The Disruptor’s Portfolio: 3 Stocks Shaping the New Economy

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These companies exemplify how advancement propels them forward and reshapes them to dominate new markets. AMD (AMD): Advances its Versal SoC portfolio, boasting AI engines and 10x more CPU-based ...

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Franklin Technology A (acc) SGD-H1"},"translate_title":"颠覆者的投资组合：塑造新经济的3只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":1,"ORCL":1,"AMD":1,"HIMS":1,"GFS":0.9},"content_text":"These companies exemplify how advancement propels them forward and reshapes them to dominate new markets.\nAMD (AMD): Advances its Versal SoC portfolio, boasting AI engines and 10x more CPU-based scalar computing.\nPalantir (PLTR): Partners with Oracle to leverage cloud infrastructure, expanding its reach and capabilities across industries.\nHims & Hers Health (HIMS): Attained significant subscriber and revenue growth, transitioning from a net loss to net income.\n\n\n\n\n\n \n\nSource: Shutterstock\n\n\n\nInnovative technology and strategic alliances drive industries ahead. These three disruptive stocks are among the pioneers influencing the economy of the future. The first one’s Versal adaptive system on chip (SoC) portfolio promises significant improvements in AI processing and computing capacity. This demonstrates its focus on innovation. As a result, the company is positioned to lead in satisfying the needs of sectors, including the automobile industry.\nAs a result of its strategic partnership, the second one gains access to vast cloud infrastructure and AI capabilities. This increases its influence across several sectors and geographical areas. The company can obtain government contracts, which is particularly noteworthy as it provides customized solutions for defense applications.\nRegarding digital health, the third one has shown impressive growth in subscribers and top-line, indicating that it has successfully monetized its platform. Its strategic focus on core specializations and customized solutions shows the company’s grasp of varied demand. In short, these companies are reshaping industries and laying the groundwork for a more technologically sophisticated economy.\nDisruptive Stocks: AMD (AMD)\nSource: Pamela Marciano / Shutterstock.comWith the release of the Versal AI Edge Series Gen 2 and Versal Prime Series Gen 2, AMD (NASDAQ:AMD) has expanded the Versal adaptive system on chip (SoC) portfolio. The company showcases its focus on advancements in AI-driven embedded systems. \nWith up to 3x higher TOPs per watt for AI engines and up to 10x more CPU-based scalar computing than the first generation, the new Versal Series Gen 2 devices promise significant improvements over the first generation. This shows AMD’s fundamental capability to improve its products to hit continuously changing market demands.\nAdditionally, Subaru’s (OTCMKTS:FUJHY) next-generation advanced driver-assistance system (ADAS) vision system (EyeSight) applies to Versal AI Edge Series Gen 2 devices. Subaru’s decision to use AMD technology highlights the Versal AI Edge Gen 2 devices’ performance and safety capabilities. This establishes AMD as a valued partner for crucial applications in sectors like automotive.\nTo sum up, AMD estimates that the AI business will be worth $400 billion by 2027. This is indicative of its strategic insight and comprehension of new technological developments. Therefore, the generative AI space is advancing at a quick pace, as seen by the emergence of new models and applications and higher CapEx in AI infrastructure. \nPalantir (PLTR)\nSource: Iljanaresvara Studio / Shutterstock.comThe alliance between Palantir (NYSE:PLTR) and Oracle (NYSE:ORCL) offers substantial development potential. This is because of Oracle’s extensive cloud infrastructure and artificial intelligence capabilities. Through the cooperation, Palantir can deploy its AI and Gotham platforms across various Oracle cloud settings. These include public cloud regions, dedicated regions, and air-gapped regions for clients in the military and intelligence industries. Moreover, the company migrates its Foundry workloads to Oracle Cloud Infrastructure. \nFurthermore, Palantir’s ability to deliver solutions specifically suited to public entities’ requirements is demonstrated by its success in obtaining government contracts. Palantir is proficient in AI and machine learning for defense applications. This is demonstrated by their collaboration with the Army Contracting Command-Aberdeen Proving Ground (ACC-APG) on creating and implementing the Tactical Intelligence Targeting Access Node (TITAN) ground station system. Similarly, Palantir can provide cutting-edge technological solutions for improving mission command and long-range precision firing.\nFinally, Palantir is versatile and agile in challenging project situations. Its ability to work with various partners, including traditional and non-traditional military contractors, reflects this.\nHims & Hers Health (HIMS)\nSource: Lori Butcher / Shutterstock.comLast on the list of disruptive stocks to buy is Hims & Hers Health’s (NYSE:HIMS). Over 2023, their subscriber count boosted significantly to 1,537, a 48% year-over-year jump. Hims & Hers Health may take advantage of economies of scale and boost market penetration with more subscribers, which may result in rapid top-line growth. Online income increased significantly to $237.4 million in 2023 — a 47% increase. Hence, the company may successfully monetize its platform and draw in paying clients.\nIn Q4 2023, the company’s net income was $1.2 million, up from a net loss of $10.9 million in Q4 2022. Hims & Hers Health’s attainment of positive net income represents its sharp cost management, increased revenue, and operational edge. The company has a fundamental capability to earn a profit from its main commercial operations. Hence, this turnaround reflects the capability. \nFinally, focusing on core disciplines, including dermatology, mental health, weight reduction, and sexual health, Hims & Hers Health caters to a sizable and expanding consumer sector. Overall, to meet the varied demands of its clients, the company expands into new areas and offers customized solutions.\nAs of this writing, Yiannis Zourmpanos held long positions in AMD and PLTR. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nYiannis Zourmpanos is the founder of Yiazou Capital Research, a stock-market research platform designed to elevate the due diligence process through in-depth business analysis.Artificial Intelligence, Healthcare, Semiconductor, Software, TechnologyBlue-Chip Stocks, Growth Stocks\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/04/the-disruptors-portfolio-3-stocks-shaping-the-new-economy/.\n©2024 InvestorPlace Media, LLC","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428343020"}