Apr. 19 at 5:25 PM
$PLTR Palantir’s IR team put this out yesterday. (This isn’t announcing the winner for the larger
$20 billion deal, yet, of which PLTR is still in the running and one of three finalists, but instead announcing that PLTR just recently received a separate FAA contract focusing on modernization)
This is huge - some degree of FAA integration prior to the finalist being chosen helps PLTR’s odds of winning the larger contract at hand significantly, I’d argue - also take into account that one of the three names being considered for the larger (
$20B ish) contract, Thales, is European based - and with everything geopolitical that’s been going on recently, I’d wager that those in charge would prefer it be an American company that receives the contract - given the importance/national security concerns potentially associated with US airspace/the FAA more specifically.
$SPY $QQQ $THALES.X
