Momentum Investor Praises Palantir As 'AI Halo' Play, Highlights Datadog As Software 'Bottoming Process' Sets In
Momentum Investor Praises Palantir As 'AI Halo' Play, Highlights Datadog As Software 'Bottoming Process' Sets In
Virtus Investment Partners' Joe Terranova is eyeing a couple of big data companies as the artificial intelligence (AI) story begins to tilt toward software.
Virtus Investment Partners的Joe Terranova正在关注一些大数据公司，因为人工智能(AI)的发展开始向软件倾斜。
What To Know: BofA Securities just added Palantir Technologies Inc (NYSE:PLTR) to its top 10 best U.S. ideas list for the third quarter. Monday on CNBC's "Fast Money Halftime Report," Terranova explained why he remains bullish.
需要知道的是：美银证券刚把Palantir Technologies Inc(NYSE:PLTR)加入到其第三季度美国最佳创意名单前10名。周一在CNBC的“快钱午间报道”中，Terranova解释了他为什么保持看好。
"It's become a popular name when you are thinking about AI and the AI halo. They're clearly participating," Terranova said.
Terranova说：“当你考虑AI和AI光环时，这已经成为一个很受欢迎的名字。他们显然参与其中。“
Palantir has been a beneficiary of the AI boom, but below the highs it set in early 2021. BofA obviously sees more room for Palantir to run in the near term and Terranova agrees.
Palantir已经受益于人工智能行业的繁荣，但低于2021年初创下的高点。美银显然认为在短期内Palantir还有更多的上升空间，Terranova也同意。
Palantir has had significant exposure to government contracts for a long time. Growth in the commercial side of the business is really starting to boom, Terranova said.
长期以来，Palantir在政府合同方面有着重要的曝光度。Terranova表示，业务的商业端真正开始蓬勃发展。
AI is playing a big role in that growth, he added.
他补充说，人工智能在这种增长中扮演着重要的角色。
"You are seeing the growth in revenue attributable to [AI] beginning to build. It will further build in the upcoming quarters. Palantir has really been a strong momentum name in a software environment that's been somewhat experiencing friction," Terranova said.
Terranova说：“您会看到营业收入增长归因于[AI]开始增长。在即将到来的季度中，这种增长将进一步增长。 Palantir在一个软件环境中表现强劲，该环境正在经历摩擦。”
Many expect AI software names to catch up to some of the hardware names that have benefitted the most from the AI race. Terranova suggested that he's positioning for the move by adding Datadog Inc (NASDAQ:DDOG) to the portfolio.
许多人认为，AI软件名称将赶上从AI竞赛中受益最多的硬件名称。Terranova建议通过将Datadog Inc(NASDAQ:DDOG)添加到组合中来为此动作定位。
Datadog is in a critical area of AI that many are not focused on yet: security. The company offers cloud-based security monitoring for applications, which will be "incredibly important" in terms of usage from the enterprise community, Terranova said.
Datadog处于许多人尚未关注的人工智能关键领域：安防。该公司为应用程序提供基于云的安全监控，这在企业社区使用中将是“非常重要的”，Terranova说。
"I think a lot of people dismissed software," he adds. "I get the premise that AI disrupts a lot of the existing product in the software business itself ... but I also think you have to be aware that there might be a bottoming process that's unfolding for software."
他补充说：“我认为很多人对软件持消极态度。我理解AI会打破软件业务中的许多现有产品的前提...但我也认为您必须意识到可能正在展开软件的底部过程。”
Terranova told CNBC that Datadog is also starting to break out above critical levels from a technical perspective. Expect momentum to stay for a while, he said,
Terranova告诉CNBC，从技术角度来看，Datadog也开始突破关键水平。他说，预计短期内会保持势头。
PLTR, DDOG Price Action: Palantir shares were up 2.15% at $25.86 on last check Monday. Datadog shares were up 1.29% at $131.37, according to Benzinga Pro.
PLTR，DDOG价格动态：Palantir股价周一最后一次检查为每股25.86美元，上涨2.15％。据Benzinga Pro称，Datadog股价上涨1.29％，为每股131.37美元。
- EXCLUSIVE: Top 10 Most Searched Tickers On Benzinga Pro In June — Where Do Nvidia, GameStop, Tesla, Apple Rank?
- 独家：六月Benzinga Pro搜索最多的前十个股票是什么？ 英伟达，游戏驿站，特斯拉，苹果排名如何？
This illustration was generated using artificial intelligence via Midjourney.
此插图是通过Midjourney使用人工智能生成的。