PALANTIR TECHNOLOGIES INC
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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Commented by Juliane Zielonka on October 18th, 2024 | 07:00 CEST
Resources and AI: How Globex Mining, Barrick Gold, and Palantir are shaping the future
Modern times require one thing above all: resources that fuel innovative solutions and sound strategies from CEOs who seize every opportunity and convert it into profit. Globex Mining shines with its innovative "mineral bank" model, which impresses with its diversification, debt-free balance sheet, and steady cash flows from options and royalties. Barrick Gold, despite short-term production challenges, demonstrates operational flexibility and relies on its portfolio of high-grade gold assets to ensure long-term growth. Palantir Technologies is using its leading position in the AI sector to transform traditional industries, which is reflected in impressive share price growth and lucrative partnerships such as the one with APA Corporation. We take a deep dive into the latest developments.
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Commented by Armin Schulz on October 1st, 2024 | 07:30 CEST
BP, Globex Mining, Palantir – Energy, raw materials, and data are economic drivers
In today's global economy, energy, raw materials, and data are among the most essential goods, forming the backbone of our industries and services. Energy drives the production machines and digital infrastructure, while raw materials provide the critical building blocks for almost all physical products. At the same time, data is becoming increasingly strategic due to digitalization and increasing connectivity, providing valuable insights and decision-making tools. Therefore, the security, efficient use, and sustainable management of these resources are crucial for economic growth and technological progress in an increasingly interconnected world.
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Commented by Juliane Zielonka on September 19th, 2024 | 07:00 CEST
Palantir, Almonty Industries, Intel: The role of specialty metals and AI in the next generation of tech
The technology industry is in a state of upheaval. While established giants like Intel are fighting for their market position, new players like Palantir are pushing to the fore with innovative AI solutions. At the same time, raw material producers like Almonty Industries are gaining in importance because their tungsten metal is the basis for the advancing digitalization and AI revolution. Almonty Industries has just reached a new milestone in preparation for the commissioning of the tungsten mine in South Korea. Meanwhile, Intel relies on its partnership with AWS and has turned down the German government. Palantir CEO Alex Karp is being deliberately belligerent. Which investment promises the best return?
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Commented by André Will-Laudien on September 17th, 2024 | 07:20 CEST
All-time highs and lows! 100% with SMCI, BlockchainK2, and Intel, but Caution with SAP and Palantir
The buying frenzy in the tech sector continues, but performance remains highly differentiated. While the stocks that have performed well are correcting for the time being, the rally continues unabated for the stock market darlings. Interest rate cuts are the fuel driving prices ever higher. The old PE ratio admonishers have been ignored for several quarters now; what matters most now is momentum and sentiment. This week, it is happening again - an interest rate cut by the FED is on the agenda. And as the saying goes: Never fight the FED! Where are the opportunities for dynamic investors?
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Commented by Juliane Zielonka on September 12th, 2024 | 07:15 CEST
From VC revolution to AI integration: BlockchainK2, Palantir, and Apple are setting trends
Many investors still underestimate how many business models will be disrupted by AI. This makes it all the more important to stay on top of things in the fast-paced world of venture capital. BlockchainK2 is transforming the venture capital landscape with its RealBlocks platform by providing fund managers with powerful tools for more efficient investing. Palantir, meanwhile, is expanding its reach in data analytics and AI, a move highlighted by its recent inclusion in the US S&P 500 index. Apple, on the other hand, is maintaining its position as an innovation leader in the consumer electronics market despite regulatory challenges in Europe. We look at where investors should focus their attention now.
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