We published an overview of the Palantir (PLTR) basics already so see Parsing Palantir - Part I for that if you want more background.

With the direct listing coming today (Wednesday, September 30th) it's time to circle the wagons and look at the facets of the company and the stock and develop a feel for where the pricing may settle out.

Snowflake (SNOW) is also in the "data" space and came public in a resoundingly hot deal. Snowflake is the epitome of a Silicon . . .

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