$Palantir Technologies Inc.(PLTR)$ The truth is Palantir doesn't manufacture arms or any weaponry. How does it even qualify as a defense stock? Someone might have fallen prey to such a definition. One would rather hv a piece of tech that could save the world than causing more deaths n cemetery.
$MARA Holdings(MARA)$ It's pretty sad that BTC has been so manipulated to such a great extent that it has become the game of the rich. Anyone with 1 billion deep pocket can easily drive BTC prices like a roller coaster, which continues to facilitate the underground economy like scams n fraud, hurting every society on the planet. Such digital currency can never fit into any central bank regime from a volatility perspective.
$Tesla Motors(TSLA)$ BullishTesla has first mover advantage in everything it does n nothing canstop such level of innovation! No EV manufacturing has a grand green plan to save the world like Elon who understands sustainability harnessing green energy for its gigafactory n powering its charging infrastructure. Everything works beautifully together. The rest of the competitors are just another car maker.
$Palantir Technologies Inc.(PLTR)$ Is this really more valuable than any of the Mag7 n Nvidia? The no brainer question to ask is how the world would be impacted if any of the Mag7 or Nvidia were to vanish? Even if Palantir were to vanish tomorrow, it doesn't even create a dent anywhere on the global markets except for the fomos.
We’ve moved past the phase of pure excitement over AI and into a phase of investor skepticism regarding the cost of that AI. 1. The CapEx Conundrum Companies like Google, Microsoft, and Amazon are spending tens of billions of dollars on hardware (chips like Nvidia’s) and massive data centers to power AI. * The Problem: Investors are worried that these companies are over-investing. They see the massive bills coming in now, but they don't see the massive profits from AI services showing up on the balance sheet yet. * The Reaction: When a company says, "We're growing, but we're going to spend $15 billion more than expected on server farms," Wall Street often panics about shrinking profit margins. 2. The Great Divergence: Infrastructure vs. Consumer Notice how Apple is rallying whi