The Analysts

Call · @futurumequities · #274 on the leaderboard

@futurumequities

@futurumequities · Mon, Aug 10

Futurum Equities@FuturumEquities
"The SaaSpocalypse is over." -@danielnewmanUV The fear that one model would swallow the entire enterprise software stack has quietly passed. The alpha now lives in the thin layer between infrastructure and model, where Palantir makes its money. $PLTR
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Long PLTR · Medium confidence

Confidence

Medium0.82

Counted from

Tue, Aug 11 · market close

Rank since this call

#335 → #274 · 7 scored days

#335

Aug 28

#333

Aug 29

#331

Aug 30

#329

Aug 31

#313

Sep 1

#324

Sep 2

#274

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 24 · fades out by Sep 21