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Hello viewers, this is Haejubu TV. Today, I would like to discuss the top 3 promising US stocks: Lucid, IonQ, and Palantir. The first company I mentioned is Lucid, a large corporation with a market capitalization of about 13 trillion won. As a company engaged in the electric vehicle business, it is judged that significant future growth is expected.
Accordingly, I can emphasize that while it would be ideal if the stock price rose to the previous level of $20, we can also leave room for a range that goes beyond that to the peak of $40 to $50. Currently, the market capitalization is around 13 trillion won, but we can expect it to reach 40 to 50 trillion won in the future, which is why I am recommending it as the first promising stock.
The electric vehicles this company manufactures are very luxurious cars, specifically high-end sedans. They have swept most awards, and the company is firmly establishing itself in the US electric vehicle market with a luxury image. The company continues to operate by selling three models: the Purring, Grand Touring, and the Grand Touring.
While many people are willing to purchase these cars, the problem is that production is extremely difficult and logistics are challenging. Due to issues, there were instances where products could not be supplied as quickly as they were produced. Therefore, I believe the primary challenges Lucid must address are logistics and production.
However, I assess that the company is capable of overcoming these issues, and I can predict that corporate growth will follow. Setting aside these problems, the company is developing more models to move beyond them, and the launch of an SUV is imminent. Since they are currently conducting actual road tests, further improvements in these areas and the development of numerous products suggest that while they are currently facing production difficulties, these issues can be resolved to some extent in the future.
Furthermore, it is predicted that Lucid will continue to develop autonomous driving technology. Observing the various sensors installed in the vehicles, it appears they will improve the hardware aspects through future software updates. Additionally, they have established factories in two locations: the United States and Saudi Arabia.
Some factories are already completed, while others are under construction in the United States. It is believed that they plan to produce 155,000 units through these facilities. Of course, they may face significant difficulties in logistics and production as they are currently doing. Nevertheless I believe that if they continue to expand their logistics and logistics capabilities and make efforts to resolve issues through relocation, they will be able to overcome many of the challenges to a significant extent.
Furthermore, this company possesses the capability to produce all electric vehicle-related parts within its factory. Since it can assemble electric vehicle inverters and powertrains within a single facility, I believe it holds significant advantages compared to other EV companies. Therefore, Lucid can be emphasized as a promising company capable of continued growth and development.
Next is IonQ, a quantum computing company. I believe there is a high probability that IonQ's stock will rise further in the future. However, even when compared to EV companies, its market capitalization of around 2.8 trillion won is not considered particularly high. I also think that despite quantum computing being an industry that will receive tremendous attention in the future, it may be slightly undervalued compared to EVs.
Specifically, if quantum computing is fully developed and commercialized, this company Since I believe the market capitalization could rise to between 10 and 12 trillion won, I can recommend IonQ as a promising stock as the second choice. Recently, the stock price has risen significantly, which may feel a bit burdensome.
However, for those who bought a large amount in the $5 range, it is a very positive situation, and if the price continues to rise, a tenfold return will likely happen quickly since they bought at $5. However, I can say that the current market capitalization of around 2.8 trillion won at the $15 level is not a bad price.
Specifically, the company is developing an ion-track quantum computer; while there is no 100% guarantee that this method will succeed, it is known to have significantly fewer errors in terms of accuracy and information processing compared to other companies. Therefore, I can say that IonQ has the potential to become a promising stock and company as it continues to advance quantum data.
The development has been divided into about three stages, and we predict a market of approximately 450 to 850 trillion won in the final stage. Also, regarding the modular architecture, the current form of the quantum computer is Although it is very simple, we plan to move toward a model form to dramatically improve performance.
Therefore, if all forms are achieved and the number of "Cupids" in the quantum computer continues to increase, we estimate that 1,024 qubits will be reached by 2028. If around 1,024 quantum Cupids are achieved, I would like to emphasize its role in solving problems related to chemistry and optimization.
Through this, revenue could be generated at a level currently impossible to estimate; I believe it is entirely possible to open up the possibility of at least 10 to 20 trillion won. In that case, it would no longer be a company with a market capitalization of 2.8 trillion won. I strongly emphasize this point and can also say that Lee Yong-kyu is a promising prospect.
Currently, regarding the quantum computers being developed by Lee Yong-kyu at IonQ, there are two products currently in use: Aria 1 was created in 2022, and Aria 2 was created and is in use in 2023. Therefore, it is practically possible to access the quantum computer online. As a result, Ionkyo ioq has made this system available for public use, so I believe that a significant amount of programming is already underway.
It is predicted that as its performance further develops, a larger market will continue to open up. Finally, regarding AI, I would like to recommend Valantir Technologies. When it comes to promising AI stocks, one cannot leave out Valantir Technologies, which has been around for 8 years. This is because AI will continue to be used in the future, and I believe that among companies in the AI business, those with unrivaled technological capabilities will be able to preempt the market.
Therefore, since AI is ultimately a battle of technological prowess, I believe that companies that acquired the technology from the beginning will rise significantly. It is a company with a market capitalization that has already reached 30 trillion won. Nevertheless, because the AI market will continue to be pioneered, I believe it could quickly rise from 30 trillion to 50 trillion won.
Since the stock price previously rose from the $40 range to $35, if it rises just fivefold from the current $7 range, it could reach those previous levels. I would like to explain this point. Therefore, even from a genius perspective, a 40% return is I evaluate Palantir Technologies as a promising company because it is an investment opportunity with high expectations.
The AI-related businesses currently being conducted by Palantir are also continuously developing. In particular, since they are currently utilizing AI in the Segrid and large-scale language learning models, I believe Palantir remains highly promising in the field of learning going forward. Therefore, I can evaluate positively the fact that they are building platforms that can be directly applied to business and demonstrating how AI is actually utilized.
Furthermore, since they plan to apply AI across almost every industry—including AI plus machine learning, Edge Eye, energy, anti-bunny, and rendering— the market is vast, and I can emphasize that Palantir has the potential for global growth. Consequently, I believe that both the defense and business sectors will continue to grow, leading to continued revenue increases.
In fact, the earnings growth from 2022 to 2023 was approximately 23%. It is projected to increase and earn approximately 337 billion won this year. Since the total quarterly earnings are 337 billion won, it is estimated that the company will generate over 1 trillion won in annual profit. Therefore, I assess that the growth rate is extremely steep.
I believe there will continue to be demand in the defense sector, and since I anticipate that general businesses will adopt AI across the board, I believe that although Palantir is currently a very heavy company with a market capitalization of just 30 trillion won, it has the potential to rise two or three times.
So today, I have selected three promising US stocks to recommend: Lucid Eye Q, Palantir, and [the company name]. Of course, no one knows what kind of performance these companies will achieve or how much they will grow over time, but given that their respective business fields— specifically electric vehicles, computer science, and artificial intelligence—remain crucial for the future, I believe these companies deserve to be highlighted to our viewers. This has been Haejibu TV; thank you for watching. Thank you
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