核心观点 - Palantir (NASDAQ: PLTR) 股票自9月29日以来上涨了98%，部分原因是公司基本面强劲，而非仅仅是FOMO效应[1] 投资者背景 - 投资者具有5年的投资经验，结合实际操作和学术背景，专注于长期增长机会，同时平衡低波动性股息投资[1] - 投资者注重公司基本面和战略视角，关注财务表现和内在价值与市场价格的比较，追求高质量且估值合理的公司[1] 投资策略 - 投资者避免过度便宜的股票，认为其可能存在多种问题，更倾向于高质量且估值合理的公司[1] - 投资者关注潜在的新兴公司，认为它们有能力在长期内实现股价的指数级增长[1]

Palantir Technologies (PLTR 0.95%) is back in the spotlight. After a high-profile initial public offering, the company's stock slid almost 80% from its high in February of 2021. Many investors believed it was overhyped as it struggled to turn a profit.Now, however, it's in the black, and the stock is up more than 340% this year alone. The company earned a cadre of loyal investors as it continues to grow its top and bottom lines by double digits.The fervor reached a new level after the election because many ...

Two of the top-performing tech stocks of 2024 were Palantir (PLTR 0.95%) and Nvidia (NVDA -1.41%). In terms of stock performance, Palantir was the clear winner in 2024, with its stock up about 325% as of this writing, compared to about a 180% gain for Nvidia. Those are both incredible returns.The question, though, is which stock is most likely to outperform the other in 2025. Let's look at a couple of criteria to help decide.Nvidia already has a wide moatCompanies with wide moats are generally considered de ...

The artificial intelligence (AI) revolution isn't just another tech trend -- it's fundamentally reshaping how value is created in the global economy. Market research firm IDC projects that business investment in AI will generate a staggering $19.9 trillion in economic impact through 2030.Two AI technology pioneers, SoundHound AI (SOUN 0.89%) and Palantir Technologies (PLTR 0.95%), have already delivered triple-digit returns in 2024, yet their expanding market opportunities suggest significant growth potenti ...

核心观点 - 尽管AI行业热度高，但许多公司并未实现相应的收入增长 Palantir Technologies Inc. 是少数实现显著增长的公司之一 [1] 公司分析 - 分析师使用贴现现金流（DCF）模型进行估值，分享了不同业务模式下的现金流生成见解 [1]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

公司介绍 - Palantir Technologies Inc. (NASDAQ: PLTR) 的股票在两个月前被预测有潜力达到$61，当时股价约为$45 [1] 行业背景 - Amrita在温哥华经营一家精品家族办公室基金，专注于投资可持续和增长驱动的公司，以最大化股东权益 [2] - Amrita曾在旧金山的高增长供应链初创公司工作5年，领导战略，并在疫情期间最大化客户回报 [2] - Amrita的丈夫Uttam Dey也是Seeking Alpha的贡献者，两人共同关注投资组合策略、估值和宏观经济学 [2] - Amrita的目标是通过她的新闻简报The Pragmatic Optimist，将复杂的宏观经济概念简化为易于理解的形式，该简报已被评为金融领域的顶级新闻简报 [2]

In our previous report , Palantir Technologies Inc. (NASDAQ: PLTR ) surged 20% to our previous target of $64 with resilience. This momentum reaffirms the company’s solid foothold as a dominant force in AI-driven enterprise solutions. An expanding contract pipeline, improving profitability, andYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Educat ...

There's no question which artificial intelligence (AI) stock is set to be the biggest winner of 2024. Despite being on track to deliver a gain of more than 180%, it won't be Nvidia (NVDA 3.14%). Instead, Palantir Technologies (PLTR 2.29%) is poised to take the AI crown with its shares skyrocketing more than 330% this year.But is Palantir the better pick going forward? I don't think so. Here's why Nvidia is the hands-down better stock to buy than Palantir for 2025.In different leagues when it comes to growth ...

This controversial data mining company is still growing rapidly.Palantir (PLTR 2.29%), a provider of data mining and analytics services, went public via a direct listing on Sept. 30, 2020. Its stock opened at $10 on the first day and soared to $39 during the meme stock rally on Jan. 27, 2021, but subsequently sank to an all-time low of $6 on Dec. 27. 2022. Like many of its peers, Palantir lost its luster as its growth cooled off and rising interest rates compressed its valuations. It was also a controversia ...