Thank you to Jensen, he's steered the ship pretty well since he founded the company.NVDA!nice pop after hours on a very nice ER - thanks, AI
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Thank you to Jensen, he's steered the ship pretty well since he founded the company.NVDA!nice pop after hours on a very nice ER - thanks, AI
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Scared money don’t make no money.<concern_troll has entered the chat>
i'm tempted to buy some more but never sure if the ship has sailed or not (not just PLTR, any rising stock).
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PLTR Stock Alert: Palantir Lands New Contract With U.S. Special Ops
Palantir Technologies (PLTR) stock is a hot topic among traders on Monday after securing a new $463 million contract with USSOCOM.investorplace.com
This has been my stance on the company as well since day 1. This guy gets/nails it imo 100%
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Why Palantir Stock Remains My Top Holding (NYSE:PLTR)
Palantir is a high-quality monopolistic-style tech company with remarkable long-term revenue growth and profitability potential. See why we rate PLTR stock a buy.seekingalpha.com
We're In The Midst Of A Market Melt-up
“It’s just Wall Street slang, essentially, for a market that won’t go down, even if there are headlines that mean it should,” clarified Tom Essaye, Sevens Report Research Founder and President.
Where the melting comes in, Essaye explained, is the spreading nature of the rally. It keeps going, pulling in more stocks and eventually pulling in more investors who may have been reluctant to chase it. Witness the range-bound S&P 500 that broke out on Friday, and ended yesterday with a 20% rally from mid-October's low. Folks, we've entered a new bull market.
Keep an eye on which stocks are participating. The bulk of gains this year has been thanks to a handful of large-cap tech stocks, driven by AI enthusiasm. Thursday and Friday's boost was more broad-based, as evidenced by a ratio of the S&P 500 to the S&P 500 Equal-Weight Index.
The longer the overall rise persists, the more difficult it is to ignore. “If you’re underweight, you gotta be waking up today feeling nervous. Because this thing has momentum in the near term, and you’re missing it,” Essaye told Yahoo Finance. Essentially, the FOMO crowd may start coming out of the woodwork to chase the rally.
Now all they need is products that justify the valuation.NVIDIA up again. Closing on trillion dollar mark.
All I know is whoever called 3800 and 4200 as wicked important for the Spf 500 was dead on, so now until I heard diff all I care bout is >= 4200. Don’t own much anymore that ain’t tech tbh and it’s been showing big time latelyi'm tempted to buy some more but never sure if the ship has sailed or not (not just PLTR, any rising stock).
in other news, the S&P is now up 20% over it's low of last October, which meets the definition of a bull market. who knows how for how long?the psychology at work here is interesting:
If I understand you correctly I’m going to disagree. It’s not about already being in the circle of trust(?) it’s about being the one you can trust the most with your data ie Palantir.calling something an apple is something else but circle of trust contracts are plentiful and for the taking.
true dat. a lot can happen along the way.calling something an apple is something else but circle of trust contracts are plentiful and for the taking.
Palantir generated 45% of its revenue from its government clients in its most recent quarter. That business might initially seem rock-solid since Palantir established a first-mover advantage across the U.S. government, but it could actually be derailed by internally developed platforms across those agencies.
For example, Immigration and Customs Enforcement (ICE) has reportedly been developing its own data mining platform, RAVEn, to replace FALCON, the agency's customized version of Palantir Gotham. If other government agencies follow ICE's example over the next few years, Palantir's government business could gradually crumble.
Like so many civilians will want their sh!t it don’t matter. At the recent customer demo the auto company guy said Palantir gonna let them know everything about every car bro. You name it. How many are being built rn, where are they going how and how long it is taking for them to get there , how many sold this month, where, for how much, what incentives were applied, what’s sitting on dealers lots not selling, where, for how long, what model and color and options sold the most last month etc and all instantaneous to credentialed users anywhere using natural language queriestrue dat. a lot can happen along the way.
by circle of trust, i just mean they're already in the good ole boys club of govt money and trusted secrets. they have brand recognition within the sector, and (imo) when it comes to reviewing gov't bids, this goes quite a long way when going into a sole source provider or prime contractor.Its
If I understand you correctly I’m going to disagree. It’s not about already being in the circle of trust(?) it’s about being the one you can trust the most with your data ie Palantir.
As far as being another Apple?
Palantir CEO Alex Karp on AI: 'We're Going to Take the Whole Market'
Me on Palantir CEO Alex Karp
View attachment 155783
What I meant by another Apple is all I know is there ain’t nothing out there that has the same limitless growth potential imo,by circle of trust, i just mean they're already in the good ole boys club of govt money and trusted secrets. they have brand recognition within the sector, and (imo) when it comes to reviewing gov't bids, this goes quite a long way when going into a sole source provider or prime contractor.
i think a better example of similarities wouldn't be apple but instead to microsoft or amazon, who go after big dod awards (e.g. JEDI).
apple on the other hand are high margin design-first consumer hardware with a closed ecosystem of services. not sure if apple are running their own datacenters by now, i recall they were customers of one of the big 3 (amazon, google, microsoft) for some of their backend because they "needed it to work".
"AAPL needs to buy DIS to drive adoption of Vision Pro," she wrote in a note published on Tuesday. "The fact that DIS CEO Bob Iger was on stage touting AAPL's Vision Pro goggles demonstrates the compelling strategic fit between DIS's content and AAPL's wearable technology."
. . . . And they’re hiring