Calls of the Day: Palantir and QXO

01:14pm, Wednesday, 16'th Jul 2025
The Investment Committee debate the latest 'Calls of the Day' on Palantir and QXO
Palantir Technologies Inc. has a compelling story that justifies its valuation. But that doesn't mean this can't change, as PLTR's high valuation is driven by a compelling narrative, amplified by reta
Data software analytics stock Palantir Technologies Inc   (NASDAQ:PLTR) is up 0.9% to trade at $149.86 at last check, after an upgrade at Mizuho to "neutral" from "underperform," and a price-target h
A Mizuho analyst isn't ready to turn bullish just yet, but he abandoned his bearish call while writing that the company's “recent execution and momentum is stunning.”

Options Corner: PLTR "Stunning" Upgrade

09:19am, Wednesday, 16'th Jul 2025
Mizuho upgrades Palantir (PLTR) from underperform to neutral noting the company's "recent execution and momentum as stunning." Rick Ducat maps out the chart patterns taking shape after shares of PLTR
It's been another spectacular past year for shares of Palantir (NASDAQ:PLTR), which are now up a mouth-watering 418%.
Shares of Palantir Technologies (NASDAQ:PLTR) gained 6.43% over the past five trading sessions, continuing a rally that has seen the stock rise 114.59% over the past six months.
In the wake of Palantir (NASDAQ: PLTR) hitting a new record high of $150, a Wall Street analyst at Mizuho sees further upside for the American software giant, though with caution.
Despite trading at 97 times the firm's estimates for 2025 earnings, Mizuho says Palantir will continue to grow.

Palantir: What's Value Investing, Anyway?

05:23am, Wednesday, 16'th Jul 2025
I believe traditional value investors misunderstand Palantir, focusing too much on valuation while ignoring growth, narrative, and high beta market dynamics. I see Palantir as comparable to the Magnif
For the better part of the last three years, no trend has garnered more attention on Wall Street than the emergence of artificial intelligence (AI). The ability for AI-empowered software and systems t
The period is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.
As the S&P 500 moves more cautiously in 2025, two companies have distinguished themselves with impressive gains. Palantir (PLTR -0.40%), up over 90% on surging AI adoption, and NRG Energy (NRG -3.92%)
The three stocks in this analysis all look a bit mixed at this point in time, as the market is trying to sort out the Federal Reserve and its policy going forward. At this point in time, the stock mar

Dividend Investing Isn't All Sunshine

09:15am, Tuesday, 15'th Jul 2025
Almost all of my net worth is tied to my dividend investment strategy. Yet, at the same time, I fully realize that dividend investing is suboptimal (at least for some). In the article, I discuss the k
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