Palantir will never be a faang. Faang companies are retail facing and change the world leading the front line - PLTR as they stand can only affect things from behind the scenes. This means they have to win their contracts ONE BY ONE. And the CEO is more arrogant than Zuckerberg, if that's even possible. It might eventually be an ASML, Oracle type of business, but no chance in hell it'll be a FAANG ticker.
Lol what a conveniently timed article.Nobody is in BBBY for the LONG PLAY. Everyone knows exactly what this play is - a short squeeze. It has probably the best setup seen this year, if you want to take a gamble, this is the play. Company is trash, but we're in this to take out the short sellers.Get in, set your stop loss, bring out the popcorn.
Terrible arguments. Ford and toyota sell more cars overall, but look at their debt. Seriously? Check out their balance sheet wont you?Musk can be fulla baloney, but he has delivered so many things that before him, nobody else, not NASA, none of the legacy automakers, not even the conviction of the us government could do.There are other, more legitimate issues to raise against musk - like his terrible work-life balance rhetoric, his penchant at offending everyone, and his incessant need to be the man with all the answers.Yet the writer chose the lowest hanging fruit that has been rebuked over and over again. Lazy as hell writing.
Nvidia is well primed to take advantage of multiple industries doing well over the next decade. 10yrs from now you wont be wondering if you made the right call to go in at 190 or 170 because they will take off hard during the next bullrun.But for the picky eaters, an entry at at 45-47 PE ratio is a super attractive bet.
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Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year.Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.
Palantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy
The thing with YoY analysis is that you are comparing this year, a poor performing year, to 2022 Q3 which is the height of the pandemic share price boom. Once 2023 rolls around the benchmark is much lower as you'll be comparing to 2022 Q3. While his price target is not impossible, it would be amazon's retail biz going to complete sh*t. When it reaches that point they'll be better off splitting off AWS and letting it run.
Musk is just musking around. When he sets his eyes on something he is usually stubborn af. He's gonna close the deal either way. Best risk arbitrage play in the current climate - allocate a portion of your monthly investment into twitter, you have more than half a year to build a decent holding before the buyout.
Nvidia is the kind of stock you load up on during this bear cycle and fly with into the next bull run. There are well positioned to capitalize on supercomputing, FSD(yes, they have a better chance of beating tesla to it than any other car manufacturter), the metaverse and even crypto mining. What? You think ETH is the only coin that can be mined?People saying the low can go lower are clearly traders, if that is your game then the fundamentals dont matter because you are trading the momentum and hype.But anyone who spends some time looking at the company will realize that this behemoth is making all the right moves 10 steps ahead. Whether they execute to perfection is irrelevant at this point.Hard buy.
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Lol horrible take. Eth 2.0 has been coming for the past 24mths, the miners would have accounted for this and stopped purchasing their cards at least in the 2nd half of last yr if mining ETH was all they were doing.That said, it's not like ETH is the only damn coin that can be mined with existing cards, or that ETH miners even constitute that big a share of the graphics card market anymore. The continued chip shortage means that demand will continue to outstrip supply for a couple more quarters at least.But please, sell your nvidia stake so I can get it ar t a more attractive price point, thanks!
It's kinda weird that people get so emotional in palantir. The truth is that most people project their own ideas of what they think the company acrually does and determine its worth from there. I personally think this is down to the company not articulating clearly enough for the general investor, it's kinda like a really smart person trying to explain a complicated theory to an average person.The smart person thinks his theory is legit, while the average person either goes with it or thinks he is a fool.Now that palantir is opening up their commercial line, expect to slowly get a clearer picture of the company. So the question is whether to take a chance now without fully understanding the biz, or miss the potential upside waiting for clarity.Your call folks.
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