Category: Stock Trading
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Surf Air Mobility’s Q2 earnings reveal a company that’s not only improving operationally but also quietly building a software platform with the potential to completely reshape its industry. The market’s focus remains on the airline business, but if you read between the lines, the real story is emerging in the software division—one Wall Street is…
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At Italkstocks.com, we look for asymmetric opportunities—stocks that the market underestimates today but have the potential for exponential upside. Surf Air Mobility (NYSE: SRFM) is one of those stocks. While the company has been largely ignored, trading at a micro-cap valuation of under $100 million, we believe SRFM is positioned to be a category-defining player…
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As the Department of Defense (DoD) continues to emphasize data-driven decision-making, the importance of interoperability and real-time analytics in military operations has never been greater. Recognizing this, Palantir and Microsoft have deepened their collaboration to enhance the U.S. Army’s ability to integrate, analyze, and act on critical data. This partnership is a testament to the…
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This week, Palantir Technologies (PLTR) delivered what can only be described as its “DeepSeek moment,” mirroring the dramatic market response we saw with NVIDIA (NVDA) following the launch of the Chinese AI startup’s latest advancements. But unlike NVDA, which saw a surge in investor confidence, PLTR investors got a gut check as shares plunged from…
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Nebius Group (NASDAQ: NBIS) just delivered blowout Q4 and full-year 2024 results, yet the market still hasn’t fully caught on. If you’re looking for an under-the-radar AI infrastructure play, NBIS is it—and we’re long and strong on this one. The Numbers Speak for Themselves • Q4 2024 revenue: $37.9M (+466% YoY) • Core AI infrastructure…
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Yesterday, Palantir (PLTR) stock took a hit following news that Pete Hegseth, a key defense official in the Trump administration, has ordered the Pentagon to develop plans for an 8% budget cut per year over the next five years. The market interpreted this as a negative for defense contractors, sending PLTR and other defense-related stocks…
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Palantir Technologies Inc. (NYSE: PLTR) has taken a hit, dropping 9.69% in today’s trading session. For many investors, a drop of this magnitude sparks concern—should you sell, hold, or double down? If you’re invested in Palantir for the long haul, this is not a moment to panic. Instead, it’s a moment to reaffirm the bullish…
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Wall Street analysts have a history of misunderstanding Palantir Technologies (NYSE: PLTR), and Brent Thill from Jefferies is keeping that tradition alive. Despite Palantir’s 65% stock surge in 2024, a blowout Q4 earnings report, and a 30% revenue growth forecast for 2025, Thill still insists on pushing his ‘underperform’ rating. His latest argument? Palantir isn’t…
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The cloud computing landscape has long been dominated by the “Old Guard”—Microsoft Azure (MSFT), Amazon Web Services (AMZN), and Google Cloud (GOOGL). These hyperscalers have built massive, all-encompassing cloud platforms designed to serve every industry imaginable. While this generalist approach has worked well for decades, the rise of AI-driven workloads is beginning to expose inefficiencies…
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If there’s one thing the stock market and financial media can’t seem to get enough of, it’s Elon Musk. Whether it’s Tesla, SpaceX, X (formerly Twitter), or his latest venture into artificial intelligence, Musk remains at the center of the conversation. But lately, another name keeps popping up alongside his: Palantir Technologies (PLTR). The data…
