Palantir Hits $70: Is It the Next AI Multibagger?

On December 3rd, Palantir Technologies announced a new government security designation, allowing it to handle sensitive US government workloads in its cloud offering. Following the news, Palantir jumps 7% and hits new high of $71. ------------------- Is it the next AI multibagger? Will you hold Palantir for long term?

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2025-04-21

📊 Key Financial Highlights – Q3 Fiscal Year 2025:

‌$APPLIED DIGITAL CORP(APLD)$  â€Œ 📊 Key Financial Highlights – Q3 Fiscal Year 2025 (Ended February 28, 2025) 🟦 Revenue Total Revenue: $52.9 million Growth: +22% YoY (vs. $43.3M in Q3 FY2024)​ ​ Segment Breakdown: Cloud Services: $17.8 million ↑ 220% YoY (from $5.6M) ↓ Sequentially from Q2 FY2025 ($27.7M) due to technical issues & contract model shift Data Center Hosting: $35.2 million ↓ 7% YoY (from $37.8M) HPC Hosting: Revenue not yet recognized (Ellendale build-out still underway) 🟥 Profitability GAAP Net Loss Attributable to Common Stockholders: Q3 FY2025: $36.1 million or $0.16/share Q3 FY2024: $62.8 million or $0.52/share Adjusted Net Loss (Non-GAAP): $17.8 million or $0.08/share Adjusted EBITDA: $10.0 million profit Compared to ($1.
📊 Key Financial Highlights – Q3 Fiscal Year 2025:
avatarGehlot
2025-04-21

SWOT analysis of Applied Digital Corporation (APLD):

‌$APPLIED DIGITAL CORP(APLD)$  â€Œ SWOT analysis of Applied Digital Corporation (APLD), synthesized from the Q3 FY2025 Earnings Report and the 10-Q SEC filing: 🔷 Strengths 1. Revenue Growth and Business Diversification Total revenue for Q3 FY2025 reached $52.9M, a 22% YoY increase, reflecting the company's growing market footprint​. Diversified across three business segments: Cloud Services: $17.8M revenue (+220% YoY) Data Center Hosting: $35.2M High-Performance Compute (HPC) Hosting: Under development, strategic long-term bet 2. Strategic Financial Partnerships Secured $375M in financing from Sumitomo Mitsui Banking Corporation (SMBC) to support the Ellendale HPC campus​. Macquarie Asset Management signed on to invest up to $5B, underlining i
SWOT analysis of Applied Digital Corporation (APLD):
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2025-04-10

Chip Titans Clash: NVIDIA vs. Qualcomm - Which Stock Beckons

‌$NVIDIA(NVDA)$  â€Œâ€Œ$Qualcomm(QCOM)$  â€Œ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev
Chip Titans Clash: NVIDIA vs. Qualcomm - Which Stock Beckons
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2025-04-27

BigBear.ai Stock Jumps on Deal to Supply AI Platform:

‌$BigBear.ai Holdings(BBAI)$  â€Œ BigBear.ai Stock Jumps on Deal to Supply AI Platform to Shipbuilder Austal USA: On Friday, April 25, 2025, BigBear.ai (BBAI) saw its stock price rise by 11% to $3.23 by 10:37 a.m. Eastern Time. This increase followed the company's announcement of a deal to supply its AI-powered manufacturing platform, Shipyard AI, to Austal USA. Shipyard AI will be implemented at Austal USA's facility in Mobile, Alabama, as part of a modernization effort. Austal USA is a major shipbuilder in the U.S. and supplies submarine modules to the U.S. Navy. BigBear.ai's Shipyard AI aims to improve efficiency in shipbuilding by optimizing the use of labor and real estate, with the goals of streamlining capacity planning and reducing prod
BigBear.ai Stock Jumps on Deal to Supply AI Platform:
avatarGehlot
2025-04-02

Trumps 25% Auto Tariff Announcement & Industry Impact:

‌$Tesla Motors(TSLA)$  â€Œ Tesla's Resilience Amid Auto Tariffs: A Market Winner or Global Challenger? On Wednesday, President Trump announced a 25% tariff on auto imports to the United States. The tariffs apply to: All cars and light trucks manufactured outside the U.S. Certain auto parts This announcement triggered a negative reaction across the global automaker industry, with analysts raising concerns about: A major slowdown in U.S. car production Significant price increases for new cars, adding thousands of dollars to costs Earnings losses for automakers, especially those reliant on foreign manufacturing. Tesla as a Likely Winner Amid Auto Tariff Disruptions: Tesla is positioned as a beneficiary of the tariff policy due to its domestic man
Trumps 25% Auto Tariff Announcement & Industry Impact:
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2025-04-02

APLD: Capitalizing on the Future of Digital Infrastructure:

‌$APPLIED DIGITAL CORP(APLD)$  â€Œ APLD: Capitalizing on the Future of Digital Infrastructure - A Significant Growth Opportunity: Applied Digital is a company that develops and operates next-generation digital infrastructure, focusing on three core business segments: Blockchain data center hosting. Cloud services: High-performance computing (HPC) data center hosting With exposure to high-growth sectors such as AI, cryptocurrency, and cloud computing, the company is experiencing strong revenue growth and expanding its operations. Financial Performance & Growth Drivers: In Q2 FY25, the company’s revenue grew 51% year-over-year, demonstrating strong demand for its services: Cloud services segment: Added $27.7 million in revenue, driven by the
APLD: Capitalizing on the Future of Digital Infrastructure:
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2025-04-02

Trump Tariffs: A Settling Force or a Spark for Stock Market:

‌$Tesla Motors(TSLA)$  â€Œâ€Œ$NVIDIA(NVDA)$  â€Œâ€Œ$SoFi Technologies Inc.(SOFI)$  â€Œâ€Œ$Advanced Micro Devices(AMD)$  â€Œ As of April 1, 2025, President Donald Trump's tariff policies have thrust the U.S. stock market into a whirlwind of uncertainty. With steep levies imposed on major trading partners like Canada, Mexico, and China—25% on most imports from the former two and an additional 10% on Chinese goods—the question looms: will these tariffs stabilize markets or ignite further risks? Proponents argue that Trump’s tariffs could settle market jitters in the long run by bolstering domestic industries. The aim i
Trump Tariffs: A Settling Force or a Spark for Stock Market:
avatarGehlot
2025-02-18

Financial Performance of Coinbase(Q4 2024 & Full-Year 2024):

‌$Coinbase Global, Inc.(COIN)$  â€Œ$GraniteShares 2x Long COIN Daily ETF(CONL)$  â€Œ Revenue & Profitability: Total Revenue: $6.6 billion (More than double YoY). Adjusted EBITDA: $3.3 billion (Second consecutive year of profitability). Net Income: $1.3 billion (Includes a $476 million pretax unrealized gain on crypto assets, equating to $357 million after tax). Trading & Transaction Volume Total Trading Volume (Q4): $439 billion, up 137% QoQ. Consumer Trading Volume: $94 billion, up 176% QoQ. Institutional Trading Volume: $345 billion, up 128% QoQ. Consumer Transaction Revenue: $1.3 billion, up 179% QoQ. Institutional Transaction Revenue: $141 million, up 156% QoQ. Subscription & Service
Financial Performance of Coinbase(Q4 2024 & Full-Year 2024):
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2025-02-18

SWOT Analysis of Coinbase (Q4 2024):

‌$Coinbase Global, Inc.(COIN)$  â€Œâ€Œ$GraniteShares 2x Long COIN Daily ETF(CONL)$  â€Œ Strengths (Internal Advantages) 1. Strong Financial Performance Revenue Growth: Coinbase reported over $6.6 billion in revenue for 2024, more than doubling year-over-year. Profitability: Achieved $3.3 billion in Adjusted EBITDA, marking two consecutive years of profitability. Diversified Revenue Streams: Strong contributions from trading, subscription & services, and staking income. 2. Market Leadership & Brand Trust Most Trusted Crypto Exchange: Coinbase's regulatory compliance-first approach has strengthened its reputation, making it the preferred platform for retail and institutional investors. High Mark
SWOT Analysis of Coinbase (Q4 2024):
avatarGehlot
2025-03-18

Rocket Lab: $500M Raise, Mynaric Acquisition, and Lingering:

‌$Rocket Lab USA, Inc.(RKLB)$  â€Œ Rocket Lab ($RKLB) is raising $500 million in capital by selling more shares, confirming earlier expectations that they needed more funding and would dilute existing shareholder value. This move is likely to finance a potential $200 million purchase of Mynaric AG, which would strengthen Rocket Lab's satellite technology and expand their European presence. However, this acquisition won't address Rocket Lab's ongoing problem of spending more money than they make (cash burn) and their low profit margins. While analysts don't recommend buying the stock, they also hesitate to strongly recommend selling it. ‌@TigerWire  â€Œâ€Œ
Rocket Lab: $500M Raise, Mynaric Acquisition, and Lingering: