$PLTR is executing, rivaling $NVDA in the AI bull market. 引用[2]
$PLTR secured $1.6B in new RPO contracts in 90 days. This platform is primed for agentic AI integration into enterprises. 引用[3]
$PLTR emerges as the bellwether for enterprise AI, guiding 61% revenue growth in 2026. Market positioned for slowdown (low-40s), but robust U.S. commercial growth (137% YoY, 115% guided next year) suggests early stages. 引用[4]
SpaceX acquiring xAI integrates rockets, satellites, comms, and AI. This vertical play aligns with Elon’s vision to scale AI compute beyond Earth’s physical limits. 引用[6]
The xAI merger with SpaceX, valuing the entity at $1.25 trillion (est. $527/share), likely tackles xAI’s intense cash burn. A massive high-tech conglomerate across AI, space, and communications is forming. 引用[7]
Elon Musk’s vision: ~1M tons of satellites annually, each with ~100 kW compute. This could add ~100 GW of AI compute yearly (scalable to ~1 TW), potentially surpassing Earth’s cumulative compute capacity. 引用[8]
Hesitation costs. If a stock catches your eye, buy a small initial position (e.g., 5 shares). It caps loss if it dips and builds confidence for future runs. 引用[1]
Silver miners-to-silver ratio is at historical lows. Miners appear undervalued, even as silver trades above $50/oz and producers stay profitable. 引用[5]