Palantir Stock Breakout Ahead Due to SHOCKING Deal!
Summary
TLDRIn this episode of Data Dispatch, the spotlight is on Palantir Technologies' finalized partnership with Oracle, expanding its AI platform's reach across Oracle's cloud infrastructure. The Federal Reserve's testimony to Congress on monetary policy and inflation is discussed, with market anticipation of interest rate cuts. Nvidia's surging demand and price targets are highlighted, driven by the launch of its new Blackwell system and hyperscalers' investment in AI chips. The video also touches on Palantir's technical analysis, emphasizing its bullish outlook despite high valuation concerns.
Takeaways
- 🤝 Palantir Technologies has finalized a partnership with Oracle, which will increase exposure to various industries.
- 📉 The Federal Reserve testified to Congress about monetary policy and inflation, with no significant market reaction or change in rate cut expectations.
- 💡 Nvidia continues to see increased demand and price targets, with the launch of a new Blackwell system expected to drive further gains.
- 📈 Palantir's stock (PLTR) is holding at 52-week highs, with technical analysis suggesting a potential run up into the 30s.
- 🔢 Earnings per share for Palantir are predicted at about 8 cents, with revenue at approximately 652 million dollars.
- 📊 High trading volume for Palantir at around 50 million shares, which may be supporting the stock's current price level.
- 📉 A spike in short volume for Palantir at 7.17 million, indicating potential large investor position changes at the 52-week high.
- 🤖 Palantir's collaboration with Oracle Cloud to bring AI innovation is seen as a step towards AI dominance in the market.
- 🚀 The AI boom is ongoing, with Palantir's technology deployment across Oracle's platforms seen as excellent for Palantir's growth.
- 💰 Mumu, the sponsor of the video, offers a one-stop trading app with free commission trading and powerful investment tools.
- 📉 Concerns about Palantir's high valuation and market cap over 61 billion, with some investors uncomfortable with the premium.
Q & A
What is the significance of Palantir Technologies' partnership with Oracle?
-The partnership allows Palantir's products to gain exposure to multiple different industries, enhancing their reach and potential for growth.
What does the Federal Reserve's testimony to Congress imply for the economy?
-The Federal Reserve's testimony indicates that there is a significant focus on managing inflation and the risk of moving rates too little or too late, which could weaken the economy.
What is the current market expectation regarding the Federal Reserve's interest rate cuts?
-The market expects about a 70 to 80% chance of the central bank cutting its main interest rate as soon as September, with at least two rate cuts expected this year.
Why is there a potential increase in demand for Nvidia's products?
-The launch of the new Blackwell system and the expected growth in AI demand, especially from hyperscalers like Google and Amazon, are driving the potential increase in demand for Nvidia's products.
What is the current technical perspective on Palantir's stock price?
-Palantir's stock price is holding at the 27s and sitting at 52-week highs, with the potential for a run up into the 30s and beyond, although there is a spike in short volume indicating some investors may be expecting a pullback.
What is the expected earnings per share and revenue for Palantir's upcoming earnings report?
-The expected earnings per share are about 8 cents, with revenue predictions at approximately $652 million.
What is the significance of Palantir's AI platform and AIP being available across Oracle's distributed Cloud deployment options?
-This availability positions Palantir to take a step towards AI dominance and increases its exposure via Oracle's cloud infrastructure, which spans multiple industries.
What is the current sentiment towards Palantir's stock valuation?
-There is a concern about Palantir's high valuation, with a market cap over 61 billion and high valuation multiples, which some investors find uncomfortable.
How does the article from Seeking Alpha view the potential future of Palantir's stock?
-The article suggests that despite the high valuation, the momentum behind Palantir's stock and its expansion into commercial segments could continue to drive growth.
What is Mumu and how does it relate to the video content?
-Mumu is a one-stop trading app offering free commission trading and powerful investment tools, which is the sponsor of the video content discussing market insights.
What are the implications of the high volume of Palantir's stock and its potential impact on the stock price?
-The high volume, around 50 million, could indicate strong market interest and potentially support the stock price at its current level, especially in correlation with the cup and handle pattern seen in the weekly charts.
Outlines
🤝 Palantir and Oracle Partnership Finalized
The video discusses Palantir Technologies' finalized partnership with Oracle, which is set to expose Palantir's products to various industries. The partnership allows Palantir's products to be integrated across Oracle's distributed Cloud deployment options, signaling a move towards AI dominance. The video also touches on Palantir's technical perspective, with the stock holding at the 27s and sitting at 52-week highs, suggesting a potential run-up into the 30s and beyond. Earnings predictions and high trading volume are highlighted, alongside a spike in short volume, indicating possible position flipping by larger investors. The collaboration with Oracle Cloud is seen as a bullish sign for AI demand and market expansion.
📈 Palantir's Growth and Valuation Concerns
This paragraph delves into Palantir's business expansion, particularly its government and commercial segments, and the company's reliance on the Titan contract as a significant revenue source. It also addresses Palantir's high valuation and market cap, which some investors find concerning. Despite this, the market's bullish sentiment on Palantir's future earnings and growth potential is strong, leading to a high valuation that some investors are willing to overlook. The Federal Reserve's testimony to Congress is also mentioned, with the market expecting little change in interest rate plans and a continued focus on inflation risks.
🚀 Nvidia's AI Demand and Market Momentum
The final paragraph focuses on Nvidia, highlighting the launch of its new Blackwell system and the expected continuation of AI demand driving further gains. Despite challenges in the auto sector, particularly in China, traditional service demand is improving. Analysts are raising their price targets for Nvidia, with hyperscalers like Google and Amazon poised to invest heavily in computing infrastructure, increasing demand for Nvidia's AI chips. The video concludes by asking viewers for their thoughts on Palantir's potential breakout to the 30s and the current market situation.
Mindmap
Keywords
💡Paler Technologies
💡Oracle
💡Monetary Policy
💡Interest Rate Cuts
💡Nvidia
💡AI Innovation
💡52-Week Highs
💡Earnings Per Share (EPS)
💡Volume
💡Short Volume
💡Valuation
Highlights
Palantir Technologies finalizes partnership with Oracle, expanding product exposure across multiple industries.
FED's testimony to Congress on monetary policy and the economy's inflation, with market reactions and expectations discussed.
Nvidia's continued demand and increasing price targets despite challenges in the China auto sector.
Palantir holding at the 27s and sitting at 52-week highs with potential for a technical run up into the 30s and beyond.
Earnings predictions for Palantir at about 8 cents per share with Revenue at approximately 652 million.
High trading volume for Palantir at about 50 million, indicating market interest and potential for holding at current levels.
A spike in short volume for Palantir at 7.17 million, suggesting larger investors may be adjusting positions.
Palantir and Oracle Cloud's AI innovation collaboration, making the fouy platform and AIP available across distributed Cloud deployments.
AI boom in the market with Palantir gaining significant exposure through Oracle's cloud infrastructure.
Mumu, the trading app sponsor, offering free commission trading and investment tools for market decisions.
Seeking Alpha article discussing the potential for Palantir's rally to continue, despite short volume increases.
Palantir's government and commercial segment expansion, highlighting the Titan contract as a significant revenue source.
Long-term bullish perspective on Palantir, with applications having limitless capabilities and use cases.
Concerns about Palantir's high valuation and market cap over 61 billion, with a premium that may deter some investors.
Future earnings reports as a gauge for Palantir's high valuation, with expectations of positive and bullish outcomes.
FED's lack of guidance on interest rate plans, maintaining market expectations for rate cuts in September.
Nvidia's new Blackwell system launch and its potential to drive further gains in the AI chip market.
Analysts' price target for Nvidia increasing to $150, with hyperscalers like Google and Amazon investing heavily in computing infrastructure.
Transcripts
ladies and gentlemen welcome back to
data dispatch I hope you guys are having
a wonderful day let's talk about number
one paler Technologies finally finalizes
their partnership with Oracle which what
this means is that this allows peners
products to gain exposure to multiple
different Industries we're going to be
getting into the details about what this
means and also everything you need to
know regarding this partnership on top
of that we have the FED that had its
first first day testifying to Congress
talking about remarks on monetary policy
and what's been happening with the
economy regarding inflation we're going
to be talking about the pro what the
probability is of the first interest
rate cuts and really how the market
reacted and what they're expecting and
what's going to be happening for the
rest of the week we also need to be
talking about Nvidia because we're
continuing to see demand and even price
targets that are still continuing to
increase so if you're a new or returning
viewer hit that like button subscribe
for daily videos and of course I'm not a
financial adviser I'm just collecting
all the data and dispatching it to you
pop it up on the screen here quickly
talking about palente here in terms of
technical perspective holding at the 27s
and this is really cool to see
especially as pltr is sitting at these
52 week highs we're seeing some cooling
off at this area we're not seeing this
pullback yet now the question is will we
see a run up here technically up into
the 30s and even Beyond we have earnings
that is expected to come in about a
month earnings per share predictions are
at about 8 cents per share Revenue at
about 652 million we talked about this
before what we're seeing though is
volume that is continuing to be high at
about the 50 millions and this could be
a good reason why palent tier is holding
at this level of course in correlation
with this cup in handle pattern that
we've seen being set up especially the
weekly charts are looking incredibly
attractive one thing that I do want to
point out though we do have a spike in
short volume that did come in today
total short volume at
7.17 million so we could have some
bigger investors that are starting to
possibly flip their position here at the
52 weeks High expecting a little bit of
a pullback but this isn't necessarily
always a bad thing what we're seeing
here short sale ratio at about 12% now
let's talk about what we do know about
the paler and the or Co cloud and
bringing AI Innovation with this
collaboration now remember of course
they announced their collaboration in
their partnership but what happened
today is that they announced that the
fouy platform in AIP that they recently
released last year are available across
all of its distributed Cloud deployment
options this includes popular Oracle
Cloud infrastructure and paler are on
watch today along with Oracle in light
of this news and with this important
development we seeing here is a step
that they are both taking into
artificial intelligence dominance and I
couldn't agree anymore with that
statement that paler now has a ton of
exposure via Oracle clouds
infrastructure and what's happening with
plar pltr is that investors are really
agreeing that this news is very bullish
for the AI demand as we continue to see
that expansion across that has been
growing within the market ladies and
gentlemen we're in the middle of an AI
boom I don't think anybody can disagree
with that statement right there now
we've seen pltr why this really matters
is because like I said having this
technology deployed across oracles
platforms is excellent for pal Ander and
that the tech giant really spans across
multiple Industries helping it steadily
over the past year now the moment
momentum is likely to continue and this
is really coupling with what we've been
seeing along with this interesting
article talking about how this rally
still appears to continue to ride let's
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Mumu down in the description back to the
video and what this means here as
tempting as they say this is a Seeking
Alpha article article talking about as
tempting as it is to sell this is why we
possibly could have saw it with a short
volume increasing talking about this
article on the basis of rioting the r
and we see number one the re
acceleration into the governmental
business we saw this with the Titan
contract this is just a prime example
which really shows you that this is
still a very trustworthy and incredible
Revenue source for paler to rely upon on
and as they continue to expand into the
commercial segments via this boot camp
style this is where we're starting to
see paler that is continuing to expand
the products that they can offer and
that's just what we talked about in the
Oracle deal that's a prime example right
there how boot camps have been very
lucrative for
pltr now one of the big things here a
multi-year investment that's the way
that I personally see pltr not in a
short-term trade I always am looking at
these stocks on a longterm bullish
perspective of course we analyze in the
short term when you have um earnings
coming up when you have different types
of news inflationary news and things
like that which we'll get to in a minute
but what we see with pltr is that these
applications really do have Limitless
capabilities and use cases the fact that
pltr is really doing a great job
bringing utility to AI I think is one of
the most key key important factors that
is helping to bring expansion and growth
to this individual stock and keeping up
with the market
momentum one thing that we do need to
live with and I can't agree with this
anymore and it's one of the biggest
criticisms for paler stock is its
valuation and the big concern here for
paler isn't so much as fundamental risk
but it's more about the valuation
concern and of course people are
slightly uncomfortable with its
valuation what we see with current
shares and at market cap over 61 billion
now what we're seeing here is very high
premiums we see right here fiscal year
Revenue and pal Anders valuation
multiples at
21.5x and a lot of companies don't have
such high premiums compared to Pal Ander
Technologies but as we see this
basically a lot of people and kind of
where I'm sitting right now are really
willing to foro the usual inclination
about timing purchases and basically
Holding On For the Long Hall and because
with the momentum that's behind pltr I
think this is kind of throwing the whole
value with ation and for those value
Valu valuation oriented investors
throwing that all out the door and one
of the big things that I always talk
about is that future earnings reports
are usually a very great gauge of how
highly valued a stock is what we've seen
for the previous several quarters now
for payter Technologies is that a lot of
people are always expecting very
positive and bullish earnings so of
course if everybody is on the train that
we're going to see increase Revenue
momentum and stock price and blah blah
blah blah blah blah blah blah blah blah
blah everything going to the green of
course it's going to have a high
valuation so that's just something
they're going to have to live with if
people are going to be getting that and
kind of getting their feet that way with
pal here now let's talk about what we
did see in terms of the testimony today
and that is after the Federal Reserve
here came in front of Congress we didn't
see much changes in the market
expectations and and that's just because
basically he really offered kind of
little guidance on the fed's plans on
really when it's going to lower interest
rates the market is still continuing to
have their same expectations and there's
going to be about a 70 we've seen also
from other sources 70 to 80% chance that
the central bank is going to cut its
main interest rate as soon as September
and we have that same 70 to 80% chance
so we're going to see at least two rate
Cuts this year now what we did see here
the FED coming out basically saying that
you elev um elevated inflation is the
only risk that they face in the
testimony and also talking about
specifically what they say is that they
just don't want to move rates too little
or too late warning that basically each
scenario could weaken the economy they
basically want to time it right and this
is really not surprising the market at
all and that's really I don't think why
we saw a lot of volatility with this
testimony however this still continues
tomorrow number one and CPI data for
June comes out on Thursday so those will
other be different Market variables now
talking about Nvidia the stock price
talk you know talking here Nvidia of
course is exploding one of the big
things is the launch of the new
Blackwell system this is going to be the
next line of
semiconductors that will be basically
taking over the h100 chips as far as my
knowledge goes and we have these
different lead sector analysts right
here saying that the AI demand is going
to continue to drrive further gains back
and this is going to happen even as we
see China in auto sector demands that
are starting to struggle to gain
momentum get this call coupon out of
there what they say here indicates that
traditional service demand continues to
improve and basically what they're
saying is with price Target changes
we've seen this going up to about 150
bucks now a lot of analysts are starting
to agree with that and with these
so-called hyperscalers right now Google
Amazon they're pois to spendable 92
billion dollar this year alone building
out their massive Computing
infrastructure of course they're going
to be looking at Nvidia for those
artificial intelligence chips so I'm not
seeing any signs of slowing down there
interesting interesting things on the
table what do you guys think about this
Oracle kind of cealing the deal in this
partnership with this great bearish
bullish article where do you see pltr do
you think a breakout to the 30s is
possible here and this kind of
establishing a little bit of a cooling
off of the 27s not a bad thing peace out
catch you guys later and have a great
day
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