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팔란티어가 AI 인프라 투자(스타게이트) 수혜로 강세 흐름이며, 웨드부시 댄 아이브스의 목표가 상향(75→90달러)을 근거로 단기 80달러 돌파 가능성을 제시. 실적 발표(2/3) 전 컨센서스 상향 추세와 시장 전반의 AI 랠리·금리 인하 기대를 언급. 일부 자산(Tempest 등) 상승 사례도 언급.
다듬은 글
ladies and gentlemen welcome back to data dispatch I hope you guys are all having a wonderful day we're going to be giving you guys a quick summary on what's occurred in the market today and specifically with palent tier Technologies we're continuing to see a lot of buying pressure after a very large paler Bowl comes out and a reliable one though comes out with a new price Target that could be pushing pal and tier past $80 here in the near future possibly by pre-market tomorrow in addition we're continuing going to see a lot of projects being announced regarding a tital wave of AI spending across the board we got some big things occurring in the market some statements from the new Administration that we need to go through lots of details and Kramer even comes out with a tweet on X so before you get too far thank you guys for joining in on the community hit that subscribe button of course not a financial adviser I'm collecting all the data and dispatching it to you now pop it up on the screen here paler Technologies currently is at 7921 where paler was at Market close was at$ 7898 uh number one look at this reversal that paler has had since the 64 remember people were saying waiting for the 50s waiting for the 40s looks at that opportunity never came we see paner that has a great reversal right here and I'm anticipating a lot more buying pressure in my own opinion due to the sentiment and kind of the psychology that's around AI stocks right now right as we speak and palente here could possibly be entering back into the 80s testing even all-time highs here in the near future at 8480 now before we get into the details and what we've been seeing across the media Kramer comes out saying nothing can stop paler nothing 5 hours go that might just ruin the opportunity to touch the80s last time he came out with a statement paler had a py a pretty big drop um for the reverse Kramer Theory uh we'll see if this continues I hope not now talking about the actual news what we're seeing for paler uh AI tital wave spending Palante of the Forefront of that and with Trump Administration with the Stargate initiative that's about 500 billion 100 billion UPF front for funding for all these different types of AI projects AI Technologies and AI Solutions palente tier has close governmental ties and we've seen the numerous governmental contracts over the previous few quarters so I think this is only a benefit for pal Ander regarding Stargate now one of the big things is that Dan IES here from wed Bush comes out and actually raises his price Target from paler to $90 per share from 75 specifically saying that the company is going to be a core winner in the trillions of AI dollars spent over the next few years in that paler which builds platforms and enables companies and government agencies to process huge amounts of data is likely going to benefit from this AI infrastructure product project now I completely agree with that that palente tier right now is in this sweet spot and the fact that paler is continuing to be on the Forefront of the news and a leader and having a Competitive Edge in the products that they do offer this price Target from Dan IES is not completely out of the ballpark and the fact that he's actually a fourstar rated here by tip ranks and closely followed a lot of people are listening to I so the fact that he's reiterated the buyer rating here in the shares while increasing his price price Target is very bullish for this stock in particular and he even noted that AIP has a significant opportunity in both commercial and governmental markets and which correlates to a substantial Revenue growth potential now talking about earnings that's the next big thing on palen te list that's going to be happening after the Bell on February 3rd on February the 3rd earnings per share is estimated to be at 11 cents correlated with a revenue of 776 million we've seen 13 earnings per share revisions in the bullish Direction in the last 90 days and since the start of the quarter all 13 top rank analysts that cover the name have found to revise the estimates higher now looking at the fundamentals the chart we know paler is very highly valued when paler starts coming down in price you start to to see a lot of Articles a lot of bearish potentials or bearish uh perspectives that all talk about palent valuation hey it's finally catching up to it uh it's been disconnected we know that paler is overvalued but right now there's a lot of momentum into the market and that's why in the short term here I could see paler popping up over the 80s agreeing with Dan IES on this push that we're seeing in the General market looking at some of these other stocks you even have Pelosi like we've talked about with Tempest getting a large push here Tempest was just at 35 bucks here just about a week ago so the fact that we're seeing these AI stocks that are starting to go crazy Big Bear AI up to 420 now that was in the twos and the 3es you've seen lots of different stocks people starting to talk about AMD if they get more involved with AI anticipating them to possibly get up into the 200s by the end of the year we're seeing a lot of bullishness across the board with all these tech stocks and what you see for the market right here is the S&P 500 and the broader Market is continuing to do very well yesterday we talked about the whole broader markets up 3.5% already year to dat and the S&P 500 Index is up .5% just the day now some of the big reasons that we're seeing here is that Trump said on Thursday in a a virtual address to the world economic Forum that he actually would demand interest rates to drop immediately and he also asked the Saudi Arabia to lower the price of oil which actually pushed crude stocks into the red short-term treasury yields they actually fell following Trump's comments and we're seeing excitement about potential tax cuts deregulation under the Trump Administration as well as signs of resiliency in the economy there's a lot of resiliency in the economy of course tariffs that's an uncertainty we'll see what happens with that and talking about interest rates he can't really make Direct Control of interest rates but the market likes to hear this kind of stuff and I'd agree with that because we've already seen some disappointment with what the anticipation for interest rates are remember that they were anticipated to be about four this year the FED came out saying hey with the resiliency in the economy in the economy now looking at about two so the fact that Trump is saying he's going to try to make some pushes for lower interest rates Wall Street is really liking this you're also starting to seeing the fourth quarter earn earning season that is kicking off strong especially here with Netflix and the big Banks which will be important for the next Administration and with deregulations the big banks are going to continue to probably do well uh the big Banks offering very positive reports that we're seeing so earnings are looking well a fresh start here and also in addition to that you also have Trump talked about you know with the Saudi Arabia to lower their oil prices in a call today the Saudi Crown Prince say that the kingdom intends to invest $600 billion into the US during this call now he wants to invest 6 billion in the United States over the next 4 years years 600 billion and comments came here that he put a price tag on returning to the kingdom as his first foreign trip now some of these comments here are continuing to come in conjunction with the project of Stargate a lot of people are starting to criticize saying hey where is all that money going to come from if we're in such a deficit how are we going to actually provide that how is the government going to provide $500 billion going into AI related solutions to Technologies however there a lot of the companies involved uh like we've seen with SoftBank like we've seen with uh open AI chat GPT that are going to be working to provide investment funds for building these AI data centers so with building out these AI data centers with market share in the anticipation with how much money is going to be coming into the market and specifically into AI stocks in particular that's where paler is going to continue to experience a decent amount of bullishness we're also seeing other stocks that we covered before Sofi doing very well you can see this finex stock is up about $18 I think Sofi is going to continue to climb most likely due to the fact that the market is expecting and even a lot of the big banks are expecting deregulation and less control from the government we're also going to see if interest rates reduce that is bullish for the banks being being able to lend out more money more interest and actual loans and more retailers coming into the banking system that's more revenue for these Banks fintech looking at Sofi is starting to have a Competitive Edge and offer a lot more technological opportunities within the banking system compared to a lot of the traditional Banks so that's where I can see Sofi possibly even pushing past 20 here in the next few days regardless a lot lot of the valuations that are a big concern right now for more of those value oriented investors unfortunately I think there's just too much excitement behind that for those types of investors a lot of momentum continuing to push into the market here in the short term continuing to see bullishness that is my prediction paler Crossing 80 I think that could happen in the short term we'll see what happens what do you guys make of all this what's your opinion on paler Dan IES with the new price Target the other stocks we talked about and the broader Market peace out take care and I hope you guys all have a very wonderful day
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