November 4th, 2025 | 07:05 CET
The three stocks for the AI revolution: How to profit with Alibaba, Aspermont, and Palantir
In an era where autonomous AI agents manage complex processes and data-driven decisions generate over 50% more growth, technological advancement determines market dominance. Even traditional industries such as mining are experiencing a revolution through real-time data. Investing in this future means backing the right pioneers. Three companies, Alibaba, Aspermont, and Palantir, exemplify how these megatrends can be capitalized on.
time to read: 4 minutes
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Author:
Armin Schulz
ISIN:
ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , ASPERMONT LTD | AU000000ASP3 , 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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Alibaba – Defending its position in the turbulent e-commerce market
In an intensely competitive environment, Alibaba is once again proving its resilience. The Company has managed to regain its dominance in e-commerce by facing a bitter price war in the booming "quick commerce" industry. Through the skillful use of its financial strength and the integration of its services, Alibaba has managed to double its market share in food delivery to 43% and close in on the previous market leader, Meituan, with 47%. This aggressive move also marginalized JD.com, which had originally sparked the competition, and solidified Alibaba's long-term leadership role in online retail.
The price war cost billions, but Alibaba did not rely solely on its financial muscle. The decisive factor was leveraging unique synergies. Following an internal restructuring, services such as food delivery were seamlessly integrated into the core Taobao app, boosting user numbers and even surpassing rival Pinduoduo. In addition, Alibaba leveraged its broad AI expertise to offer merchants enhanced marketing tools and became the first provider of AI-powered personalized restaurant recommendations. In doing so, the Company not only strengthened its position but also reshaped the entire industry.
Alibaba's true strength for the future lies in its deeply rooted AI leadership. The Company is investing heavily in artificial intelligence, driving efficiency in its core business. Personalized AI recommendations have already driven a 12% increase in return on advertising spend. With its powerful Qwen3-Max language model, comprising over a trillion parameters, and the integration of AI into services such as the Quark app and smart glasses, Alibaba is not only expanding its cloud division, but also creating a closed, self-reinforcing ecosystem. This technological depth, underpinned by billions in investments in infrastructure and international data centers, should secure its long-term competitive advantage. The stock is currently trading at USD 170.43.
Aspermont – From media provider to data intelligence partner
The fourth quarter marked a decisive turning point for Aspermont. The Company not only reported its 37th consecutive quarter of growing subscription revenue in the international commodities sector, but also achieved a strategic breakthrough in the data sector. Annual recurring revenues (ARR) now stand at AUD 11.2 million, while total revenue from ongoing business rose by 5% to AUD 4.7 million. The launch of the Company's own data intelligence platform, Mining IQ Version 1, in August 2025 was a decisive factor. Even more significant, however, is the first corporate data contract with mining giant Rio Tinto, worth around AUD 550,000, underscoring the marketability of the new SaaS solution.
The deal with Rio Tinto involves the digitization of over 200 years of archive data from the Mining Journal and Mining Magazine, which will be integrated into a company-wide, AI-powered search and analysis platform. For Aspermont, this is more than just a revenue item: it serves as proof of concept that scalable data products for large customers can be developed from in-depth industry expertise. At the same time, the Company strengthened its capital base through a AUD 1.75 million institutional placement, priced at a notable 40% premium, and a subsequent share purchase plan worth AUD 1.03 million.
The focus is now clearly on scaling Mining IQ. The priority is to market the platform and convert proof-of-concept projects into long-term, recurring enterprise contracts. Simultaneously, the Company aims to further increase average revenue per customer through upselling while maintaining disciplined ARR growth and positive operating cash flow. With net cash reserves of AUD 2.9 million, the Company has the financial resources to execute this strategy. The transformation into a data-driven intelligence provider has thus reached a decisive phase. The share is currently trading at AUD 0.008.
Palantir – AI offensive ahead of Q3 figures
Palantir's latest partnership with Nvidia paves the way for the next phase of growth. The focus is not on training large language models, but on their practical application. The goal is a fully integrated "operational AI stack" that combines Nvidia's computing power with Palantir's ontology and its Artificial Intelligence Platform (AIP). This technology platform is designed to optimize real-world business processes, from supply chains to factory operations, in real time. Lowe's is the first major customer to create a digital twin of its logistics network.
The cooperation is an ideal division of labor. Palantir provides the level for decision-making and context with AIP. The platform integrates AI models directly into workflows. Nvidia provides the computing power through its Blackwell GPU architecture. This division of tasks, with Palantir as the brain and Nvidia as the muscle, targets the lucrative field of applied industrial AI. For Palantir, this means access to Nvidia's ecosystem and deeper integration into industrial processes.
At the time of writing, the quarterly figures are not yet available. The market will pay particular attention to the US commercial segment in the Q3 report, which is the primary growth driver. Investors are looking for signs that the Nvidia integration is accelerating customer acquisition. While the partnership strengthens the long-term outlook, the stock is driven in the short term by the outlook for the fourth quarter. If management signals continued robust demand, this could provide sustained support for expectations for 2026. Palantir shares are currently trading at USD 204.71.
The AI revolution offers a wide range of opportunities for investors who back the right pioneers. Alibaba is consolidating its e-commerce dominance through aggressive pricing and the development of a deeply integrated AI ecosystem. Aspermont is successfully transforming from a media company to a data-driven intelligence provider for the mining industry. Palantir is driving the practical application of AI in industrial processes with its strategic partnership with Nvidia. Together, these companies are demonstrating how technological leadership can be translated into scalable business models.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
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