$NVIDIA Corp(NVDA)$ There are always opportunities in the stock market and there is never one opportunity. The magnificent 7 offered opportunities over the last decade for those who got on the wagon. Those who bought NVDA few years ago near 200 probably also sold when it doubled at 400. Those who held on although now at 1000+ but provably also missed out other opportunities like Pltr when is was <$5. The stock market is like a forest don't miss the other trees for one tree.
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.
$Palantir Technologies Inc.(PLTR)$ 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.
$Tesla Motors(TSLA)$ Likely to remain bearish until earning improves. Upcoming earning report today will likely continue to not be good which is already priced in. If it goes really bad there will be further correction anticipated. Buy some now for long term investors and DCA into the dip, for short term better to wait.
$Tesla Motors(TSLA)$ 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.
$Tesla Motors(TSLA)$ 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
$Palantir Technologies Inc.(PLTR)$ I don't expect a stupendous earning report but it should continue to show that Pltr is building its clientele. If it shows an expected earning, stock prices could expect to rise slightlu or at least maintain current prices until interest rate cuts or the next earning report. In the unfortunate event reports are worst than forecast, I would expect a crash. As they say buy the rumours sell the news.
$Palantir Technologies Inc.(PLTR)$ 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.