$Palantir Technologies Inc.(PLTR)$
Recently, a Chinese startup has demonstrated remarkable advancements, signaling a rapid catch-up with American tech giants. It appears that the U.S. is now in a competitive 'AI race' with China. The new administration's 'America First' agenda is underscored by an executive order on AI and a significant $500 billion investment in the Stargate infrastructure project. In this context, Palantir Technologies is poised for accelerated growth. Investors should anticipate an imminent hike in price targets, which may surprise some but will be expected by others, based on recent developments.
Furthermore, Palantir is drawing comparisons to industry giants like Oracle and ServiceNow. The company is being recognized for its advancements in Artificial General Intelligence (AGI), AI agents and agentics. Critics who argue that the share price is too high are overlooking the broader picture; in reality, the shares are quite undervalued today. Palantir may very well experience a phenomenon similar to NVDA, where initial perceptions of high stock prices are soon contradicted by technological advancements that make them seem inexpensive in hindsight.
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