US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dell-technologies-inc" target="_blank" data-smartkarma-citation="entities:32189:1" rel="noopener">Dell Technologies (DELL US)</a> is the main candidate for addition-transition with uncertainty arising from the 'Multiple Share Classes' criterion. Forecasted demand is ~$7bn and ~4 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/williams-sonoma-inc" target="_blank" data-smartkarma-citation="entities:11383:1" rel="noopener">Williams Sonoma (WSM US)</a> is one of the top candidates for addition-migration with uncertainty due to the migrations' inconsistent market cap selection pattern. Forecasted demand is $840m and ~2.6 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/american-airlines-group-inc" target="_blank" data-smartkarma-citation="entities:3663:1" rel="noopener">American Airlines Group (AAL US)</a> is one of the main candidates for deletion with uncertainty due to price hence ranking fluctuations until cut-off. Forecasted supply is $290m and ~0.8 ADV.</li>
</ul>



Dell Technologies (DELL US) is the main candidate for addition-transition with uncertainty arising from the 'Multiple Share Classes' criterion. Forecasted demand is ~$7bn and ~4 ADV.

Williams Sonoma (WSM US) is one of the top candidates for addition-migration with uncertainty due to the migrations' inconsistent market cap selection pattern. Forecasted demand is $840m and ~2.6 ADV.

American Airlines Group (AAL US) is one of the main candidates for deletion with uncertainty due to price hence ranking fluctuations until cut-off. Forecasted supply is $290m and ~0.8 ADV.


S&P 500 September Forecasts: Saved by the Dell?

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

Palantir Technologies  / Equity Bottom-Up

<ul>
<li>
The Trust Deficit: Alex Karp reveals that enterprise and battlefield clients are furious with frontier AI labs over severe data caching, intellectual property theft, and a total loss of trust.</li>
<li>
The Sovereign Solution: Palantir's new partnership with NVIDIA focuses on giving technical customers absolute control over their own compute, data stacks, model weights, and business alpha.</li>
<li>
The Application Layer Moat: Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking the transfer of proprietary corporate secrets.</li>
</ul>



The Trust Deficit: Alex Karp reveals that enterprise and battlefield clients are furious with frontier AI labs over severe data caching, intellectual property theft, and a total loss of trust.

The Sovereign Solution: Palantir's new partnership with NVIDIA focuses on giving technical customers absolute control over their own compute, data stacks, model weights, and business alpha.

The Application Layer Moat: Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking the transfer of proprietary corporate secrets.


Palantir CEO Alex Karp Declares War On Anthropic, OpenAI

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Thematic (Sector/Industry)

<ul>
<li>Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches that are increasing in number and sophistication.  US cybersecurity firms have rallied since the Mythos breach.</li>
<li>
<a href="https://www.smartkarma.com/entities/trend-micro-inc" target="_blank" data-smartkarma-citation="entities:13172:1" rel="noopener">Trend Micro Inc (4704 JP)</a> and <a href="https://www.smartkarma.com/entities/digital-arts-inc" target="_blank" data-smartkarma-citation="entities:2846:1" rel="noopener">Digital Arts (2326 JP)</a> have returns above WACC, while <a href="https://www.smartkarma.com/entities/ahnlab-inc" target="_blank" data-smartkarma-citation="entities:19824:1" rel="noopener">Ahnlab Inc (053800 KS)</a> and <a href="https://www.smartkarma.com/entities/systex-corp" target="_blank" data-smartkarma-citation="entities:19814:1" rel="noopener">Systex Corp (6214 TT) shares have recently advanced.</a>
</li>
<li>Since 2023, China has implemented AI safety measures, progressively shifting from controlling content and labor market impacts to ensuring reliability, preventing loss of model control, and ensuring human autonomy.  </li>
</ul>


Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches that are increasing in number and sophistication.  US cybersecurity firms have rallied since the Mythos breach.

Trend Micro Inc (4704 JP) and Digital Arts (2326 JP) have returns above WACC, while Ahnlab Inc (053800 KS) and Systex Corp (6214 TT) shares have recently advanced.

Since 2023, China has implemented AI safety measures, progressively shifting from controlling content and labor market impacts to ensuring reliability, preventing loss of model control, and ensuring human autonomy.  


ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially, supported by significant momentum in both commercial and government markets.</li><li>The company’s U.S. business was the central driver, growing 104% year over year and 19% sequentially, while U.S. commercial revenue increased 133% year over year and U.S. government revenue rose 84%.</li><li>This suggests that demand for Palantir Technologies’ AI platform remains unusually strong across enterprise and public-sector use cases, especially where customers require governed, auditable and operationally embedded AI rather than standalone model access.</li></ul>

Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially, supported by significant momentum in both commercial and government markets.The company’s U.S. business was the central driver, growing 104% year over year and 19% sequentially, while U.S. commercial revenue increased 133% year over year and U.S. government revenue rose 84%.This suggests that demand for Palantir Technologies’ AI platform remains unusually strong across enterprise and public-sector use cases, especially where customers require governed, auditable and operationally embedded AI rather than standalone model access.

Palantir Technologies: The $7.656 Billion Outlook Raises The Growth Durability Bar!

<ul>
<li>Palantir reported Q1 2026  revenue growth of 85% year-over-year to $1.633 billion. U.S. revenue crossed $1 billion for the first time and grew 104% year-over-year.</li>
<li>New FY 2026 guidance: $7.650-$7.662 billion, or 71% growth. That is 10 percentage points above what they guided just one quarter ago.</li>
<li>Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK Hynix</li>
</ul>


Palantir reported Q1 2026  revenue growth of 85% year-over-year to $1.633 billion. U.S. revenue crossed $1 billion for the first time and grew 104% year-over-year.
New FY 2026 guidance: $7.650-$7.662 billion, or 71% growth. That is 10 percentage points above what they guided just one quarter ago.
Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK Hynix


Palantir Q1 2026. Rewriting The Rule Of 40

United States

Palantir Technologies Inc. develops software to analyze information. The Company offers solutions support many kinds of data including structured, unstructured, relational, temporal, and geospatial. Palantir Technologies serves customers worldwide.

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Palantir Technologies (PLTR US)

S&P 500 September Forecasts: Saved by the Dell?

Dell Technologies is the biggest candidate for inclusion in the S&P 500 with forecasted demand of ~$7bn and ~4 days of volume. Uncertainty arises...

Dimitris Ioannidis

Palantir CEO Alex Karp Declares War On Anthropic, OpenAI

Mr. Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking...

William Keating

ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!

Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...

David Mudd

Palantir Technologies: The $7.656 Billion Outlook Raises The Growth Durability Bar!

Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially,...

Baptista Research

Palantir Q1 2026. Rewriting The Rule Of 40

Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies:...

William Keating

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52-week Range

Market Cap (USDm)

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S&P 500 September Forecasts: Saved by the Dell?

​Dell Technologies is the biggest candidate for inclusion in the S&P 500 with forecasted demand of ~$7bn and ~4 days of volume. Uncertainty arises...

Dimitris Ioannidis

Palantir CEO Alex Karp Declares War On Anthropic, OpenAI

Mr. Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking...

William Keating

ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!

Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...

David Mudd

Palantir Technologies: The $7.656 Billion Outlook Raises The Growth Durability Bar!

Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially,...

Baptista Research

Palantir Q1 2026. Rewriting The Rule Of 40

Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies:...

William Keating

Dell Technologies is the biggest candidate for inclusion in the S&P 500 with forecasted demand of ~$7bn and ~4 days of volume. Uncertainty arises...