$Palantir Technologies Inc.(PLTR)$ Is the next best long term play vs $NVIDIA Corp(NVDA)$ . NVDA is already very well established and although the long term PE might be surprising showing that it is under valued, however it is a juggernaut today and the chance to turn profits to become a multibagger in the next year is probably challenging. Pltr on the other hand is a growing company and the services it provides are something big companies can't get enough of. Reminds me of the time when Tesla sells model S and X to allow itself to generate sufficient profit to turn to producing more economic options. I believe Pltr will take this route too.
$Tesla Motors(TSLA)$ Can Tesla continue to grow at an exponential rate? It seems that the market for the last few years has been extremely volatile and TSLA has dropped and risen to all times high of $400+ and down to lows of $!00 and then now in the $250s. By trading the dips and rips the returns would have made is a multibagger stocks. Yes, it is clear that TSLA is a great company, considering that Model Y has become the most popular car in the world and one of the world most value and cost efficient company for a electric car. It is also worth noting that the market is also becoming competitive with BYD, FORD, TOYOTA coming up it will be a matter of time that the market becomes divided. My view is that a electric car
$Palantir Technologies Inc.(PLTR)$ Will PLTR sky rocket in the next few years? Challenges: So far Implementation process of PLTR seems to be similar to standard enteprise systems such as products from Oracle or SAP. The challenges with implementing such solutions is that they are very much a manual process and time consuming. Unlike tech companies that allows implemented solutions to be easily transfered from one company to another company i.e. services (Grab, Uber, Zoom); Social media (Facebook, Instagram, tiktok), even EVS like TSLA, their software are common and easily scalable to mass market with minimal customization for users. In contrast, PLTR's solutions are mostly all unique to each company, and with 50% of earnings with the mili
Likely a strong pull back will occur since there is no significant news fueling the bull run. The stock is being brought high from some institutes doing portfolio adjustments. Those who has bought earlier and suffered the correction post early Q1 results will likely sell off from yesterday's small bull run.
$Tesla Motors(TSLA)$ Tesla has yet to present any significant news other than robotaxi on 08Aug which is going to likely be a proof of concept until regulators give a thumbs up for mass use. Best case will be a localised use short term which is not going to improve earnings by large margins. Large fluctuations are likely caused by traders and foresee that this will trade side ways for awhile until the overall market becomes extreme bullish again.
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Trade small during times of uncertainty. Instead of are taking large trades in this time of uncertainty, it is better to take smaller trades get feedback and trade again. Taking too large a trade can bring big returns but when one is wrong too many times it could blow one's account and end up being out of the game. It is not about making the most amount of money in the shortest time especially when the market is uncertain, instead, being able to consistently take a overall profit until market conditions turns to be clearer then go for larger trades A mistake I made a month ago on $Albemarle(ALB)$ is to try to buy the dip and buy increasingly large positions and when the market keeps falling you
$Tesla Motors(TSLA)$ Robotaxi on 8th Aug is likely going to push prices up but not back to the the all time highs near 400. Demonstrating a working prototype of Robotaxi is not something new and companies in US I.e Waymo and especially in China I.e. DIDI, BAIDU and many more, have already implemented their versions of Robotaxi. In spite of these, I still believe TSLA is on the path towards a truly scalable Robotaxi, with software that can be deployed in every Tesla EV and also in all road conditions, unlike its competitors who still depend on very expensive sensors setup and intensive mapping. Challenges foreseen will be the reliable of the proof of concept of their version of Robotaxi over competitors a
$Palantir Technologies Inc.(PLTR)$ Currently over priced. Market was betting on exceptional stella results but earning was as per expected very good but not superb which was demonstrated but the correction back down. Still overvalued comparing earnings vs stock price, albeit a great company with excellent growth. I still hold on to the belief that it is difficult to scale today with current products due to the niche industry that can adopt this technology, complexity of implementation and high cost. Waiting for a new mass market product from pltr.