Palantir will never be a faang. Faang companies are retail facing and change the world leading the front line - PLTR as they stand can only affect things from behind the scenes. This means they have to win their contracts ONE BY ONE. And the CEO is more arrogant than Zuckerberg, if that's even possible. It might eventually be an ASML, Oracle type of business, but no chance in hell it'll be a FAANG ticker.

Lol what a conveniently timed article.Nobody is in BBBY for the LONG PLAY. Everyone knows exactly what this play is - a short squeeze. It has probably the best setup seen this year, if you want to take a gamble, this is the play. Company is trash, but we're in this to take out the short sellers.Get in, set your stop loss, bring out the popcorn.

Terrible arguments. Ford and toyota sell more cars overall, but look at their debt. Seriously? Check out their balance sheet wont you?Musk can be fulla baloney, but he has delivered so many things that before him, nobody else, not NASA, none of the legacy automakers, not even the conviction of the us government could do.There are other, more legitimate issues to raise against musk - like his terrible work-life balance rhetoric, his penchant at offending everyone, and his incessant need to be the man with all the answers.Yet the writer chose the lowest hanging fruit that has been rebuked over and over again. Lazy as hell writing.

Nvidia is well primed to take advantage of multiple industries doing well over the next decade. 10yrs from now you wont be wondering if you made the right call to go in at 190 or 170 because they will take off hard during the next bullrun.But for the picky eaters, an entry at at 45-47 PE ratio is a super attractive bet.

Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year.Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.

The thing with YoY analysis is that you are comparing this year, a poor performing year, to 2022 Q3 which is the height of the pandemic share price boom. Once 2023 rolls around the benchmark is much lower as you'll be comparing to 2022 Q3. While his price target is not impossible, it would be amazon's retail biz going to complete sh*t. When it reaches that point they'll be better off splitting off AWS and letting it run.

Musk is just musking around. When he sets his eyes on something he is usually stubborn af. He's gonna close the deal either way. Best risk arbitrage play in the current climate - allocate a portion of your monthly investment into twitter, you have more than half a year to build a decent holding before the buyout.

Nvidia is the kind of stock you load up on during this bear cycle and fly with into the next bull run. There are well positioned to capitalize on supercomputing, FSD(yes, they have a better chance of beating tesla to it than any other car manufacturter), the metaverse and even crypto mining. What? You think ETH is the only coin that can be mined?People saying the low can go lower are clearly traders, if that is your game then the fundamentals dont matter because you are trading the momentum and hype.But anyone who spends some time looking at the company will realize that this behemoth is making all the right moves 10 steps ahead. Whether they execute to perfection is irrelevant at this point.Hard buy.

Lol horrible take. Eth 2.0 has been coming for the past 24mths, the miners would have accounted for this and stopped purchasing their cards at least in the 2nd half of last yr if mining ETH was all they were doing.That said, it's not like ETH is the only damn coin that can be mined with existing cards, or that ETH miners even constitute that big a share of the graphics card market anymore. The continued chip shortage means that demand will continue to outstrip supply for a couple more quarters at least.But please, sell your nvidia stake so I can get it ar t a more attractive price point, thanks!

It's kinda weird that people get so emotional in palantir. The truth is that most people project their own ideas of what they think the company acrually does and determine its worth from there. I personally think this is down to the company not articulating clearly enough for the general investor, it's kinda like a really smart person trying to explain a complicated theory to an average person.The smart person thinks his theory is legit, while the average person either goes with it or thinks he is a fool.Now that palantir is opening up their commercial line, expect to slowly get a clearer picture of the company. So the question is whether to take a chance now without fully understanding the biz, or miss the potential upside waiting for clarity.Your call folks.

What the hell is this article man, written like a high schooler who didnt study for his test just trying to make the word count.So many points to make against PLTR - arrogant, crazy CEO, stock based comp may increase due to the pathetic share price, expected govt budgetary cuts in the upcoming quarters and reluctance to do business with somr countries.Yet all this writer did was strive to be a living definition of verbal diarrhoea.

Very shallow level analysis - the main driver of growth will be their ecommerce segment, but has been facing some serious headwins and they have shown to not be infallible in execution. Used to be more gung ho on this stock but at the moment they are not exactly firing oh all cylinders.Long term i trust the management to overcome their challenges, but i'll be looking for a higher margin of safety before i start a position in Sea.

Short beyond meat. Company is dying a rather quick death

What an oddity of an article. Well articulated and presenting salient points.His situation is unique and he probably could have sold tesla at a better price, but ford has been quietly making the right moves under the leadership of this new CEO.People might think that Elon is taking on too much, but that's abit of a misguided train of thought because he is not a one man company. Tesla already has their road map for the next decade laid out and he doesnt need to be front and centre of everything for them to continue on the right path.That said, the case for Ford is compelling at the current valuation.

The simple answer is that they are chasing market share at a time where cost of living is starting to affect purchases involving loans. It's abit retarded to do it every 2 weeks but tesla is building out an ecosystem with potentially high margin add ons in the future like FSD, energy storage and whatever the heck AI they building. It's not a pure profitability play. It's a response to the macro conditions.

This article feels like when you were forced to take a side you dont believe in when debating.All the points made were just outright stupid.1. Shutdown in shangai: everyone saw it coming, no excuses. - Really? U see a bullet coming and u still die from it is your fault?2. Record June production is not a positive sign because it wasnt planned for. - WTF is this logic?3.  Missing by <4000 is a BIGGGG DEAL because they missed their own estimates! - It's a 1.5% miss, dude. Calm tf down. That's one week's worth or production. After all the issues they basically missed 1 week of production.The fact that this joker cant see what this means for production levels and how tesla is able to adapt to adversity shows how lazy this argument is.

Disney has done amazing work with the marvel franchise and using that to spearhead an entire revenue ecosystem.i still love my MCU, but the road ahead for disney is not clear, and the new leadership hasnt proven his mettle yet.i'll be steering clear of this stock until the picture becomes clearer and is worth a reevaluation.