To The Moon

There's a lot to like about Palantir Technologies now, but this doesn't mean you should overload your portfolio with PLTR stock.

Yeah $CNOOC(00883)$

图片When it comes to mega-caps stocks in the healthcare industry in recent years, there's no way to avoid mentioning $Novo-Nordisk A/S(NVO)$, whose shares have soared over 200% in the past three years due to the popularity of its weight loss drug. But there's another huge market, nonalcoholic steatohepatitis (NASH), that could also foster more than one mega-cap stock like NVO.Some institutions predict that the global market for NASH will be worth about $2 billion in 2022 and will grow at a compound annual growth rate of about 25.2% between 2023 and 2033. According to incomplete statistics, the number of people suffering from NASH worldwide has increased from 310 million in 2016 to 350 million in 2020, and it is expected to reach 490 million by 2030.

While HSBC is maintaining its long-term optimism on Palantir Technologies, the bank thinks the tech stock may have gotten ahead of itself.HSBC downgraded the software stock to hold but maintained its $22 per share price target. The firm’s outlook implies more than 8% downside from Wednesday’s close.Shares have soared nearly 40% this year. The shares rose 1.7% in premarket trading Wednesday.

$Akamai(AKAM)$ is scheduled to announce Q4 earnings results on 13 Feb 2024 after market close. The consensus EPS Estimate is $1.61 (+17.5% Y/Y) and the consensus Revenue Estimate is $999.71M (+7.8% Y/Y). If we look at the software development segment, Akamai's peers who have already reported Q4 earnings results. We should have a rough gauge of how Akamai should fare, Cloudflare delivered top-line growth of 32% year on year, beating analyst estimates by 2.7% and F5 reported revenue decline of 1.1% year on year, exceeding estimates by 1.1%. Cloudflare traded up 20.2% on the results, and F5 was up 10.6%. Both of these peers traded upside after the results. I think we should look at what Akamai has offered to clients and investors during the quarter.