August 20th, 2024 | 06:45 CEST
Super Micro Computer, VCI Global, Palantir - Hot trends: Artificial Intelligence and Big Data
Artificial intelligence (AI) and big data are key topics driving digital transformation. They offer companies the opportunity to analyze large amounts of data in real time, identify patterns, and make intelligent decisions. This leads to optimized business processes and personalized services that meet specific customer needs. In view of the constantly growing volumes of data and the need to use this information efficiently, the importance of AI and big data will continue to grow in the coming years. We look at three interesting candidates.
time to read: 4 minutes
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Author:
Armin Schulz
ISIN:
SUPER MICRO COMPUT.DL-_01 | US86800U1043 , VCI GLOBAL LIMITED | VGG982181031 , PALANTIR TECHNOLOGIES INC | US69608A1088
Table of contents:
"[...] In Canada, there is $1.75 of debt for every dollar of disposable income - and that was true even before the pandemic. [...]" Karim Nanji, CEO, Marble Financial
Author
Armin Schulz
Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.
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Super Micro Computer - Crucial for the future
Super Micro Computer is indispensable for the future of Artificial Intelligence (AI) and Big Data. With a dominant position in the growing market for servers and storage systems, especially in AI, the Company provides important solutions for data centers. These integrate advanced cooling technologies such as direct liquid cooling, which increases efficiency and reduces costs. With the market for AI hardware expected to grow exponentially from an estimated USD 41 billion in 2023 to USD 283 billion in 2028, Super Micro is ideally positioned to capitalize on this boom.
In the most recent fiscal quarter, Super Micro Computer reported rising revenues but also faced challenges. Revenue increased by an impressive 143% to USD 5.31 billion, underscoring the strong demand for its products. Despite this growth, the Company saw its gross margin fall to 11.2%, partly due to higher delivery costs. The net profit was USD 353 million, which was down on the previous quarter but up year-on-year. The stock nevertheless reacted negatively to the quarterly figures, falling more than 20%. Some investors may view this as an overreaction given the continued strong revenue growth and solid long-term outlook.
Despite these short-term fluctuations, the outlook for Super Micro is promising. For the first quarter of FY2025, the Company expects revenue between USD 6 billion and USD 7 billion and adjusted earnings per share between USD 6.69 and USD 8.27. For the full fiscal year 2025, Super Micro forecasts revenue of up to USD 30 billion, representing growth of almost 88%. The recently announced 10-for-1 stock split could also make the Company more attractive to small investors. Despite possible risks, such as further pressure on margins, the long-term growth prospects remain strong, making the share particularly interesting for forward-looking investors. The share is currently trading at USD 621.12.
VCI Global - Innovative player in the consulting and technology sector
VCI Global is a diversified holding company that focuses on consulting services in the areas of capital markets, real estate, fintech, artificial intelligence, robotics, and cybersecurity. One specialty is IPO consulting, which gives clients access to stock exchanges such as NASDAQ. With a strong focus on the Asian market and significant activities in the US, Europe, and the Middle East, the Company offers customized consulting services for companies. The Company reinvests profits from its consulting business in disruptive technologies to drive innovation and create new revenue streams, leading to dynamic growth in the region.
As part of a strategic collaboration with German Cogia AG, AiSecure Limited was founded, in which VCI Global holds a 70% majority stake. AiSecure will develop the messenger platform "Socializer", which will be characterized by innovative security and data protection features. An ambitious milestone is the planned NASDAQ listing of AiSecure within the next 12 to 18 months. This partnership reinforces VCI Global's commitment to the field of artificial intelligence and underlines its ambition to gain a foothold in the US and offer attractive investments to investors there. On August 8, Vincy Liew was appointed to the board as an independent director. She brings with her over 15 years of experience in finance and banking.
VCI Global's membership in the AI Computing Alliance, which includes Super Micro Computer, opens the doors to a global network of high-performance computing centres and provides VCI Global with access to a comprehensive ecosystem in the world of artificial intelligence. This move, which was completed at the end of July, is part of a broader expansion strategy that includes the establishment of a dedicated AI data center in Malaysia by 2025 as well as additional centers in Singapore, Hong Kong, Japan and Indonesia. Through these initiatives, the Company is positioning itself as a pioneer and significant player in the international AI market. The share has recently been unable to benefit from the positive news and is currently trading at USD 0.2205 on the NASDAQ. The half-year results were reportedly released last night.
Palantir - A solid business model for a bright future
Palantir Technologies has established itself as a notable player in the field of data analytics and artificial intelligence. The Company's business model is based on providing software solutions that analyze and harness big data. Initially developed for government agencies, Palantir has expanded its services to the commercial sector. The Palantir Foundry and Palantir Gotham platforms are capable of integrating and analyzing complex data, providing critical insights for various industries. By combining artificial intelligence and data analytics, Palantir has established a strong competitive position.
Palantir's recently published financial figures have delighted investors. In Q2, the Company achieved revenue of USD 678.1 million, an increase of 34.3% compared to the previous year. Profits also increased significantly, with a net profit of USD 134.1 million compared to USD 28.1 million in the same period last year. Commercial sales grew by 32.3% to USD 307 million, underlining the increasing importance of the commercial sector. The Company also increased the number of commercial customers to 467 worldwide. These impressive figures show that Palantir's growth strategy is working and that the Company is on a solid financial footing.
Despite the excellent performance, Palantir's valuation remains a topic of discussion. The share price rose by a massive 86.9% last year, driven by optimistic expectations regarding the AI boom. Management has raised its forecasts for the full year 2024, which is fueling additional optimism. Nevertheless, caution is still advised, especially as the long-term monetization of AI must first be proven. One share currently costs USD 32.48, corresponding to a valuation of almost USD 72 billion.
Super Micro Computer, VCI Global and Palantir are key players in the hot trends of artificial intelligence and big data. Super Micro Computer is benefiting from strong demand for AI servers and is driving efficiency in data centers through innovative cooling technologies. VCI Global is emerging as a dynamic consultant in various sectors, with a particular focus on disruptive technologies. Palantir remains a leading provider in data analytics, with financial results boosting investor confidence. However, the valuation is quite high. All three companies are well-positioned to benefit from developments in AI and big data.
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