Trading Strategies: Investing Wisdom in AI!

Hello everyone! Today i want to share some trading strategies with you!

1.

Those calling $Palantir Technologies Inc.(PLTR)$ overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20.

Yes, it’s expensive by conventional standards -- but did you see them guide for 31% growth in FY25 when the Street expected 26%?

AI is just getting started & while no one knows the ceiling, one thing is clear: PLTR will be the operating system powering it.

Image

2.

To clarify, I’m not saying $Snowflake(SNOW)$ deserves or will necessarily reach $615 in the near term. My point was to outline a realistic path for how that could happen if Snowflake cements itself as a Stage 2 AI winner.

Right now, we have:

• $Palantir Technologies Inc.(PLTR)$ : The "Operating System of AI" (28% topline growth & 32% FCF margins -- trading at 151x FCF).

• $Cloudflare, Inc.(NET)$ : The "Controller of the New Internet" (26% topline growth & 11% FCF margins -- trading at 173x FCF).

• $Snowflake(SNOW)$ : Growing topline at 26% with 26% FCF margins -- yet trading at just 42x FCF.

A re-rating similar to Palantir or Cloudflare wouldn’t make a $600+ price target absurd. When I went on Fox Business and mentioned Snowflake hitting $300 by 2026-- this framework was part of my rationale.

Follow me to learn more about analysis!!

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/07513b233f3d95d1999d418c39bb3a5f","width":"900","height":"571"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/07513b233f3d95d1999d418c39bb3a5f","width":"900","height":"571"}],"title":"Trading Strategies: Investing Wisdom in AI!","html":"<html><head></head><body><p>Hello everyone! Today i want to share some trading strategies with you!</p><p></p><p>1.</p><p>Those calling  <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>  overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20. </p><p>Yes, it’s expensive by conventional standards -- but did you see them guide for 31% growth in FY25 when the Street expected 26%? </p><p>AI is just getting started &amp; while no one knows the ceiling, one thing is clear: PLTR will be the operating system powering it.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/07513b233f3d95d1999d418c39bb3a5f\" tg-width=\"900\" tg-height=\"571\"><span>Image</span></p><p></p><p>2.</p><p>To clarify, I’m not saying  <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> deserves or will necessarily reach $615 in the near term. My point was to outline a realistic path for how that could happen if Snowflake cements itself as a Stage 2 AI winner.</p><p>Right now, we have:</p><p>•  <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> : The \"Operating System of AI\" (28% topline growth &amp; 32% FCF margins -- trading at 151x FCF).</p><p>•  <a data-mention-id=\"NET\" class=\"teditor-mention\" data-mention-name=\"Cloudflare, Inc.\" href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> : The \"Controller of the New Internet\" (26% topline growth &amp; 11% FCF margins -- trading at 173x FCF).</p><p>•  <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> : Growing topline at 26% with 26% FCF margins -- yet trading at just 42x FCF.</p><p>A re-rating similar to Palantir or Cloudflare wouldn’t make a $600+ price target absurd. When I went on Fox Business and mentioned Snowflake hitting $300 by 2026-- this framework was part of my rationale.</p><p></p><p><em>Follow me to learn more about analysis!!</em></p></body></html>","htmlText":"<html><head></head><body><p>Hello everyone! Today i want to share some trading strategies with you!</p><p></p><p>1.</p><p>Those calling  <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>  overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20. </p><p>Yes, it’s expensive by conventional standards -- but did you see them guide for 31% growth in FY25 when the Street expected 26%? </p><p>AI is just getting started &amp; while no one knows the ceiling, one thing is clear: PLTR will be the operating system powering it.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/07513b233f3d95d1999d418c39bb3a5f\" tg-width=\"900\" tg-height=\"571\"><span>Image</span></p><p></p><p>2.</p><p>To clarify, I’m not saying  <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> deserves or will necessarily reach $615 in the near term. My point was to outline a realistic path for how that could happen if Snowflake cements itself as a Stage 2 AI winner.</p><p>Right now, we have:</p><p>•  <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> : The \"Operating System of AI\" (28% topline growth &amp; 32% FCF margins -- trading at 151x FCF).</p><p>•  <a data-mention-id=\"NET\" class=\"teditor-mention\" data-mention-name=\"Cloudflare, Inc.\" href=\"https://ttm.financial/S/NET\">$Cloudflare, Inc.(NET)$</a> : The \"Controller of the New Internet\" (26% topline growth &amp; 11% FCF margins -- trading at 173x FCF).</p><p>•  <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> : Growing topline at 26% with 26% FCF margins -- yet trading at just 42x FCF.</p><p>A re-rating similar to Palantir or Cloudflare wouldn’t make a $600+ price target absurd. When I went on Fox Business and mentioned Snowflake hitting $300 by 2026-- this framework was part of my rationale.</p><p></p><p><em>Follow me to learn more about analysis!!</em></p></body></html>","text":"Hello everyone! Today i want to share some trading strategies with you! 1. Those calling $Palantir Technologies Inc.(PLTR)$ overvalued at $100 based on traditional metrics are the same ones who complained about its valuation at $20. Yes, it’s expensive by conventional standards -- but did you see them guide for 31% growth in FY25 when the Street expected 26%? AI is just getting started & while no one knows the ceiling, one thing is clear: PLTR will be the operating system powering it. Image 2. To clarify, I’m not saying $Snowflake(SNOW)$ deserves or will necessarily reach $615 in the near term. My point was to outline a realistic path for how that could happen if Snowflake cements itself as a Stage 2 AI winner. Right now, we have: • $Palantir Technologies Inc.(PLTR)$ : The \"Operating System of AI\" (28% topline growth & 32% FCF margins -- trading at 151x FCF). • $Cloudflare, Inc.(NET)$ : The \"Controller of the New Internet\" (26% topline growth & 11% FCF margins -- trading at 173x FCF). • $Snowflake(SNOW)$ : Growing topline at 26% with 26% FCF margins -- yet trading at just 42x FCF. A re-rating similar to Palantir or Cloudflare wouldn’t make a $600+ price target absurd. When I went on Fox Business and mentioned Snowflake hitting $300 by 2026-- this framework was part of my rationale. 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