Category: Stock Trading
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It’s been quiet here for too long. Five months without a post — that ends today. I’m bringing back Italkstocks with a new series: the hottest stock ideas on my radar, updated constantly. No fluff, just the names moving the market and why. Here are the 5 hottest stocks I’m watching right now. 1. Palantir…
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There’s a real problem in today’s market, and it showed up clearly in Palantir Technologies. A high-profile investor, Michael Burry, pushed a comparison that sounds dramatic but breaks down under even basic scrutiny. He pointed to Anthropic’s “$30B revenue” and compared it to Palantir’s ~$5B, creating the impression of a massive gap. But those numbers…
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Most software companies sell subscriptions. You pay a fixed amount every year, and the company only makes more money if it signs new customers or raises prices. That kind of growth is slow and limited. Palantir works differently. Palantir Gets Paid When Things Actually Improve Palantir’s software is used to run real operations, not just…
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Italkstocks, we focus on identifying inflection points where market perception lags structural change. Lumen Technologies is one of those situations. We have initiated a position in LUMN because we believe the company is transitioning from a legacy telecom narrative to an AI infrastructure story that the market has not fully priced in. Lumen currently generates…
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Markets periodically reward stories instead of businesses. Few examples illustrate this better than Luminar Technologies. In December 2020, during the height of SPAC mania, Luminar shares peaked at approximately $627, driven by enthusiasm around autonomous driving narratives rather than sustainable earnings or cash flow. At the time, the company lacked durable profitability, rendering traditional valuation…
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At iTalkStocks.com, we pride ourselves on identifying companies where the market is asleep to the real story. Surf Air Mobility (NYSE: SRFM) is one of those rare opportunities where the disconnect between price and potential has become impossible to ignore. After reviewing the company’s latest earnings report, we are reaffirming our long-and-strong stance and believe this is the moment…
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We added more shares of Palantir (PLTR) today. Our conviction hasn’t changed — it’s stronger than ever. Palantir keeps proving it’s more than a U.S. defense contractor. A new KEDGlobal article shows the company expanding into Asia’s tech and telecom sectors. This is the next phase we’ve been waiting for — real global growth. At…
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At ITalkStocks.com, our goal is to help everyday investors make smarter decisions without getting lost in financial jargon. That’s why we created the Long and Strong Stock Evaluator — a custom GPT that tells you in plain English whether a stock looks “Long and Strong” or “Not Strong.” Just type in any stock ticker symbol, and the evaluator will break down the…
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Wall Street loves chasing shiny new toys. Right now, the hot trend is IPOs and flashy AI startups like OpenAI and Anthropic raising billions at crazy valuations. But here’s the secret: the real money doesn’t stay with those startups. It flows straight into the pockets of three giants—Palantir, Nvidia, and Oracle. These are the profitable…
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At Italkstocks.com, we’ve been bullish on both NVIDIA (NVDA) and Palantir (PLTR) for the long term. NVIDIA dominates the AI hardware world, with its GPUs powering nearly every frontier in artificial intelligence, while Palantir brings unmatched expertise in data integration and operational AI through platforms like Foundry. Each is a powerhouse on its own, but…
