$Advanced Micro Devices(AMD)$ AMD's 1-year return is around 164%, showing strong performance. The company is seeing significant growth in the data center segment, driven by high demand for EPYC processors.
$Palantir Technologies Inc.(PLTR)$ Anthropic might be big, but the military or the Pentagon doesn't really trust it as any kind of 'brain' for drone operations. Palantir, on the other hand, is already taking the military to the next level—with things like the Maven smart system for finding bad guys. Companies also trust Palantir with their secure data.
$NVIDIA(NVDA)$ Jensen, you've created much wealth for some, but at the same time, you've also created much bitterness and jealousy in others. I'm glad to say I'm the former. Thank you, Jensen.
$Palantir Technologies Inc.(PLTR)$ This war will cement Palantir as the global standard in commercial and government AIP. It's hard for me to believe it's not trading above $200 yet.
$Advanced Micro Devices(AMD)$ Goldman Sachs is calling tech stocks a rare buy. Their strategists note the sector is seeing its worst performance in 50 years, which actually presents a major opportunity for investors. Even with recent price drops and the war in Iran, underlying earnings for these companies remain strong.
$NVIDIA(NVDA)$ 's "Agentic AI" software signifies a fundamental shift from task-based automation, which follows instructions precisely, to goal-based execution, which determines how to accomplish an outcome.