$Palantir Technologies Inc.(PLTR)$ Motley Fool just posted that PLTR will be a $1 trillion company by 2030, and I mentioned that PLTR would join the trillion-dollar club by 2031. I'll go with Motley on this. A year's difference isn't much.
$NVIDIA(NVDA)$ The market is starting to recognize the growth potential in AI. Anthropic is projecting near-term growth of 80 times its current revenue. That's 80x, not 80%. And NVDA remains at the heart of this AI growth story.
$Palantir Technologies Inc.(PLTR)$ The Pentagon's 1.5 trillion dollar budget is out there, and PLTR is going to get its fair share. PLTR is deeply involved across the board with the Iran conflict, and that's not going away anytime soon, regardless of what some say. Some started this, and Iran will be the one to dictate when it's over.
$NVIDIA(NVDA)$ Bears, what's the deal. Is your best move to just deny, deny, deny the facts? It doesn't work. In case you were wondering. Bulls count gains every year with Nvda.
$Palantir Technologies Inc.(PLTR)$ A few data points from the report. Revenue came in around $1.63B, up 85% YoY. The U.S. segment was particularly strong, with revenue up 104% and commercial up 133% YoY. EPS was about $0.34, with free cash flow margin around 57%. They also raised the full-year growth guidance, now expecting ~70%+.
$Palantir Technologies Inc.(PLTR)$ Reddit is currently up 23% on record revenue growth of 69.1%, or $663M. PLTR is anticipating 73.7% or $1.57B year-over-year growth. Different sectors, but both are posting record earnings. PLTR should see a nice bump in my opinion. Let's get ready to rumble.
I think everyone might be missing the real value here. $Palantir Technologies Inc.(PLTR)$ is essentially an AI play, but without the huge infrastructure costs. From what I see, the money is genuinely flowing in the front door.
$Palantir Technologies Inc.(PLTR)$ Lesson learned here: 1. Watch how good PLTR is as a company. 2. Don't listen to that B guy! He's not your father, right?
$NVIDIA(NVDA)$ I find $DICE Therapeutics, Inc.(DICE)$ 's approach quite interesting. It specifically uses Nvidia's data science stacks to match high-end AI engineers with companies building on Blackwell and Rubin architectures.