ショート
Palantir Outlook
Sell target ~$34, re-evaluate again at ~$20, likely between spring and summer in 2025.
OpenAI is now going to be taking a share of defense contracts, a change of strategy for them that puts them up against Palantir.
On top of this Palantir is willing to limit earnings in the near term to pick up longer term corporate customers, but any sign of recession in 2025 will likely result in cancelled projects.
OpenAI is now going to be taking a share of defense contracts, a change of strategy for them that puts them up against Palantir.
On top of this Palantir is willing to limit earnings in the near term to pick up longer term corporate customers, but any sign of recession in 2025 will likely result in cancelled projects.
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免責事項
これらの情報および投稿は、TradingViewが提供または保証する金融、投資、取引、またはその他の種類のアドバイスや推奨を意図したものではなく、またそのようなものでもありません。詳しくは利用規約をご覧ください。