Dafasod
:
Isn’t it a government service company? The products are not hard core. The TAM is limited...Look at other government service firms like ManTech / Leidos / CACI. They all have good “products” but in the end are service firms...It’s very different than Palantir...That’s my personal view
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
Dafasod : Isn’t it a government service company? The products are not hard core. The TAM is limited...Look at other government service firms like ManTech / Leidos / CACI. They all have good “products” but in the end are service firms...It’s very different than Palantir...That’s my personal view
Huat Pooh : guess it's a joke