Daily Alpha · Reddit
· Premarket Alpha · by Buzzberg Research
The strongest Reddit material contrasted option-income smoothness with selection risk and raised a reported challenge to Palantir's contract dominance.
Themes on this desk
Wheel strategy trade-off
A backtest found index wheeling reduced drawdowns but lagged buy-and-hold, while NVDA wheeling delivered much higher historical CAGR with acknowledged survivorship bias.
Highest engagement
by score · day changeAir Space Intelligence (ASI) winning contracts over Palantir
Palantir reportedly lost a significant contract to Air Space Intelligence (ASI), a startup building similar AI-driven operational decision-making tools for the US Air Force and National Grid.
Air Space Intelligence (ASI), a privately held, venture-backed startup, won the contract, beating out Palantir.
Challenges the narrative of Palantir's dominance in government and infrastructure AI, suggesting potential market share erosion.
Watch Monitor future contract awards and client retention for Palantir versus emerging competitors like ASI.
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