$Palantir Technologies Inc.(PLTR)$Palantir(PLTR) has surged again. The logic of low-cost inference for large models is the greatest benefit for service providers. Lower costs mean higher profit expectations. Whether it is through model pathways or direct base updates, both are viable, expanding the range of choices. For enterprises with business data, this event is definitely a watershed moment. Back in China, FourthParadigm(06682) was one of the early starters on the enterprise side. Dr. Dai is also a veteran data expert from Baidu. So, even if the company is not particularly strong in AI research, it is definitely proficient in data organization, collection, and labeling. In the next stage, the AI + application era wil
$NVIDIA(NVDA)$Nvidia will still reach new highs because its moat is wide and deep, formed by more than a decade of accumulation. Even Intel cannot trample on it and is instead heading towards decline. This is one perspective to observe. The probability of AMD's one-trick pony to reverse its fate, based on the principles of mechanism, talent, and environment, is not high.
$POP MART(09992)$ The recently released film "Nezha: The Devil Child Raises the Sea" has been a box office hit, and related figurine products are in short supply. The company is urgently adjusting production plans to restock. Seizing this opportunity, my short-term trade yielded substantial profits—so happy!
$Palantir Technologies Inc.(PLTR)$Palantir is enjoying an irreversible lead in AI, along its initial trajectory of AIP. Analysts are adjusting their price targets higher. Hey skcots.picker, so what nose picker! That doesn’t make him like any of them as you insinuate. Insinuate is a four syllable word. I don’t know if you have the capacity to understand anything above two syllables!
$NVIDIA(NVDA)$Who would have thought that DeepSeek would pave the way for AI to be applied on a smaller scale using less power to a now massively bigger market? Chips will be in massive demand for the next three years easily. It cost us 25 bucks a share in one day. Probably be a month before we recoup the loss. Unless something else happens.
$Palantir Technologies Inc.(PLTR)$As expected, tech stocks have surged significantly. I casually looked up several platform companies in the US stock market, and the numbers are really eye-catching. VMware had a revenue of $12.8 billion in 2022 before being acquired by Broadcom, which valued the company at $69 billion. EQIX has a revenue of $8.2 billion and a profit of $1 billion, with a market value of $89 billion. ServiceNow has a revenue of $11 billion and a profit of $1.4 billion, with a market value of $208.4 billion. PLTR has a revenue of $2.9 billion and a profit of $460 million, with a market value of $236.5 billion (I couldn't believe my eyes when I saw this number and checked it three times before writing it do
$NVIDIA(NVDA)$Large models running on mid-to-low-end cards with optimized algorithms can also achieve results comparable to GPT. So, is there no need for high-end computing power? Why don't the opposing large models optimize their algorithms as well? Even with high-end cards, wouldn't they still be ahead by an order of magnitude? Isn't the most critical factor still high-end computing power?
$Palantir Technologies Inc.(PLTR)$A "big data analytics company" in the AI sector with a growth rate of 36% is already trading at a PS multiple of 59. Although its commercial contract growth appears to be very rapid, almost doubling, hasn't the stock price already priced in the growth since the last earnings report? With $1.7B in commercial contracts on hand, that means the sales for half a year can be absorbed. It's not that much. The stock price was at $48 after the last earnings report, and then it rose by 73% again after this earnings report!
$NVIDIA(NVDA)$The essence of the decline is that ds bypasses the CUDA architecture and can be compatible with other GPUs. Without the moat of CUDA, NVIDIA has to compete fiercely with all GPU manufacturers, and its high profit margins will be gone. That's why AMD was the first to come out in support of ds.
$Palantir Technologies Inc.(PLTR)$Palantir's financial report is expected to be impressive, and it should be able to secure a lot of contracts. Business intelligence equals efficiency, and AI is key to making decisions efficiently. I am confident in my prediction for Palantir(PLTR). As for the profitable defense sector, it's even more remarkable. It could surpass Lockheed Martin.