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생성형 AI 우려 속 켄 그리핀(Citadel CEO)이 2분기에 엔비디아 지분 80%를 매도하고 팔란티어 주식을 늘린 점을 소개. 엔비디아는 Blackwell 칩 출하 지연 등 단기 리스크가 언급되며, 애널리스트 Gil Luria는 중립(목표가 $90)을 제시. 팔란티어는 미국 상업 매출 55% 성장 등 호실적과 Daniel Ives의 강세 전망(목표가 $38)이 소개되나 컨센서스는 보유 수준으로 언급됨.
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for more stock news updates remember to press the like button and subscribe with that being said let's get straight into the video as generative artificial intelligence technology continues to progress there is growing concern that many jobs could be at risk this groundbreaking technology offers a more efficient and cost effective alternative to tasks that have traditionally been handled by humans however not everyone shares this pessimistic view Ken Griffin the founder and a chief executive officer of Citadel is one prominent Wall Street figure who remains doubtful that artificial intelligence will surpass human capabilities in many areas Ken Griffin who has an estimated net worth of $37 B300 million expressed his skepticism according to Griffin there are certain scenarios where machine learning models may not be suitable such as navigating cars through snowy conditions or adapting to a world where regimes shift in the meantime Griffin has been adopting a different strategy compared to some of the biggest names in the artificial intelligence field during quarter 2 he made the decision to sell a significant portion of his Nvidia Holdings while simultaneously increasing his investment in paler shares now let's take a closer look at these companies and explore the reasons behind Griffin's recent moves with assistance from the tip ranks database we can also gain insight into how the analyst community on Wall Street views his decisions when discussing the artificial intelligence-driven rally that has fueled the current bull market Nvidia often comes to mind once primarily known as a manufacturer of Graphics processing units in recent years the semiconductor giant has firmly established itself as the Undisputed uted leader in artificial intelligence chips the reason for this is quite simple nvidia's chips are considered the best in the industry nvidia's success has been so remarkable that for a brief period earlier this year it became the most valuable company in the world in its fiscal quarter 1 nvidia's Revenue surged by 262.50 million the company's bottomline performance was equally impressive with adjusted earnings per share of $612 beating Expectations by 54 looking ahead nvidia's forecast for fiscal quarter 2 revenue is $28 billion plus or minus 2% compared to the streets estimate of 26 b840 million despite nvidia's impressive performance Ken Griffin does not seem inclined to wait and see if the company delivers another Stellar report at the end of the month on August 28th during quarter 2 he reduced his position by 80% selling 2,421 72 shares Griffin's move could be a strategic one suggesting that he believes nvidia's shares may have peaked and that the road ahead might not be as smooth as it has been over the past year and a half in fact the company recently encountered some challenges when the shipping of its new Blackwell artificial intelligence chip was delayed due to a design flaw da Davidson analyst Gil laua advises investors to closely monitor the situation laua believes the reported delays in Blackwell delivery are likely to be short-lived with limited impact but they do introduce a new wrinkle to nvidia's story Laura's approach is to expect record results for the remainder of the year however he adopts a more cautious outlook for subsequent years particularly in calendar year 2026 where consensus expectations seem to imply that nvidia's Mega cap customers will forever foro margin expansion the delay in Blackwell shipments May create a short-term disruption that needs to be carefully evaluated to avoid mistaking it for an inevitable Market cycle shift Laura takes a cautious stance as well rating Nvidia shares as neutral with a price target of $90 implying the stock could lose 27% of its value over the next year however Griffin and luria's perspectives are not widely shared on Wall Street nvidia's Stock holds a strong buy consensus rating based on a mix of 37 buys and four holds the average price target of $144.7 suggests that the shares could Rise by an additional 177% from their current level now shifting from one major artificial intelligence name to another let's talk about paler this company is also closely associated with the current artificial intelligence Trend and its stock has benefited significantly from the hype more than doubling in value over the past year paler is recognized as a big data analytics firm that provides software platforms to help organizations integrate manage and analyze large volumes of data however the company has been making a concerted effort to expand into the commercial sector this is where where artificial intelligence comes into play last year paler introduced its artificial intelligence platform a suite of tools and Technologies designed to streamline the development deployment and management of artificial intelligence models and applications the platform integrates various artificial intelligence functionalities such as machine learning natural language processing and data analysis enabling organizations to harness artificial intelligence capabilities more efficiently the product has been gaining traction as evidenced by palente recent quarter 2 report United States commercial Revenue increased by 55% year-over-year significantly surpassing its 45% guidance on the other end of the spectrum adjusted earnings per share of 9 cents slightly exceeded analysts Expectations by 1 cent looking ahead paler anticipates revenue for quarter three to fall within the range of $697 million to $71 million Which is higher than the consensus estimate of $680,000 Griffin appears to have been impressed by these results during Quarter Two he purchased 5,687 167 paler shares which are currently valued at over 176 million $100,000 paler also has a strong supporter in wed Bush analyst Daniel IES who praises the company's latest results as more use cases for Enterprise scale generative artificial intelligence Solutions emerge paler is gaining Traction in the broader artificial intelligence Revolution ivis sees this as a significant validation of palen's Outlook and its role in the artificial intelligence Revolution in fact IES is one of the most bullish analysts on paler with a price target of $38 implying the shares could appreciate by approximately 22% over the next 12 months paler stock holds a consensus rating of hold based on a mix of five holds six sells and three buys Additionally the average price target of $224 suggests a potential 28% decline in the year ahead in the end Ken Griffin the founder and CEO of Citadel is skeptical about the rapid advancement of generative artificial intelligence doubting that it will surpass human capabilities in the near future despite the current AI boom Griffin made bold moves during quarter 2 selling a large portion of his Nvidia shares while significantly increasing his investment in paler Nvidia has been a dominant player in AI chips but Griffin's reduction in his Holdings May signal caution about its future performance on the other hand paler known for its data analytic software has been gaining Traction in the commercial sector with its artificial intelligence platform leading to strong financial results in quarter two for more stock news updates remember to press the like button and subscribe with that being said I will see you in the next video
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