投资组合策略 - 投资组合约50%配置于低成本基金，另外50%配置于被认为是不对称押注的单一股票 [1] - 投资方法基于宏观和基本面分析，但认识到动量与市场情绪才是真正关键的因素 [1] - 不尝试进行市场择时，只购买愿意持有至少10年的股票 [1] 基本面分析理念 - 市场是前瞻性的，其本质是供需的汇合点，预测人类行为是关键 [1] - 不单纯依据市盈率等指标判断股票是否“便宜”，而是致力于理解数字之外市场对股票的解读 [1] - 分析方法需要理解行业、产业和长期增长趋势，有时需要逆流而上 [1] 当前看好的资产 - 目前对AMD、PLTR、TSLA、广泛的美国股票以及比特币持乐观态度 [1]

Datadog (NASDAQ: DDOG): Bank of America reiterated a buy rating on DDOG ahead of the company's earnings on November 6, with a price target of $180, up from $175, due to growing confidence in the stock. ...

When Nvidia Corp (NASDAQ:NVDA) became the world's first $5 trillion company this week, it wasn't just another milestone in the chip wars—it was the start of a new chapter in the artificial intelligence software race. And if ARK Invest's Cathie Wood was right about one thing, it's that hardware alone doesn't win revolutions—software does.Track NVDA stock here.Nvidia's Next Leg Isn't About Chips — It's About ControlNvidia's string of new partnerships — from Uber Technologies Inc's (NYSE:UBER) robotaxi fleet t ...

Based in Palo Alto, Calif., AppLovin helps digital app developers market, monetize, analyze, and publish their creations. BREAKING: Futures Rise On Trump Comments, Earnings While artificial intelligence juggernauts Nvidia (NVDA) and Palantir Technologies (PLTR) have come off the monthly screen of new buys by the best mutual funds in the second half of this year, AppLovin (APP) has made this screen in each of the last six months. Now, with earnings due on Nov. 5, AppLovin stock has found support and is setti ...

Key Points Palantir built a platform that has two important client sectors. The company's growth rate has risen throughout the year. The stock carries a premium price tag. 10 stocks we like better than Palantir Technologies › After posting incredible returns in 2023 and 2024, Palantir (NASDAQ: PLTR) stock has had another strong year. It's up 150% so far in 2025, and knocking on the door of all-time highs again. While investors might feel like they've missed out on one of the biggest winners of t ...

花旗将Palantir Technologies的目标价从177美元上调至190美元，维持"中性"评级。(格隆汇) ...

Palantir is expected to report earnings for the third quarter on Nov. 3.Earnings season has arrived, and as usual, growth investors have their eyes on all things related to artificial intelligence (AI). On Nov. 3, data analytics specialist Palantir Technologies (PLTR +0.22%) will publish financial and operating results for the third quarter.It's been almost exactly three years since OpenAI commercially launched ChatGPT, igniting the AI revolution as we know it. In that time frame, shares of Palantir have go ...

This enterprise software stock is poised to accelerate revenue growth through the end of the decade.As generative artificial intelligence (AI) becomes more and more capable, businesses are looking for opportunities to integrate those capabilities into their operations. That typically requires an investment in software and a learning curve for workers.Palantir Technologies (PLTR +0.22%) has managed to make integrating AI into businesses much easier over the last few years through its Artificial Intelligence ...

凯西·伍德旗下Ark Invest交易概览 - 公司于周二进行了多笔重要交易 重点涉及DraftKings Inc (DKNG) Palantir Technologies Inc (PLTR) 和Shopify Inc (SHOP) [1] DraftKings (DKNG) 交易详情 - Ark Invest通过旗下多只ETF大举增持DraftKings股份 Ark Fintech Innovation ETF (ARKF) 买入53,400股 ARK Innovation ETF (ARKK) 买入346,577股 ARK Next Generation Internet ETF (ARKW) 买入99,506股 [2] - 以DraftKings股票收盘价31.16美元计算 交易总价值约为1560万美元 [2] - DraftKings近期宣布收购Railbird Technologies及其全资子公司Railbird Exchange LLC 以加强其进入预测市场的战略 公司确认计划推出名为DraftKings Predictions的移动应用程序 允许客户交易事件合约 [3] Palantir (PLTR) 交易详情 - Ark Invest于周二减持了Palantir股份 ARKF基金卖出2,800股 ARKK基金卖出13,627股 ARKW基金卖出5,217股 [4] - 以Palantir股票收盘价189.6美元计算 此次出售总价值约为410万美元 [4] - Palantir股价近期创下历史新高 主要受重大合同和战略合作伙伴关系推动 包括与Lumen Technologies达成的一项2亿美元交易 该交易旨在增强其人工智能能力 [5] - 值得注意的是 Ark Invest在Palantir股价创出新高时持续减持 周一该公司曾卖出13,922股 价值近263万美元 [6] Shopify (SHOP) 交易详情 - Ark Invest于周二亦减持了Shopify股份 ARKF基金卖出2,972股 ARKK基金卖出53,947股 ARKW基金卖出4,153股 [7] - 以Shopify股票收盘价178.96美元计算 此次出售总价值约为1090万美元 [7] - 尽管Ark Invest表达了对Shopify的信心 认为其早期拥抱"智能体AI"是电子商务领域的游戏规则改变者 但本周仍持续减持 周一该公司卖出了281,738股Shopify股票 该笔交易价值4932万美元 [8] 其他重要交易 - Roku Inc (ROKU): ARKK基金卖出26,159股 ARKF基金卖出5,373股 ARKW基金卖出10,011股 [10] - Roblox Corp (RBLX): ARKK基金卖出19,800股 ARKF基金卖出3,051股 ARKW基金卖出7,579股 [10] - Intellia Therapeutics Inc (NTLA): ARKK基金买入417,679股 ARKG基金买入61,732股 [10] - 10X Genomics Inc (TXG): ARKK基金买入206,820股 ARKG基金买入31,141股 [10]

Nvidia and Palantir Tech on Tuesday announced a deal in which Palantir will tap Nvidia's chips and software to help its customers speed up decision making in complex fields such as logistics. ...