🚀 12 Stocks That Could 10X Thanks to Palantir (PLTR)

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Here's a question for you. What if you had a crystal ball and you could use it to see into
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the future? Would you use it to predict what kinds of new technologies will shape the world tomorrow?
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Would you look at which stocks are doing the best and invest in those companies today? What if those
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companies each had a crystal ball of their own? How much of an advantage would that give them
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over their competitors? Believe it or not, this is a question we can answer because of Palantir,
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a company named after the indestructible crystal balls from Lord of the Rings, that are known for
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their ability to see into the future. Palantir, the company, focuses on making predictions based
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lots and lots of data AND they've been making big investments in twelve companies. So, let's gaze
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into Palantir's investments and see what we can learn about their vision of the future.
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Sarcos Robotics is a maker of highly dexterous mobile industrial robotic systems focused
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on enabling the workforce of the future with solutions that enhance productivity, reduce
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occupational injuries, and equalize employment opportunities for the jobs around the world
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that do not lend themselves to automation. They're building robots-as-a-service.
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The Guardian X O is an exoskeleton that users wear to enhance full-body power,
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meaning adding strength and endurance to arms and legs to give one worker the power over roughly
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three workers. Importantly, the exoskeleton only takes one day of training, which is less than it
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takes to learn to operate a forklift, so there's a real total addressible market here. Also,
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fun fact about me, my favorite movie besides lord of the rings is actually the edge of tomorrow, a
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movie where Tom Cruise spends 90 minutes fighting aliens in what is basically the Guardian X O, so
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Palantir investing in Sarcos Robotics is basically a mash-up of all my favorite things. Sarcos also
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makes the Guardian X T, a robotic avatar that integrates with many mobile or telescoping bases
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that a worker on the ground controls through a virtual reality headset. Between the X
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O exoskeleton and X T avatar, Sarcos Robotics has a wide variety of industrial and military
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use cases in a world where labor shortages are increasing and companies are forced to do more
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with less. I'm not sure exactly how Sarcos will end up using Palantir's services and platforms,
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but I bet Sarcos could benefit from Palantir's many department of defense connections. Sarcos
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currently trades under the ticker symbol R O T, for Rotor Acquisition Corp,
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and will trade under the ticker symbol S T R C if their merger completes later this year.
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Fast Radius is a cloud manufacturing and digital supply chain company that focuses on building
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infrastructure to design, make, and move things in the digital age. They want to
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make ordering custom parts as easy as it is to order groceries. To do that, they have a software
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platform called the Cloud Manufacturing Platform, that lets people design and get feedback on parts
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before getting them made. The software supports digital simulations of materials
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and structures as well as collaborative design. Once the design is finalized, you can store it
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inside a Virtual Warehouse, where it is waiting to be ordered before it's made, meaning companies and
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individuals no longer need to store physical inventories. The part is made when it is
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demanded, not before. The parts are 3D printed at a Fast Radius Microfactory, which are highly
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scalable units that act as “factories in a box.” Everything from Fast Radiuses' proprietary data
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architecture to their micro-factories are designed to be ‘copy & pasted’ and enable a distributed,
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digitally connected network. In my opinion, the mark of a truly disruptive innovator is a company
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that's tackling a problem that many different industries and market sectors can point to.
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Fast Radius is solving the current problems associated with centralized mega-factories,
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slow-moving and easily disrupted supply chains, the massive amount of space it takes to store
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physical goods, and the poorly scaling back-end operations many big manufacturers
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have today. These problems on the supply side actually create other problems on the demand side
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because these inefficiencies cost money, making parts and variants prohibitively expensive if you
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don't buy large quantities and if you do buy it, it could still take months to arrive. I think
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Fast Radius really nails it with this quote from their investor presentation: “Why can I see where
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my pizza is, but not my part?” I can't imagine the mountains of data that Fast Radius is generating
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at every step of their value chain, from part design to production to fulfillment, making it
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another shoe-in for Palantir's Foundry to generate deep insights that result in optimizing every
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step, like automatically recommending design changes to save cost or increase performance,
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automatically routing the design to the correct micro-factory for the quickest fulfillment,
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and controlling overall material supply to handle all of their aggregate demand. I'm
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sure I'm missing about a thousand different things Palantir can help Fast Radius with,
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while Fast Radius helps the world revolutionize manufacturing. Fast Radius will be merging
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with ECP Environmental Growth Opportunities Corp, ticker symbol E N N V later this year.
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Lilium is a company focused on electric vertical take-off and landing vehicles, or EVTOLs.
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For people, they want to deliver the feel of a business jet with the convenience of a car. For
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cargo, they want to deliver, uh, the cargo. When you combine the revenues for delivering people and
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cargo with the revenues from the hardware sales themselves, ARK Invest's Big Ideas report says
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that Air Taxis could be a 52 billion dollar per year market by 2030. Lilium expects that market
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to be about one third logistics and freight and two thirds aerial taxis for people wanting to move
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inter- or intra-city while avoiding traffic. According to their investor presentation, Lilium
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has a few distinct advantages in this space. Their battery systems are very energy-dense and
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built to scale, meaning they just stack up the same one battery module until they meet their
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power and redundancy and safety requirements. Those modules are also fully self-contained,
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so if there's a malfunction, they can continue to fly safely as the damage will be contained to the
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battery. Their Ducted Electric Vectored Thrust system is low noise, low vibration, and modular
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as well. Low noise is important because noise pollution could become an issue as the air taxi
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market takes off. Just like the battery cells, they can stack the thrust system modules on the
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wings until they have the propulsion they need. All together, Lilium's aircraft have 30 times
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fewer parts than commercial airliners, resulting in a very effficient manufacturing process. Lilium
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will be building 28 vertiports between Florida and Germany with 315 jets into service in 2025.
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You can bet your tailfin that I'm going to take a ride when they finish their vertiport in Tampa.
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My guess is they'll be using the Palantir platform for flight planning, charging and
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aircraft data management, and other complex operations that require understanding what's
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going on with the entire fleet. Lilium currently trades under the ticker symbol Q E L L, which is
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Qell Acquisition Corp, and will trade under the ticker symbol L I L M if that merger completes.
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Wejo, which is a combination of the words “we journey”, onboards and standardizes
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over 14 billion unique datapoints every day from connected vehicles through its
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cloud platform called Wejo ADEPT, which stands for Automotive Data Exchange Platform & Technology.
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The type of data it takes in is vehicle location, speed, environmental data,
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camera data, and more. By partnering with automotive manufacturers, Wejo will be able
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to take in automobile data directly from any vehicles manufactured by a partner brand.
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That data is then stored in the Wejo data lake and used to inform traffic management,
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advertising, remote diagnostics, roadside assistance and even payments. From there, Wejo
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is building a market place for other companies to build apps and services on top of that huge
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data set. Think apps like traffic monitoring, civil engineering and parking optimization,
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EV charging loads, mapping and navigation, and more. This is a no-brainer business for
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Palantir's platforms, which focus on exactly this type of data collection, refinement,
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and insight generation. The SPAC Wejo is merging with is Virtuoso Acquisition Corp,
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ticker symbol V O S O and will trade under the ticker symbol W E J O if that merger completes.
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Tritium is a D C F C or Direct Current Fast Charging company focused on infrastructure for
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electric vehicles. The way I see it, electric vehicles have two perceived problems today
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and they're both related to charging. First, people aren't confident that there are enough
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chargers to get them across long distances without taking major detours and second, the
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actual charging experience itself is much longer and less convenient than filling up a gas tank.
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Tritium's 350 kilowatt DC fast charger can add 20 miles of range per minute and their charging
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solution is positioned to supply all types of demand, from consumers to fleet managers
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to retail campuses to utilities. That's because their chargers have a very low footprint, allowing
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bigger electric vehicles to fit in the charging parking spots. Those chargers are also modular,
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meaning they're upgradeable over time and are very easy to service. Tritium's barriers to entry are
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their integrated software, firmware, and the data they collect per use in each location,
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as well as on things like climate and electrical grid conditions and is fed into a software
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management platform called Tritium Pulse. Tritium seems to be a direct competitor to
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Tesla's supercharger network and this aggressive focus on data seems pretty unusual for physical
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infrastructure companies, which is probably why Palantir invested in Tritium. Palantir's Foundry
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will help by managing and visualizing the data to provide insights into demand and different ways
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to use their platform. Tritium is merging with Decarbonization Plus Acqusition Corporation 2,
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ticker symbol D C R N and will trade under the ticker symbol D C F C later this year.
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Boxed is an end-to-end e-commerce platform that focuses on selling
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high-repeat essentials in bulk to businesses and individual consumers. Boxed really focuses on
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the backroaders and small towners; people who live in Rural areas with houses, buy in bulk,
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have a small-business mentality and tend to be anti-Amazon. They have a lot of room to
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grow with these kinds of households since they've penetrated less than half of one percent of that
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total addressable market. Boxed is creating one of the few omni-channel platforms that
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integrates everything from the front-end software to the automation hardware, meaning you can stand
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up an entire business only on Boxed. They do everything from the actual storefront experience,
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to business operations and supply chain, to online marketplaces and advertising,
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to in-house robotics and fulfillment. That's where their relationship with
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Palantir probably comes in – using the Foundry platform to get all of this data together
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and use machine learning to estimate store supplies and customer demands to predict
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shopping patterns and push highly effective notifications to people. I'm sure they'll also
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use it on the logistics side to optimize the use of their robots and fulfillment centers.
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Boxed is merging with Seven Oaks Acquisition Corp, ticker symbol S V O K toward the end
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of the year and I haven't found what ticker symbol they'll choose if that merger completes.
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Kredivo as a buy now pay later company in Indonesia. Square just bought Afterpay for
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almost $30 billion dollars, making it clear that buy-now-pay-later solutions are definitely a core
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part of the future of digital finance. It turns out that many emerging markets,
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including Indonesia's, have a broken financial system that makes people skip banks and go
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directly to innovative alternatives. Kredivo drives around 3% percent of ALL of Indonesia's
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e-commerce. It's the single largest credit payment channel after physical credit cards
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and has almost a 50% perent market share there for buy-now-pay-later systems. They focus on deep
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data insights to drive on-time monthly repayments and connect customers to merchants and payment
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options with low friction. Their whole flywheel relies on data to drive the customer experience
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as well as manage risk and funding lines on the supply side. Kredivo reminds me a lot of Square,
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if Square started with buy now pay later instead of as a digital wallet and point of sale
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platform for vendors. Kredivo is expanding into neobanking, including auto lones, housing loans,
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and other wealth products. My guess is Kredivo will use Palantir's platform to analyze mountains
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of consumer, vendor, and financial data to increase customer lifetime value by reducing
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application approval times, cross-selling and up-selling products and services from different
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vendors, and increasing average order values through their buy-now-pay-later offerings. I
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also think they'll use Palantir to drive down customer acquisition costs and liabilities by
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automatically determine the best dynamic interest rates, credit scores and limits, and speeding up
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the detection and resolution of fraud. If you didn't know, Palantir started from fraud detection
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techniques and technologies built at PayPal, so Palantir has deep roots in the financial services
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space. It's cool to see Palantir come full circle as an investor in the same type of company
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that its technologies started from. Kredivo is merging with Victory Park Capital, ticker
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symbol V P C B and I haven't found what ticker symbol they'll choose if that merger completes.
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AdTheorent is a data science and machine-learning platform for performance digital advertising.
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Instead of relying on basic audience segmentation and browser cookies,
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which are responsible for those annoying privacy pop-ups you get on every website today, AdTheorent
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uses hundreds non-sensitive data signals that are not tied to your identity. Instead, AdTheorent
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uses information such as what city a consumer is in and the temperature at the time they logged on,
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what type of phone and browser they're using, and so on. This means AdTheorent is focused
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on being a responsible data company, which aligns well with Palantir's core values. Besides that,
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AdTheorent uses machine learning models on these mountains of data attributes per user to optimize
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which ads to put in front of everyone in real time without ever using identity information. As a
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result, they're able to outperform other demand side platforms, or DSPs, that rely on cookies
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and audience segments by hundreds of percentage points. AdTheorent's focus on using big data and
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maintaining user privacy makes it a no-brainer for Palantir's platform, who can help it organize and
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optimize how it decides to put which ads in front of people to keep increasing their overall
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performance per dollar above their competition who still rely on things like cookies. AdTheorent is
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merging with Monroe Capital Acquisition Corp, ticker symbol M A C Q by the end of this year
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and I haven't found what ticker symbol they'll choose if that merger completes.
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Pear Therapeutics is a prescription software company. Yep, you heard me correctly. Digital
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therapeutics are a result of the convergence of technology and medicine and the apps need
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FDA approval if they're being used as a medical tool. The interesting thing about
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this convergence is the offerings can have software-like margins at therapeutic prices,
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meaning very expensive, recurring, high-margin revenues. I first covered digital therapeutics
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in my deep dive on Virtual Worlds, where we looked at augmented and virtual reality applications for
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brain surgery and exposure therapy for things like phobias and P T S D. Pear Therapeutics
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is builting a platform for app-based offerings like cognitive behavioral therapy,
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fluency training, and craving/trigger assessments with a clinician-connected telemedicine platform.
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And these offerings show REAL results. Patients are more than TWICE as likely to abstain from
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substances with the help of prescription digital therapeutics and in most cases,
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can replace an in-person therapist altogether. Not just in-person therapists, but 62%
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reduction in hospital utilization and a 20% reduction in emergency visits because these
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notifications and check-ins and progress reports can form positive feedback loops at faster rates
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than traditional, in-person care can provide and can replace the need to turn to expensive
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pharmaceutical drugs to manage symptoms. Pear currently has 14 product candidates in various
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developmental stages, ranging from psychiatric applications like substance abuse and addiction
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therapies to neurological applications like chronic pain, migraine management,
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and epilepsy. Pear Therapeutics will probably use Palantir's Foundry to analyze the mountains of
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data they generate from interactions with each app on their platform to optimize existing therapies
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and discover new use cases. Pear is merging with Thimble Point Acquisition Corp, ticker symbol T
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H M A and will trade under the ticker symbol P E A R if that completes later this year.
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Babylon Health is a digitally-native healthcare platform that leverages artificial intelligence to
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improve healthcare and lower costs. So, Babylon is a telemedicine company kind of like Teladoc
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and Livongo, where lots and lots of client data is used to proactively monitor health,
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prevent disease, and route patients to the correct professionals. I think in both cases,
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Teladoc and Babylon Health, one thing people don't appreciate is that a lot of these insights
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are made by interpreting lots of medical data like blood panels and other test results,
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so these are application-specific data pipelines and processing techniques. Babylon Health is
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taking their data pipelines and processing techniques to the next level with state of the art
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natural language processing technology to process clinical information from health records and make
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predictions on future health risks. Palantir is probably helping with the entire foundation of the
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business here; gathering, cleaning, and processing large amounts of medical and insurance and user
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interaction data to virtually connect patients to the proper solutions from across the entire
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spectrum of healthcare options. Babylon Health plans to merge with Alkuri Global Acquisition
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Corp, ticker symbol K U R I and will trade under the ticker symbol B B L N if that completes.
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Roivant is a portfolio of early-stage candidate pharmaceutical therapies that focuses on acquiring
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“trapped” projects from larger companies and developing them for narrower applications.
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Roivant is in the process of building a machine learning platform for their
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internal drug development and selection process. Roivant is heavily involved in computational drug
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development, computational physics, and machine learning for things like protein
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folding and other proteomics applications. This is probably where Roivant will leverage
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their partnership with Palantir – to speed up this process of using data to discover, develop,
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and select drugs. They have more than 40 molecules currently in development,
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have conducted eight positive phase III clinical trials in a row, two of which
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have approvals by the FDA. Roivant is merging with Montes Archimedes Acquisition Corp, ticker
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symbol M A A C and then will be trading under the ticker symbol R O I V if that merger completes.
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ARK Invest's 2021 Big Ideas Report also mentions the shift from Autologous Cell Therapies to
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Allogeneic Cell Therapies. Autologous means the cells harvested from the affected patient,
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so one treatment, one patient. Allogeneic cell therapies involve “off the shelf” or
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donated cells, meaning one donor can supply treatments to many different people.
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One risk of allogeneic therapies is that the patient's immune system can reject the donated
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cells, but the reward is being able to scale these therapies and apply them to earlier stages of
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disease, like cancer. Celularity makes novel pharmaceutical therapies from these allogeneic
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cells. They have a broad pipeline of candidate products across a wide variety of therapies.
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Look, I won't pretend to understand what Celularity does, but more and more pharmaceutical
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companies are getting into protein folding and modeling, drug simulations and discovery,
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and other specialized big-data applications. Palantir could be helping with all of the data
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aggregation and processing in their drug and therapy pipelines, allowing them to try more
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things faster and learn from their data in new ways. Celularity is already listed on the
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NASDAQ, trading under the ticker symbol C E L U. It's currently trading well below it's $10 dollar
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SPAC price, so it could be worth following up on with more research in the short term.
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Whew! We made it. Those are the twelve special purpose acqusition companies, or SPACs,
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that Palantir has invested in. Here's a quick note about SPACs since I get this question a lot.
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Special purpose acquisition companies basically exist to raise money and buy another company.
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They don't do anything on their own. SPACs usually have two years to complete the acquisition or
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they have to return all the money to their shareholders. The SPAC is publicly traded,
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so when they choose a private company to acquire, their ticker gets associated with
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that company. That's the first ticker I shared in each of these 12 cases. Then,
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when the two companies formally merge, the private company that got acquiried is now publicly traded
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and usually changes its ticker to reflect its brand. That's the second ticker. If you
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hold the shares of the SPAC through the merger, your shares automatically convert from the SPAC
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to the company it merged with. It can take a couple days but you don't have to do anything.
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Besides all of these companies being SPACs, here are the things I think they have in common: All of
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these companies are built to scale very quickly. The companies that are making a physical product,
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like Sarcos Robotics and Fast Radius and Lilium, all have very modular designs with very low part
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counts compared to their competitors, meaning a small tweak can have a big impact on their
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overall performance. Their products can also be used in a wide variety of industries.
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Every company on this list is built from the ground up with data in mind,
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even if they're operating in markets where data is usually secondary to the actual product,
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like automotive in the case of Wejo and infrastructure in the case of Tritium.
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ALL of these companies are providing Palantir with unique use cases and data sets which they
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can learn from to provide new capabilities and models and support for future companies
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down the road. Think about the wide variety of data sets and markets and end-user data
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these companies are providing: robotics, air taxis, electric vehicle chargers, e-commerce,
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digital banking, advertisement, genomics, prescription software, and more. Think about
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how much easier it will be for Palantir to add value to the next robotics company,
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the next e-commerce company, and the next genomics company. My guess is they're going to
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keep picking companies that offer them the most insight into new use cases in the future, like
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augmented and virtual reality, the metaverse, and maybe even blockchain technology.
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I think my favorite is Kredivo, the Indonesian Fintech company. In the past, I made an episode
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about how digitally native finance apps are going to disrupt traditional banks with lots
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of physical branches and infrastucture because apps have significantly less customer acquisition
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costs. If you're interested in learning about how Fintech is going to disrupt legacy banks,
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check out my episode on that. I'll leave it in the top right hand corner of your screen
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right now and in the description below as well. Kredivo is really focused on
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maximizing their average customer lifetime value and minimizing that customer acqusition cost from
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the beginning and I think that's something Palantir can REALLY help them do. IF,
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and I'm emphasizing IF, Kredivo can use Palantir to really move the needle on those two metrics,
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I think they could be the Square of Southeast Asia. That's a big deal.
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I think the biggest moonshot on this list Fast Radius. If they can really change the face
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of manufacturing, design, and the supply chain with their Cloud Manufacturing Platform and 3D
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printing Microfactories, we could see a LOT of new industries and businesses popping up because
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of it. I'm a huge sucker for 3D printing and a company like Fast Radius could be the key to
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making that entire sector mainstream. Leave me a comment or tweet me at Ticker Symbol YOU with your
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favorite company that Palantir has invested in and why. Is there one that excites you the most or
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one you think will be far more profitable than the rest? I'm excited to hear your thoughts. Either
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way, I hope this episode and the crazy amount of resources I've provided in the description below
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helped you understand the companies Palantir is investing in, the challenges they're addressing,
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and how Palantir's Foundry platform is helping these companies scale fast while providing
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Palantir with valuable insights into how to build more capabilities for future companies.
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If it did, consider investing in the like button and subscribing to the channel with
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all notifications turned on. That's a great way to invest in the channel that invests in you.
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Until next time, this is ticker symbol you, my name is Alex, reminding you,
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that the best investment you can make, is in you.