저자: CoachInvestor · 외국인
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팔란티어 주가는 실적 발표 후 고점 대비 약 20% 하락해 8달러대에서 50일선 부근에 있다. 실적 발표(DNX 언급) 후 200일 이평선 돌파 여부가 중요한 변곡점으로 제시됨. 정부·국방 클라우드 인증 확대 등 호재가 있으나 주가 반응은 보장되지 않음. 새 AI 플랫폼(AIP)을 발표했고 군사·제약 등 산업 전반에 적용 예정. 다른 사이버보안 기업도 유사 기능을 제공하므로 팔란티어만의 차별성은 제한적이라고 평가.
다듬은 글
hey everyone coach investor backed on our video for today and back with a palantir update because with all the AI hype out there there's one stock one company that hasn't really been moving that much in recent weeks maybe even months and if the movement was there it was obviously on the downside now if we look at the graph since that pop on earnings day the stock is down around 20 and it was done much more back in the mid March right now we're standing just under the 20 and just over the 50-day moving average at around eight dollars now as times goes by and we stay in that eight dollar range we might see a big movement during DNX earnings report because the 200d moving average comes down we start forming it let's call it base ish here at eight dollars and then if earnings comes in much better than expected we can go and Pierce through the 200-day moving average extremely crucial since last time as you can see we did not stay there for long well over it now when it comes to AI right now right semiconductor companies like Nvidia MD and even Intel have gone up significantly lately we've talked about Intel not so long ago video will be in top right corner C3 AI it was a whole stick around that company as well when your ticker symbol is AI well you're bound to get some attention but when it comes to palantir a company that has been dealing with real AI that has been working with and developing products of AI not just the word AI because lately things that are automated linked with data everybody links it directly with AI should we remind ourselves AI artificial intelligence human intelligence artificial intelligence try to replicate as close as possible to what human intelligence can be so everybody that's out there and doing automations data collecting whatever you want to call it and suddenly that becomes AI well unfortunately and as Alec carps keeps saying these companies are usually companies that are here for the hype and some of them are just PowerPoint companies now surely remind ourselves where balance your stance when it comes to AI last year palantir ranked number one worldwide in artificial intentions software study in market share and revenue and this is above the likes of Microsoft Amazon and so on and so forth of course we've talked about this on this channel if and if you've been following Planet here for a while you know about this now more recently again good news for palantir does not mean that the stock will actually move one bit on the upside but more recently we've had a volunteer and Microsoft partnership expansion when it comes to the cloud so they achieved fedramp authorization and accreditation to support workloads at US Department of Defense DOD impact level 4 and Department of Defense impact level 5 on Microsoft Azure doesn't stop there they're aiming to support impact level 6 through multi-cloud service integration again great news when it comes to Partnerships great news when it comes to the reliability of palantir as a platform obviously partner Hub here or expanding the Strategic partnership with one of the best and biggest companies around now of course next up I will have to talk about their new platform that they announce what it means why it's different and what we can expect but also maybe some misunderstanding when it comes to well what other companies can also do right now when it comes to AI because of course palantir has a huge I would call it fan base but it's not a sport or anything where investors here are not fans of anything the company the the stock doesn't know we are owning it right so we don't owe it anything it doesn't owe us anything either management owes us some explanations when things don't go according to plan now with the whole tensions right now between the US Taiwan and China of course remains to be seen how a company like palantir I would call it take advantage of it but the same thing with what is happening with Russia and Ukraine right now usually you start seeing more attention going to palantir more money flowing in because it is proving that its product is working and is helping our allies now before we go and look at a huge Catalyst for the stock if you enjoy this type of videos leave it a thumbs up subscribe if you have not would really appreciate that and if you want to support me even further do check out the links down in the description and helping comment to get the top 10 best talks to buy now or go to full.com for slash couch investor so the biggest Catalyst that a stock could get these days is this so Arnie tweeted out great stop stack go subscribe to that so Jim Cramer is the best Catalyst for a stock when he's negative you should be bullish when he's positive you should be bearish so here it says palantir is not a real company I think that paneteer is a series of press releases I mean the guy W's all around anyways up next we have the new platform so bending artificial intelligence to our Collective will a letter from dco it's a pretty long letter so I'll try and summarize it as fast as possible and then touch on some crucial points so palantir will be releasing a new platform called artificial intelligence platform or AIP that combines machine learning Technologies with large language models or llms for customers across commercial and government sectors the IP will require foundational data platforms that enable the imposition of legal and ethical constraint as well as regulatory requirements governing the use of data because lately of course we've had that letter that goes out for a pause in AI development because some people including Steve Wozniak and Elon Musk among others I believe it was Stephen Wozniak I'll correct it if I'm wrong a pass on AI because things are moving extremely fast right now and maybe we don't really have our seat belts on because well when you look at Google and Microsoft they're really pushing it to the Limit and maybe maybe they aren't thinking about some ethical issues at the moment probably they're saying hey if there are some we'll fix it later on because I think Congress has made it pretty clear right now that when it comes to regulating big Tech well they're not in the business as of today so continuing here the AIP will also allow the imposition of ontology on data ensuring that such data reflects the structure of the real world now for those of you that don't know what Anthology is so ontology refers to a branch of philosophy that deals with the nature of existence and reality now in computer science and information technology ontology refers to a formal representation of knowledge or concepts that defines the relationship between different entities and how they relate to each other in other words it is a way of structuring information that reflects the real world and the relationship between different object Concepts and categories and this is also one of the points where palantir differentiates itself with other AI let's call it companies maybe even just basic llms as well because as we have actually seen and I've shared this on this channel some of these llms are full of it and they don't even know it or maybe they do know it but hey someone that's reading it might not know it and so continuing here the palantir plans to release the platform to companies across sectors including Aviation manufacturing energy banking mining pharmaceutical and Automotive Industries the first version of AIP is currently under development and will be available to strategic Partners in the coming weeks additionally the company believes that the employment of these technologies will be transformative in the commercial and Industrial context now they give us some example here so they say here an intelligence analyst working for an Allied nation in Europe for example my prompt AIP as follows so if you're familiar with chat GPT you know how this works which of our special forces units are closest to enemy tanks position and have sufficient supplies of Javelin missiles to mount an offensive and which specific tanks on the battlefield are most vulnerable to attack by the way this is a prompt that probably someone in Taiwan right now or around it might use then they talk about the commercial industrial context so a scientist searching for a New Drug at a large American pharmaceutical company for example might ask the following which of our project's candidate drugs is predicted to be the safest for human use and we have the capacity to scale up production for a clinical trial of those drugs imagine if this was possible back at the end of 2019 beginning of 2020 and Lasting and this is a response to calling for a pause in AI development and they make a very very strong point here again to pause our current efforts however would be to indulge in the fantasy of a world without conflict the application of these newest forms of artificial intelligence have been and will continue to be determinative on the battlefield others can debate the merits of proceeding with the development of these Technologies but we will not stand while our adversaries move ahead it's it's very very true in the west we think about ethical stuff we think about the value of human lives other parts of the world don't really care that much so if in the west we start pausing with those developments in AI which are game changing right they are changing the world it's changing the world each and every day so if the West suddenly says hey let's pause here let's see what type of Regulation documentation we can come up with in the meantime our enemies are working full steam ahead which is clearly not what you want anyways moving on to another topic that I've heard some people talk about and that's the fact that what palantir has been working on this or with artificial intelligence real artificial intelligence building a platform a couple of platforms actually thanks to it working with government working with commercial proving to the industries that it is working that you can be more efficient that you can save millions and millions of dollars now with AI of course the question comes in and people say oh planeteer is the only company out there that can make sure that within a company only specific employees can ask specific questions or have access to specific documents or information now we've talked about several companies on this channel that deal with cyber security and I can tell you that this is the basic of the basic stuff all right for example varonis we talked about this a long long time ago this is one of their products offering making sure that some documents are not available some things some software some products that they're offering or some divisions let's call it are not accessible to some employees and you can also follow the crumbles right like Helsing Gretel you can follow along if something was printed if something was sent by email looked over by someone that shouldn't really be looking there it's all documented it's not just palantir that can do this no a lot of cyber security companies offer these Services it's really the basics of the basics so for those that are saying that oh only panettier can handle this type of things fortunately that's just incorrect but yes overall not many companies around actually deal with real world AI problem solving lots of companies are as Alex says just PowerPoint companies and I have to agree again overall the stock palantir will do what it will do I just want to see the company focus on execution focus on selling its software because right now it's unfortunately the worst environment but best environment for them to start accelerating growth I think we can all agree on that but of course do share your thoughts down in the comments below if you enjoyed this type of videos leave it a thumbs up subscribe if you have not and I'll see you all in the next one bye
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