$Palantir Technologies Inc.(PLTR)$ This includes the revenue and earnings, already at 175. Some were scared off and missed out on one of the best. With what they have, I tend to think they can achieve 10x growth in revenue over time. Not many companies can do that.
$Palantir Technologies Inc.(PLTR)$ To address Paisley's point, I thought I'd share my perspective. Looking at recent filings, several Palantir insiders, including CEO Alex Karp, executives like Shyam Sankar and Ryan Taylor, and directors such as Stephen Cohen, David Glazer, Lauren Stat, and Alexander Moore, have filed Form 144 notices for planned stock sales. Over the past period, these insiders have sold relatively modest amounts of shares — generally in the tens of thousands — with gross proceeds ranging from a few hundred thousand dollars to several million. Regarding the planned sales, some filings are larger. For instance, Karp has a planned sale of over 400,000 shares, and Cohen over 327,000 shares. However, even the largest planned sal
There is a lot more risk of a $Palantir Technologies Inc.(PLTR)$ earnings melt up at $140 than at $200, where the gurus shorted it. That short thesis is looking less and less attractive.
$NVIDIA(NVDA)$ is producing tools for the major players, such as $Medifirst Solutions Inc.(MFST)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOG)$ , and others. These companies are taking on debt while mining AI in a crowded space. Their platforms will have to compete with one another, which could reduce their revenue. Does that not make sense? Meanwhile, $NVIDIA(NVDA)$ has no debt and a substantial amount of money.
Rumors about MI450 delays: Recent reports suggested $Advanced Micro Devices(AMD)$ ’s MI450-series AI accelerators might be delayed. However, analysts including those at Wells Fargo countered this, indicating development of these 2nm chips remains on track.
$NVIDIA(NVDA)$ I love how Jensen stated they are keeping any future China sales out of guidance. He said, "that will just be a nice bonus." You are the man, Jensen.
$NVIDIA(NVDA)$ The stock market serves as a remarkably efficient mechanism for transferring wealth from the impatient to the patient. —Warren Buffett I remain long and strong on NVDA.
Congress needs to be careful about which voices to follow on AI and China. Matt Pottinger’s hardline stance sounds reliable, but his credibility requires verification before accepting his views on AI chip exports to China. The individual has ties to $Alibaba(BABA)$ , a competitor of $NVIDIA(NVDA)$ in China. These companies might be paying Matt to push for a full ban, redirecting China’s AI demand to them instead of NVDA. China’s market demand is well-known. I hope Congress sees through such tactics and focuses on generating revenue for the US rather than China.
$NVIDIA(NVDA)$ dominates the data center GPU space, with a staggering 92% market share, per IoT Analytics. Plus, its persistent exponential progress, competitive edges in hardware and software, and culture and leadership... no competition comes close.
$Wells Fargo(WFC)$ has named $Advanced Micro Devices(AMD)$ its top stock pick, citing significant upside potential driven by continued leadership in CPUs, growing data center AI market share, and a strong product roadmap, with analysts forecasting substantial earnings growth and market share gains against NVDA. The upgrade and positive outlook sent $Advanced Micro Devices(AMD)$ 's stock soaring, fueled by expectations for insatiable demand in the AI chip market.
The market has experienced some volatility, but there is no doubt we are heading in the right direction and near the highs. What stands out is how global events validate what $Palantir Technologies Inc.(PLTR)$ does. The removal of Maduro was executed with precision, coordination, and intelligence dominance, not by accident. While it may never be publicly confirmed, it is hard to imagine such a complex operation without $Palantir Technologies Inc.(PLTR)$ tools playing a major role. This is exactly what $Palantir Technologies Inc.(PLTR)$ is designed for: connecting disparate data, enabling real-time decision making, and executing missions with nea
$NVIDIA(NVDA)$ was near the $170 low point amid tense market conditions. Unexpectedly, $NVIDIA(NVDA)$ started rising, gaining momentum over two consecutive days. This rebound brought hope to those affected by market fluctuations. $NVIDIA(NVDA)$ climbed steadily, reaching $190 to everyone's surprise. A positive spirit encouraged belief in the vision and banished doubt.