Stage 2 AI winners: PLTR, TSLA, SNOW& MDB

ShayBoloor
01-23 10:46

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AI’s current focus on infrastructure, highlighted by the $500B Stargate initiative, is essential groundwork. However, the true crown jewel of this era lies in software applications where AI meets permanence.

Stage 2 AI winners: $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Cloudflare, Inc.(NET)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Datadog(DDOG)$

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I'm receiving a ton of questions from subscribers about why $Palantir Technologies Inc.(PLTR)$ is up 5% today despite not being included in the $500B Stargate initiative announced yesterday -- here's my take 👇

$Oracle(ORCL)$ is likely to serve as the Data Nerve Center for Stargate's infrastructure. In 2024, Palantir migrated all Foundry workloads to Oracle Cloud Infrastructure -- leveraging Oracle's distributed cloud deployment options.

This positions Palantir to benefit indirectly from AI infrastructure growth driven by Oracle's involvement.

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