$Palantir (PLTR.US)$
I have nothing but gratitude for Ratchi-san 🙏
The ex-dividend price is $110 / profit-taking target is $320
I want to hold on patiently until around 2030 with $320 as a reference for the time being.
I'm looking forward to the S&P500 inclusion next week, but since the market is going down, I wonder how far it will rise...
I hope we can achieve ATH by the end of the year!

$Palantir (PLTR.US)$
Holder-san, do you think Palantir will break through $100? 👍

On June 7 $S&P 500 Index (.SPX.US)$ A rebalance has been carried out, $Palantir (PLTR.US)$It is eligible for inclusion for the 3rd time. Since AI is attracting attention and Palantia's performance remains strong, there is a very high possibility that it will be adopted by S&P, and there is a possibility that PLTR will make a breakthrough like Tesla.
First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...

Expectations for electric cars, which have been greatly excited, have now slowed globally. The world's major automobile manufacturers have postponed their electric vehicle investment plans one after another, and the United States $Tesla (TSLA.US)$It can also be confirmed from changes in stock prices of major EV manufacturers, starting with Since the beginning of the year, $Toyota Motor (TM.US)$What is the stock price ofUp close to 40%But what is Tesla's stock priceDecrease of 30% or more year to dateAnd it has been moving in the low range.
The depreciation of the yen and increased production and sales boosted Toyota's counterattack
Toyota's sharp rise has been supported by several factors, such as the depreciation of the yen, growth in production and sales, and a sense that the value of Japanese stocks is undervalued.
First,The depreciation of the yen benefits export-oriented Japanese companies like ToyotaIt's bringing it. Most of Toyota's production costs are in yen, and overseas sales are in local currency, so when the yen depreciates, Toyota's revenue in yen increases, and profit margins increase. The depreciation of the yen gave Toyota products a price advantage in overseas markets and contributed to an increase in unit sales.
Secondly,Manufacturing recovery and consumer preferencesAs a result, Toyota continued to win the title of world automobile sales volume. Last year...

$Palantir (PLTR.US)$Expectations of surpassing $24 during the year-end rally!
The policy interest rate outlook (median) by FOMC members at the end of 2024 is 4.50-4.75%.
The current rate is 5.25-5.50%. It will be 75bp lower.
In other words, does the FRB's plan to cut interest rates by 25bp three times next year mean?
Each rate cut increases expectations of stock price rises.
With next year's [3 interest rate cuts + inclusion in the S&P500 + 4 good earnings], will Palantir reclaim its all-time high?!

$Palantir (PLTR.US)$ Unfortunately, we missed being included in the SP500 this time, but we are looking forward to the next opportunity next year!

Major US semiconductor company $NVIDIA (NVDA.US)$The 24Q2 financial results were announced after closing on the 23rd. Sales exceeded double the same period last year,A record highIt has been reached. It rose 8% in pre-market trading on the 24th.
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...

Palantir $Palantir (PLTR.US)$
Forecast for Q3 2023:
- Revenue:0.5 billion 53 million to 0.5 billion 57 million dollars
・Adjusted operating profit:0.13 billion to 0.139 billion dollars
・Net profit on a GAAP basis
2023 full year forecast:
Revenue guidance:2.2 billion 12 million dollars (or more)
Adjusted profit:0.5 billion 76 million dollars (or more)
On a GAAP basis, we expect net income for each quarter.
(The data in this post is quoted from the official website, for your reference)