$Hims & Hers Health (HIMS.US)$
I will be taking a ride.
I will be taking a ride.
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4
Nanamoo
commented on
$Palantir (PLTR.US)$
Everyone, I believe that we are making a profit.
And above all, the stock price is rising.
We have entered a new wave.
This is a new start from here.
I look forward to seeing what will happen this year,
I'd like to keep an eye on it.
I wish everyone success.
Everyone, I believe that we are making a profit.
And above all, the stock price is rising.
We have entered a new wave.
This is a new start from here.
I look forward to seeing what will happen this year,
I'd like to keep an eye on it.
I wish everyone success.
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$Palantir (PLTR.US)$
deep seek。
Trust may be reliable, but
there are concerns in terms of credibility.
Parantia。
Reliable and trustworthy,
can also be trusted.
Ultimately, it is up to each individual to choose how to decide.
Many people do not know how to choose,
What will you do?
I am the latter.
deep seek。
Trust may be reliable, but
there are concerns in terms of credibility.
Parantia。
Reliable and trustworthy,
can also be trusted.
Ultimately, it is up to each individual to choose how to decide.
Many people do not know how to choose,
What will you do?
I am the latter.
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3
Nanamoo
commented on
$Palantir (PLTR.US)$
Among many stocks trading positively in the pre-market, Palantir is trading negatively in the pre-market. However, I am smiling to myself when I see that. This is because it is moving differently from others. Palantir is a leading stock with a relative strength of 99, which is significantly bullish.
Among many stocks trading positively in the pre-market, Palantir is trading negatively in the pre-market. However, I am smiling to myself when I see that. This is because it is moving differently from others. Palantir is a leading stock with a relative strength of 99, which is significantly bullish.
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Nanamoo
commented on
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Nanamoo
liked
Nvidia and Palantir, competing for the pinnacle of AI investment: contrasting growth potential and risks December 30, 2024
Against the backdrop of the market's drastic changes brought about by the AI revolution, Nvidia and Palantir are attracting attention. Nvidia leverages its overwhelming dominance in the GPU market for datacenters to lead the AI boom. In particular, the new platform 'Blackwell' pushed performance up, achieving an operating margin of 62%. On the other hand, Palantir, armed with its proprietary data analysis software, is expanding its business from highly confidential areas to commercial sectors. While this year's stock price increase is notable, the high valuation also comes with risks. From the perspectives of growth rate, financial stability, and valuation, assuming the expansion of AI demand, there are clear differences in the investment attractiveness of both companies.
Nvidia's dominant position in AI Hardware
Nvidia has established a dominant position in designing and manufacturing hardware that supports the core of the AI era. The company's GPUs are globally recognized as standard in data centers and AI training, with particular integration with the CUDA software library creating a unique competitive advantage...
Against the backdrop of the market's drastic changes brought about by the AI revolution, Nvidia and Palantir are attracting attention. Nvidia leverages its overwhelming dominance in the GPU market for datacenters to lead the AI boom. In particular, the new platform 'Blackwell' pushed performance up, achieving an operating margin of 62%. On the other hand, Palantir, armed with its proprietary data analysis software, is expanding its business from highly confidential areas to commercial sectors. While this year's stock price increase is notable, the high valuation also comes with risks. From the perspectives of growth rate, financial stability, and valuation, assuming the expansion of AI demand, there are clear differences in the investment attractiveness of both companies.
Nvidia's dominant position in AI Hardware
Nvidia has established a dominant position in designing and manufacturing hardware that supports the core of the AI era. The company's GPUs are globally recognized as standard in data centers and AI training, with particular integration with the CUDA software library creating a unique competitive advantage...
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13
Nanamoo
commented on
$Palantir (PLTR.US)$
What do you think will happen at the beginning of the year?
I want to hear everyone's estimates!
What do you think will happen at the beginning of the year?
I want to hear everyone's estimates!
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Nanamoo
liked
Three more business days left in the exciting and thrilling 2024, which was full of ups and downs. December was also exciting with Powell's Christmas sale, but as expected, it seems to end around 6000. The episodes of this year are coming to a close. So, let's take a look at the scenario for 2025 today.
The reason why I am bullish for 2025.
Roughly speaking, my forecast for the story of 2025 is that the S&P 500 will hit the 7000 mark at some point. If it ends around 6050 this year, that would be an increase of about 15%.
This is among the higher forecasts from Wall Street analysts. The main reasons I'm bullish are mainly twofold.
One is that wealthy investors around me and strategists from investment banks are concerned about valuations, expecting the market to go down or not rise much more.
Many investors around me are saying that they will buy in the first half after watching the timing when they enter 2025 and will not buy now.
I was the only one who bought stocks on the day when Nasdaq fell 3% during Powell's press conference. And when I reported 'I bought' in the chat, everyone was surprised.
Even the strategists are saying 'from here...
The reason why I am bullish for 2025.
Roughly speaking, my forecast for the story of 2025 is that the S&P 500 will hit the 7000 mark at some point. If it ends around 6050 this year, that would be an increase of about 15%.
This is among the higher forecasts from Wall Street analysts. The main reasons I'm bullish are mainly twofold.
One is that wealthy investors around me and strategists from investment banks are concerned about valuations, expecting the market to go down or not rise much more.
Many investors around me are saying that they will buy in the first half after watching the timing when they enter 2025 and will not buy now.
I was the only one who bought stocks on the day when Nasdaq fell 3% during Powell's press conference. And when I reported 'I bought' in the chat, everyone was surprised.
Even the strategists are saying 'from here...
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

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Nanamoo
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$Jumia Technologies (JMIA.US)$ Go for it!
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