immagine del profilo
Interesting company, Palantir is already placed in many authorities. The idea here would be to take over Palantir. Or perhaps even buy the company and integrate it into their software. Thanks for the great presentation
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immagine del profilo
@Tenbagger2024 I think a takeover by $AXON is more likely. The evidence platform is a significant part of the business there and would of course be a perfect fit here. $PLTR would also be conceivable, but $AXON is the more likely option for me.👍🏻 This is primarily about hacking evidence, so the focus at Palantir is clearly different.
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immagine del profilo
@Get_Rich_or_Die_Tryin Yes, axon would also be a possibility. Axon has also corrected properly and is slowly starting to become interesting
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immagine del profilo
@Tenbagger2024 I had actually thought about buying it and then dear @Aktienhauptmeister came around the corner with $CLBT. 😅🤷🏼‍♂️ You just don't have the margin burden from the hardware business. So it's a much cleaner asset-light.
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@Get_Rich_or_Die_Tryin But the hardware also somewhat reduces the fantasy that AI eats software
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@Tenbagger2024 $AXON has actually already made a 90 million dollar investment in Cellebrite in the past. Cellebrite can "fly" on its own, without an acquisition. But if it were to happen in the future, an acquisition would make Axon the undisputed "all-in-one" platform for law enforcement agencies worldwide. We'll see 👀
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immagine del profilo
@Aktienhauptmeister do you think axon is still too expensive?
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immagine del profilo
Also sounds very interesting for my portfolio. I'm just thinking about it as I already have $PLTR and $PANW ( $CLBT would of course also run in the cyber/crime area)
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@Tenbagger2024 Axon is always too expensive, isn't it? 😅 But to be honest, I think the current level is rather fair.
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@Get_Rich_or_Die_Tryin has already been properly corrected
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immagine del profilo
@Tenbagger2024 was also urgently needed from my point of view.
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