Palantir Hits $70: Is It the Next AI Multibagger?

On December 3rd, Palantir Technologies announced a new government security designation, allowing it to handle sensitive US government workloads in its cloud offering. Following the news, Palantir jumps 7% and hits new high of $71. ------------------- Is it the next AI multibagger? Will you hold Palantir for long term?

avatarGehlot
01-19

Key Facts and Figures from Asana's FY25 Earnings Calls:

$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:
Key Facts and Figures from Asana's FY25 Earnings Calls:
avatarGehlot
2024-12-29

SWOT Analysis of Archer Aviation (Q3 2024 Report)

$Archer Aviation Inc.(ACHR)$  ‌ Strengths Strong Liquidity Position Over $500M in cash and cash equivalents, providing financial stability to sustain operational expansion and R&D efforts. Consistent funding inflows, including $400M potential investment from Stellantis and $171.7M equity financing in Q3, highlight investor confidence. Scalable Manufacturing Capabilities Completion of the ARC facility in Georgia, a ~350,000 sq. ft. site capable of producing 650 aircraft annually by 2030, positions Archer to meet future demand. Efficient construction completed within 18 months for $65M, showcasing strong project execution capabilities. Global Partnerships and Order Book Agreements with Japan Airlines, Sumitomo Corporation (Japan), and a UA
SWOT Analysis of Archer Aviation (Q3 2024 Report)
avatarGehlot
01-29

Key Highlights of SoFi 's Q4 2024 Earnings Release:

$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ
Key Highlights of SoFi 's Q4 2024 Earnings Release:
avatarGehlot
01-29

Market Reaction and Analyst Sentiment for SoFi:

$SoFi Technologies Inc.(SOFI)$  ‌ Financial Performance, Market Reaction, and Current Valuation Financial Performance: In Q4 2024, SoFi reported record adjusted net revenue of $739.1 million, significantly surpassing analysts' expectations. The company also recorded substantial growth in fee-based revenue, financial services revenue, and loan originations, demonstrating strong operational momentum. Market Reaction and Analyst Sentiment: Despite robust revenue growth, SoFi's stock experienced a 10.3% decline following the earnings announcement. This decline was primarily driven by a downbeat profitability outlook for the upcoming quarter, with projected adjusted EBITDA of $175 million to $185 million, falling short of the FactSet consensus of
Market Reaction and Analyst Sentiment for SoFi:
avatarGehlot
2024-12-28

Democratizing Endpoint AI with NVIDIA TAO:

$Himax(HIMX)$  ‌ Himax Expands AI and Sensing Capabilities for Diverse Applications Himax is strategically expanding its AI and sensing capabilities through key partnerships and investments, focusing on democratizing endpoint AI and addressing the growing demand for advanced machine vision. Democratizing Endpoint AI with NVIDIA TAO: Himax's collaboration with NVIDIA TAO allows WiseEye Module customers to easily optimize and quantize deep learning models for resource-constrained endpoint devices. By leveraging NVIDIA's pretrained enterprise-ready AI models and tools, this partnership accelerates the development of cost-effective, production-ready AI modules for various use cases, facilitating the rapid democratization of endpoint AI applicati
Democratizing Endpoint AI with NVIDIA TAO:
avatarGehlot
01-24

e.l.f. Beauty:Mixed Outlook Amid Strong Growth and High Val:

$e.l.f. Beauty Inc.(ELF)$  ‌ Recent Performance: ELF stock has dropped -10.2% over the past month, underperforming both the Zacks S&P 500 composite (+2.1%) and the Zacks Cosmetics industry (+3.1%). Earnings Estimates: Current quarter EPS is projected at $0.76, up +2.7% year-over-year, with a +2.6% revision in the last 30 days. FY23 EPS is expected at $3.61, a +13.5% increase, with a +0.1% revision over 30 days. FY24 EPS estimate is $4.35, reflecting a +20.6% year-over-year growth, but revised down -0.7% recently. Revenue Growth: Current quarter sales estimate: $329.49 million, up +21.6% YoY. FY23 sales estimate: $1.34 billion, a +30.7% increase. FY24 sales estimate: $1.57 billion, up +17.4%. Recent Earnings: Last quarter revenue: $301.08
e.l.f. Beauty:Mixed Outlook Amid Strong Growth and High Val:
avatarTigerClub
2024-11-27

🎁What the Tigers Say | Palantir Joins Nasdaq! Will Entry Boost It to $75?

Palantir is making headlines with its decision to shift from the New York Stock Exchange to the Nasdaq, effective November 26. The company anticipates qualifying for the Nasdaq-100 index, a move that could bring new momentum to its already soaring stock. With a 52-week low of $15.67, Palantir has surged 282.88% year-to-date to $67.88. Wedbush Securities recently raised its price target to $75. Could this strategic relisting push Palantir beyond $70?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @HMH: Palantir - Is
🎁What the Tigers Say | Palantir Joins Nasdaq! Will Entry Boost It to $75?
avatarHMH
2024-12-04

Government Deals and AI Power: Is Palantir the Ultimate Tech Play of 2025?

On December 3, 2024, Palantir Technologies (PLTR) surged 7%, reaching a new high of $71. The catalyst? The company announced a significant new government security designation, enabling it to manage sensitive U.S. government workloads through its cloud offerings. This development reinforces Palantir’s position as a trusted partner in AI-powered analytics and national security. With its share price nearly doubling since early November, investors are now asking: Is Palantir the next AI multi-bagger? And more importantly, should you hold PLTR for the long term? Why This News Matters This latest milestone strengthens Palantir’s core competitive advantages: Government Contracts: Palantir’s stronghold in government work, including defense and intelligence, now expands further into sensitive cloud
Government Deals and AI Power: Is Palantir the Ultimate Tech Play of 2025?
avatarGehlot
2024-12-28

Himax Unveils Groundbreaking 400K Nit LCoS Microdisplay:

$Himax(HIMX)$  ‌ Himax Unveils Groundbreaking 400K Nit LCoS Microdisplay for Next-Gen AR Applications at CES 2025 Himax Technologies, Inc., a leader in fabless display driver ICs and other semiconductors, has announced it will showcase its next-generation, proprietary ultra-luminous Color Sequential Front-lit LCoS Microdisplay solution at CES 2025 in Las Vegas, from January 7-10, 2025. This display sets a new standard for brightness in microdisplays, solidifying Himax's leadership in LCoS technology and its commitment to advancing AR applications.   Key Features and Benefits: Unprecedented Brightness: The microdisplay boasts an industry-leading brightness of 400K nits, ensuring excellent visibility even in bright outdoor environments. &
Himax Unveils Groundbreaking 400K Nit LCoS Microdisplay:
avatarGehlot
01-10

Onsemi and DENSO Deepen Partnership to Advance Autonomous Dr

$ON Semiconductor(ON)$  ‌ Onsemi and DENSO Deepen Partnership to Advance Autonomous Driving and ADAS Technologies: Onsemi (Nasdaq: ON) and leading automotive supplier DENSO CORPORATION have announced an expanded collaboration to enhance autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies. For over a decade, onsemi has provided DENSO with state-of-the-art intelligent automotive sensors, critical to advancing vehicle connectivity and reducing traffic fatalities. These cutting-edge semiconductors have played a pivotal role in boosting vehicle intelligence for safer driving. "DENSO's commitment to strengthening our partnership highlights their trust in our innovation, expertise, and reliable supply of automotive tech
Onsemi and DENSO Deepen Partnership to Advance Autonomous Dr
avatarGehlot
01-03

Stock Market Overview

S&P 500: Started 2025 on a weak note after rising 23% in 2024, marking its second consecutive year with gains over 20%. Major Stock Moves Tesla (-6.1%): Missed Q4 delivery estimates (495,570 vs. 507,000 expected) and reported an annual sales decline. CEO Elon Musk said a Cybertruck explosion in Las Vegas was unrelated to the vehicle itself. Tesla gained 63% in 2024, boosted by Donald Trump’s election win. Palantir (-0.6%): 2024's top S&P 500 stock (+340%) due to AI focus. Vistra (+8.5%): Second-best 2024 performer (+258%). Nvidia (+3%): Third-best (+171%). Walgreens (-1.5%): Worst S&P 500 performer in 2024 (-64%), struggled with store closures despite buyout interest from Sycamore Partners. Apple (-2.6%): UBS lowered iPhone sales estimates, predicting a 5% decline in revenue fo
Stock Market Overview
avatarGehlot
01-29

Traders Bet Big on Nvidia's Rebound:

$NVIDIA(NVDA)$  ‌ Despite Nvidia's stock suffering its largest one-day drop ever due to China's DeepSeek launching a new AI model, short-term traders are heavily betting on a rapid recovery. They're pouring money into leveraged ETFs that double Nvidia's daily returns. While these ETFs experienced significant losses on Monday (around 33-34%), they also saw substantial inflows, indicating strong bullish sentiment and speculative trading activity. ‌@TigerCommunity  ‌‌@Tiger_comments  ‌‌@TigerWire  ‌‌@TigerEvents  
Traders Bet Big on Nvidia's Rebound:
avatarGehlot
01-22

Shares Soar after Launch of AI-Powered Health App 'Olivia:

$Tempus AI(TEM)$  ‌ ‌[财迷] ‌ Tempus AI Shares Soar Following Launch of AI-Powered Health App 'Olivia' Tempus AI (TEM) shares surged over 32% in recent trading after the company unveiled "Olivia," a cutting-edge AI-powered app designed to deliver actionable health insights. The app integrates personal health data from over 1,000 health systems using electronic health record connectivity. Additionally, users can sync data from Google (GOOG, GOOGL) and Apple (AAPL) health devices or upload records manually. Available on both iOS and Android platforms, Olivia promises to enhance patient access and health management. ‌@Daily_Discussion  ‌‌
Shares Soar after Launch of AI-Powered Health App 'Olivia:
avatarGehlot
2024-12-29

Archer Aviation Manufacturing Milestone Summary:

$Archer Aviation Inc.(ACHR)$  ‌ Archer Aviation (NYSE: ACHR) has received the certificate of occupancy for its 400,000-square-foot aircraft manufacturing facility, ARC, located in Covington, Georgia, adjacent to the Covington Municipal Airport. A ribbon-cutting ceremony marked this milestone, with tooling load-in for the initial production line already underway. Key Highlights: Initial Production Timeline: Production is set to begin in early 2025, targeting a ramp-up to two aircraft per month by the end of the year. Future Scaling Goals: Archer aims to scale the facility to produce 650 aircraft annually by 2030. Partnership with Stellantis: Stellantis will serve as Archer’s exclusive contract manufacturer for the Midnight eVTOL aircraft. St
Archer Aviation Manufacturing Milestone Summary:
avatarJC888
2024-11-01

PLTR : Messi of Artificial Intelligence ?

Angels heralding the Good News. During the last Fri, 25 Oct 2024’s trading session, share price of software giant $Palantir Technologies Inc.(PLTR)$ continued its upward momentum, reaching a new all-time high of $45 per share intraday and breaking a market cap of $100 billion for the first time. Following this rally, Wedbush’s Dan Ives in a “X” post referred to Palantir as the “Messi of AI,” likening the company’s growth in artificial intelligence to Argentinian soccer star Lionel Messi. The analyst, who initially projected that PLTR would reach $45, indicated that the company will likely grow further in 2025. He highlighted potential benefits from the expanding AI-driven market, positioning Palantir and its CEO, Alex Karp, at the forefront of the
PLTR : Messi of Artificial Intelligence ?
avatarOptionspuppy
2024-11-26
$Palantir Technologies Inc.(PLTR)$   Palantir to Join Nasdaq! Will the Move Push it to $75? As Palantir makes its anticipated switch from the NYSE to the Nasdaq, the market buzz is undeniable. Analysts at Wedbush Securities have raised their price target to $75, fueling speculation on whether this shift could drive the stock to new highs. Let’s weigh both sides of the argument. 3 Reasons Palantir Could Hit $75 1. Inclusion in the Nasdaq-100 Joining Nasdaq is a calculated move by Palantir, likely aimed at meeting the criteria for inclusion in the Nasdaq-100. If successful, this could attract institutional buying from ETFs and index funds that track the index. The increased demand could provide significant upward
avatarGehlot
2024-12-28

Himax's WiseEye PalmVein:

$Himax(HIMX)$  ‌ Himax's WiseEye PalmVein: Revolutionizing Biometric Authentication for Battery-Powered Devices Himax's WiseEye PalmVein, a key component of its WiseEye AI module business, offers a groundbreaking approach to contactless biometric authentication. This innovative solution integrates Himax's WiseEye2 AI processor, an AoS CMOS sensor, and a proprietary palm vein authentication algorithm.   Key features and benefits include: Ultra-Fast and Power-Efficient: Authentication occurs in under 100 milliseconds while consuming minimal power (just a few milliwatts), making it ideal for battery-powered devices.   Enhanced Security: Palm vein authentication offers superior accuracy and robust liveness detection, significantly redu
Himax's WiseEye PalmVein:
avatarTigerOptions
2024-11-15

Why PLTR Remains a Compelling Hold Despite Its Meteoric Rise

I’ve been bullish on $Palantir Technologies Inc.(PLTR)$ for a while now, and with the recent surge in the stock price, it’s hard to believe how strong the momentum continues to be. Despite the significant rally in recent months, Palantir is showing no signs of slowing down, fueled by positive developments and increasing adoption of its AI-driven solutions across various industries. One of the standout pieces of news recently is Wendy’s adoption of Palantir’s AI technology to optimize its supply chain. According to a Bloomberg report, Wendy’s independent purchasing co-op began testing Palantir’s platform last year amid rising inflationary pressures and shrinking profit margins. The AI system has shown impressive capabiliti
Why PLTR Remains a Compelling Hold Despite Its Meteoric Rise
avatarOptionspuppy
2024-11-26

Why I switched my sell covered call price from $66 to $65

Observing Palantir’$Palantir Technologies Inc.(PLTR)$   Market Shift: A Strategic Adjustment Today, when Palantir (PLTR) was trading at $65.50, I felt an intense wave of analysis and intuition take over. With the stock climbing steadily, I initially held firm to my sell call at the $66 strike. However, I sensed that this rally might lose momentum, triggering a potential pullback to $64.80. This scenario required a swift yet calculated shift in strategy. My market awareness allowed me to seize the opportunity before the window closed.$Palantir Technologies Inc.(PLTR)$   From $66 to $65: Realizing Immediate Profit When the price movemen
Why I switched my sell covered call price from $66 to $65
avatarGehlot
2024-12-29

Archer Aviation Secures $430M

$Archer Aviation Inc.(ACHR)$  ‌ Archer Aviation Secures $430M and Launches Defense Unit in Partnership with Anduril Archer Aviation (NYSE: ACHR) has announced the formation of a new Archer Defense business unit, leveraging its existing eVTOL (electric vertical take-off and landing) technologies for defense applications. Key Highlights: Funding Secured: Archer has raised $430 million in new capital to support its defense initiatives and broader business goals. Exclusive Partnership with Anduril: Archer is collaborating with Anduril Industries, a leading defense technology company, to develop a specialized defense aircraft. CEO Remarks: Adam Goldstein, Archer’s CEO, described the defense unit as an extension of the company’s existing expertise
Archer Aviation Secures $430M
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