03/15/2025, 01:00 PM UTC
Palantir:市场反弹前终于迎来买入时机(升级)Palantir: Finally, Time To Buy Before The Market Rebounds (Upgrade)
1. Palantir科技公司投资者最近经历了40%的暴跌,但该股票在过去一年中仍上涨了超过200%;2. Palantir正成为越来越突出的主要国防承包商,有志于领导国防部的人工智能转型;3.鉴于国防预算的巨大规模,Palantir的机会可能尚未得到充分考虑,这证明了看涨乐观的合理性;4.文章讨论了新的、可能更具危险性的全球地缘政治秩序为PLTR的长期主导地位奠定基础的可能性;5.鉴于PLTR的下行空间在最近买家涌入以遏制暴跌时得到支撑,作者认为现在是时候大量买入。1. Palantir Technologies Inc. investors have experienced a recent 40% crash, but the stock is still up more than 200% over the past year; 2. Palantir is becoming a more prominent prime defense contractor with ambitions to lead the DoD's AI transformation; 3. Given the massive scale of the defense budget, Palantir's opportunities may not have been fully contemplated, justifying the bullish optimism; 4. The article discusses the potential for a new and potentially more dangerous global geopolitical order to set the stage for PLTR's dominance for some time; 5. With PLTR's downside observed to be supported as buyers rushed in recently, the author argues it's time to finally load up.---
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