PALANTIR TECHNOLOGIES INC
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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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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Commented by Armin Schulz on March 3rd, 2025 | 07:10 CET
Super Micro Computer, naoo, Palantir – Competing for the Tech future with artificial intelligence
While tech giants like Alphabet and Microsoft are making headlines in January with investment announcements of over USD 300 billion in data centers, innovative companies are pushing their way into niche markets in the shadow of these corporations. Driven by artificial intelligence and disruptive business models, they reflect the ambivalence of today's tech markets, which are characterized by rapid growth but also extreme price fluctuations. Three companies stand out – Super Micro Computer is taking advantage of the hype surrounding AI servers, Naoo is revolutionizing social media through gamification and by linking with local retailers, and Palantir is dominating data-driven decision-making. What do they have in common? They have created a moat for themselves through innovation and could thus be the winners of the upcoming tech era.
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Commented by André Will-Laudien on February 28th, 2025 | 08:00 CET
Caution - Nasdaq correction: Now, it is really starting with Palantir, Alibaba, Naoo AG, and Meta Platforms.
After a brief correction, the stock market is accelerating again. Alongside high-tech and AI fantasies, rumors of peace surrounding Ukraine are also gaining momentum. European stocks likely to play a role in any reconstruction are gaining a lot of attention. But high-tech is also back in demand. With Nvidia's figures exceeding market expectations, there is some minor profit-taking, but the strong trend should continue. Especially with Nvidia, investors have become accustomed to corrections being offset in a few days. Nevertheless, investors should be on their guard, as many valuations are already very ambitious. In the messenger area, we discovered Naoo AG, which was founded in Switzerland. With innovative approaches, a multifunctional app is being developed here that could potentially outperform even Meta in certain areas. A closer look makes sense.
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