PALANTIR TECHNOLOGIES INC
Commented by André Will-Laudien on May 15th, 2025 | 07:15 CEST
100% buying frenzy at Palantir, investors look to D-Wave, European Lithium, and SMCI
First the sell-off, then a new high for the year. Investors can speculate about which of the recent erratic movements was the "right" one. A 20% correction in response to unresolved tariff claims was followed by a 30% rally to new highs of over 23,900 points on the DAX 40 index. The NASDAQ saw an even sharper correction, with tech stock Palantir halving in value before doubling again within four weeks. In between, Q1 figures were released that, in truth, merely met expectations. SMCI and D-Wave Quantum are now back in the spotlight due to their high beta. For those focusing on Greenland and strategic metals, European Lithium is worth a closer look. We help with the analysis.
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Commented by Nico Popp on May 8th, 2025 | 07:00 CEST
Data as a return booster: NetraMark, BioNTech, and Palantir Technologies
It is common knowledge by now that data is the raw material of the 21st century. However, only a few truly understand the many ways in which this digital raw material can now be processed. Today, we present three companies - NetraMark, BioNTech, and Palantir Technologies - whose business models stand to benefit significantly from modern data processing and AI. We also examine whether there is any potential for collaboration between these companies.
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Commented by Armin Schulz on May 5th, 2025 | 07:15 CEST
How Palantir, MiMedia Holdings, and SAP are transforming the cloud into trillion-dollar markets
The cloud is the invisible titan of the digital economy. It drives innovation, breaks efficiency barriers, and is expected to generate over USD 800 billion in 2025 alone. But behind the scenes, tech pioneers are shaping the rules of this billion-dollar market. With AI-driven forecasts, disruptive data storage solutions, and cloud-based ecosystems, they are deciding who will dominate the era of hyperdigitalization. While companies are fiercely competing for agility and scale in the race for the cloud strategies of the future, three players are setting the standard with technologies that are changing not only markets but also mindsets. A look at Palantir, MiMedia Holdings, and SAP reveals what makes them different from the rest.
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Commented by Stefan Feulner on April 29th, 2025 | 07:15 CEST
Coinbase, Defence Therapeutics, Palantir – Forward-looking decisions
The current trading week promises to be super exciting. In addition to possible surprise posts from Donald Trump on his Truth Social platform regarding punitive tariffs, the highlight of the reporting season is coming up. Around 800 companies will provide insights into their annual reports over the next few days, including heavyweights such as Coca-Cola and Mastercard, as well as tech giants Microsoft, Meta Platforms, and Qualcomm.
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Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
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Commented by Armin Schulz on April 8th, 2025 | 07:10 CEST
Palantir US-Tech stocks plummet – MiMedia defies the storm, Xiaomi makes strategic decisions
The global financial markets are undergoing an unprecedented stress test. The latest tariff measures by the Trump administration have ignited a trade conflict that is putting technology companies at the center of the turbulence. While US companies such as Apple and Nvidia are suffering from supply chain disruptions and plunging share prices, the technology sector is on the brink of a turning point. However, not all players are reacting in the same way. Palantir shares have recently plummeted, while MiMedia, a cloud specialist, is successfully focusing on disruptive business models – and Xiaomi is demonstrating resilience. In this environment, we take a closer look at the individual stocks.
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Commented by André Will-Laudien on March 17th, 2025 | 07:20 CET
After the NASDAQ correction – Hightech on the rebound: Palantir, Amazon, MiMedia, SMCI, and Intel on the rise
The NASDAQ correction was sharp and brief, with a 15% drop from 22,200 to 19,100 in just 4 weeks. In the context of a normal consolidation, that might be enough to bring the heavily overbought tech stocks back to normal levels. Unfortunately, however, there are also valid fundamental reasons that can be traced back to the official chaos of the new US President, Donald Trump. He is making wild tariff demands and withdrawing key resources from all international partnerships. This departure from normal political behavior could have a much more significant impact on the stock market, as global trade relations are faltering, while inflation and currency devaluation continue. Which tech stocks should be considered now?
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Commented by Stefan Feulner on March 17th, 2025 | 07:00 CET
Palantir, NetraMark, Alibaba – AI stocks set for an upward trend
For the first time in history, the German leading index, DAX, broke through the historic 23,000-point mark in the past trading week. There were also records to report for the precious metal gold, which jumped over the USD 3,000 per ounce mark. In comparison, US indices, like the Dow Jones or Nasdaq, are still in a correction cycle. However, signs of stabilization are emerging, particularly with the Nasdaq, which may present interesting entry opportunities after the massive losses in tech stocks.
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Commented by André Will-Laudien on March 11th, 2025 | 07:45 CET
Artificial Intelligence – Fabulous profits with Xiaomi, Credissential, D-Wave, and Palantir
It is incredible how politics can sometimes drive markets. US President Donald Trump had broken away from Ukraine aid due to a dispute with Volodymyr Zelenskyy, and the alarm bells were immediately ringing in Europe. Defense stocks went through the roof, and EU governments scrambled to come up with new special packages to rearm NATO countries, totaling up to EUR 800 billion. The flustered chaos must have amused Vladimir Putin. However, a correction is also currently taking place in the long-hyped AI stocks. Some of the losses here are quite painful. The stock market seems to have discarded its "one-way street decree". Accumulated profits should be secured as quickly as possible. We delve deeper into the context.
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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