To The Moon

SummaryTesla's stock has surged post-2024 election, gaining $550 billion in market value, driven by Elon Musk's close ties with Trump and potential deregulation benefits.Favorable regulatory changes a

Thus far, 2024 has been the year of AI — and although stock market darling and semiconductor leader Nvidia (NASDAQ: NVDA) has been the most publicized winner of this new industry’s rapid rise, big dat

Cathie Wood of Ark Invest has been selling Palantir stock, despite it being the best-performing stock in the S&P 500 this year.

SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong grow

On Wednesday, Cathie Wood-led Ark Invest made some significant trades, with the most notable ones involving Tesla Inc (TSLA), Advanced Micro Devices Inc (AMD), and Palantir Technologies Inc (PLTR).The

SummaryPalantir Technologies Inc.'s stock has surged 153% YTD, driven by strong performance and AI integration, making it one of the top performers in the S&P 500.The company benefits from government

Palantir's Q2 results show impressive 27% YoY revenue growth, driven by AI boom and accelerated sales through AIP Bootcamps.Despite strong financials, stock-based compensation poses dilution risks, an

Palantir has been one of the best-performing large-cap stocks in 2024, registering astellar gain of about 141.1% year-to-date, far exceeding the S&P 500 Index's gain of 20.6%. Palantir’s meteoric rise

Does Palantir have the attributes of a premium-valued company?

But here's why I think things will only get better from here: First, Q1 might be the trough. While Total Deliveries were down YoY, it actually increased QoQ, implying an improvement in overall consumer sentiment. Furthermore, management expects a sequential increase in production in Q3. Second, the Fed is expected to cut rates later this year, which could spark an influx of demand for Tesla vehicles - I think many consumers are waiting on the sidelines anticipating falling interest rates, which will improve overall affordability. Third, when we finally do get rate cuts, Tesla should be able to gradually increase ASPs as demand recovers, which should be a net positive for