PALANTIR TECHNOLOGIES INC
Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by André Will-Laudien on January 24th, 2025 | 06:50 CET
Artificial intelligence and crypto mania – the 500% duo! Bitcoin, MicroStrategy, Credissential, Palantir and D-Wave
Since the tech bubble of 2000, no other year of investment has seen such huge gains for just a few sectors as 2024. And it looks like 2025 will be no different! Bitcoin, high-tech, artificial intelligence and armaments were and are the blockbuster topics for making quick money. MicroStrategy, D-Wave, Palantir, and Nvidia are the current protagonists of this incredible spectacle. Now these stocks have priced in a golden future, in some cases with P/E ratios of over 100. What comes next? Even experts are at a loss - nobody expects a correction here as all the shorts of recent weeks have turned into painful experiences. The keywords are "momentum & liquidity" – is fundamental analysis useless?
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Commented by Armin Schulz on January 2nd, 2025 | 07:10 CET
Palantir – Data as gold, or should one add Desert Gold and MicroStrategy to the portfolio for 2025?
In today's world, digital technologies are integral to our lives, and as we navigate the internet, we disclose data that is now considered the gold of the 21st century. Tech giants leverage this data for personalised offerings, thereby securing competitive advantages. Palantir has made a name for itself as a big data analyst and has grown considerably as a result. The other option is to invest in gold or crypto companies. The price of gold and Bitcoin has risen significantly in the past year. We look at a company from each sector and see which stock deserves a place in your portfolio.
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Commented by André Will-Laudien on December 23rd, 2024 | 08:20 CET
100% chance of peace in 2025: Ukraine, Israel & Syria! Rheinmetall, Renk, Almonty and Palantir in focus
The DAX ran a little hot in December, with a new all-time high of over 20,522 points. Shortly before Christmas, it fell back to 19,850 points. Some say healthy; others say a turnaround. The fact is that the 2024 investment year was only positive for a fraction of the listed stocks despite the recessionary environment. They come from the high-tech, artificial intelligence, banking and defense sectors. With the renewed escalation of Russian attacks at the turn of the year, hopes for peace have been postponed for the time being, leaving defense stocks with their dearly paid-for charm. Producers of strategic metals are again coming into focus because, for Western industrial nations, the task is to secure supply chains as best as possible. Where are the opportunities for investors at the turn of the year?
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Commented by André Will-Laudien on December 17th, 2024 | 07:45 CET
Vote of confidence: What is the future of high-tech and crypto? SMCI, Myriad Uranium, MicroStrategy and Palantir in focus
Yesterday, Chancellor Scholz asked the Bundestag for a confidence vote. There were 394 no votes for a continuation of the federal government, thus paving the way for elections in February 2025. How will energy policy, in particular, change? CDU rival Merz wants to tackle the issue by including all available sources. Does that mean a return to nuclear energy? The situation in Germany is dramatic. After the shutdown of seven large power plants in 2024, a new term is making the rounds: 'dark doldrums'. The term describes periods when there is hardly any wind, and the sun does not provide any energy either. The remaining fossil fuel power plants are running at full capacity, fuelled by coal, oil and gas. Internationally, nuclear power has long been recognised as a central energy source, even under the 'NetZero' framework, and the development of new technologies is advancing. What should investors pay particular attention to now?
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Commented by André Will-Laudien on December 12th, 2024 | 07:30 CET
Find the 100% opportunities for 2025! Rheinmetall, Renk, Globex Mining, C3.ai and Palantir in focus
After a 30% rise in prices in the major indices since the beginning of the year, investors are asking themselves how they can weatherproof their portfolio for 2025. On the one hand, a well-defined stop strategy for overheated high-tech stocks is an option. Therefore, the topic of trailing stops should be studied in more detail and implemented. For new investments, there are always interesting setbacks to get back in on the next party. This scenario currently applies to the defense stocks Renk and Rheinmetall. Globex Mining covers almost the entire range of strategic metals that are indispensable for high-tech and defense manufacturers. Furthermore, some AI stocks like Palantir or C3.ai deserve a critical look. Accumulated profits could quickly disappear again here. We are delving deeper into the analysis.
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Commented by Juliane Zielonka on December 12th, 2024 | 07:00 CET
F3 Uranium, Palantir and Alphabet: How the AI boom is driving demand for nuclear energy and benefiting tech giants
The increasing energy demand for AI applications and data centers is driving the demand for reliable, low-carbon base load supply from nuclear power. This is putting explorers like F3 Uranium in the spotlight of investors. With its PLN project and uranium holdings of up to 30.9% U3O8, the Company is positioning itself as an important raw materials supplier for this development. As an AI specialist, Palantir is benefiting from the current growth in several ways: On the one hand, through new contracts in the defense sector, such as the recent collaboration with Anduril Industries and the contract extension with the US Special Operations Command. On the other hand, the growing demand for a stable energy supply for its computationally intensive applications. Alphabet is investing heavily in its AI infrastructure, with planned spending of USD 50 billion. These investments in data centers and cloud computing require a reliable power supply, which is increasingly to be provided by nuclear power.
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Commented by André Will-Laudien on November 26th, 2024 | 07:00 CET
Crypto & Bitcoin, the USD 100,000 madness – Will power shortages loom? Coinbase, Myriad Uranium, C3.ai and Palantir
The crypto madness continues! This week, Bitcoin enthusiasts are glued to their trading screens. Will the cryptocurrency break through the USD 100,000 barrier? Experts in the coin segment even consider price targets between USD 250,000 and 1 million conceivable. Anything is possible, as they say today. Meanwhile, market analysts are also noting the looming risks of power shortages. The extensive mining operations and the increasing use of artificial intelligence are consuming unprecedented amounts of electricity, demands not anticipated five years ago. Several countries have, therefore, decided to expand their nuclear power capacities, including France, Poland, Finland, the US and China. Conversely, Germany plans to stick to renewable energy sources - let's hope the sun starts shining at night soon. We explore these booming segments and seek opportunities for returns.
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Commented by André Will-Laudien on November 19th, 2024 | 07:10 CET
Energy-guzzling artificial intelligence – Uranium in focus! Higher prices possible for Palantir, F3 Uranium, SAP and SMCI!
The energy demand is skyrocketing! Currently, high-tech companies from Silicon Valley are investing in power generators and uranium companies. This is because they will all need many times more electricity in the coming years than they do today in order to roll out their AI-driven business models. Artificial intelligence consumes, on average, 10 to 15 times more energy than conventional search engine queries. As a result, industry leaders are no longer willing to leave future energy supplies solely in the hands of governments, as the risk of supply disruptions appears too great. For several months, nuclear companies in the US have been developing so-called small modular reactors, while the EU wants to continue with renewable energies. Investors should weigh these options carefully, as these trends present significant opportunities for growth.
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Commented by Juliane Zielonka on October 30th, 2024 | 07:45 CET
Nyxoah, Bayer and Palantir - The billion-dollar precision medicine market: Why investors are now taking notice
Precision medicine is revolutionizing global healthcare: Experts predict that this future market will reach over USD 175 billion by 2028, driven by the growing demand for individualized treatment methods. Three companies stand out in particular: Belgian medical technology company Nyxoah is developing a mask-free therapy for the 936 million people worldwide with sleep apnea with its Genio system, while Bayer AG is revolutionizing fertility treatment through real-time hormone monitoring through its partnership with Impli. With its foundry platform, technology leader Palantir enables pharmaceutical giant Sanofi to analyze the health data of over 300 million patients. These patient-centered innovations not only promise better treatment outcomes for millions of people but also present investors access to one of the most dynamic growth markets in the healthcare sector.
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