLTR's Foundry's future potential?

cc: @summerlinARK @saxena_puru @mukund @skaushi Thank you!

There's more to analyze beyond this thread!

My full article on Foundry, the Digitization of Industrials, How $PLTR $AMZN & $IBM Partnership works comes out tmrw.

I'll also cover a post-event analysis of key takeaways for Investors! Thanks for reading! https://investianalystnewsletter.substack.com/welcome