Trading Ideas| AI Chains Point out the Future!
Hello everyone! Today i want to share some trading ideas with you!
1.
When you’re at an inflection point like $Palantir Technologies Inc.(PLTR)$ ’s AIP -- valuation takes a back seat.
Its impact on enterprise AI mirrors the transformative effects of $Amazon.com(AMZN)$ 's AWS on cloud infrastructure, $Apple(AAPL)$ 's iOS on mobile apps & $NVIDIA Corp(NVDA)$ 's CUDA on GPU apps.
My conviction couldn’t be higher 😎
2.
$Palantir Technologies Inc.(PLTR)$ extends its contract with global mining giant $Rio Tinto PLC(RIO)$ for another 4 years -- their AIP integrates real-time data to optimize everything from driverless trains in Australia to risk assessments across mines 👀
3.
$Snowflake(SNOW)$ Databricks just announced a multi-billion dollar fundraising round -- bringing its valuation to $55B.
This is INCREDIBLY bullish for SNOW -- which is currently valued at $37B while growing the topline 26% with 25% FCF margins.
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