This article is machine translated
Show original
Plantir $PLTR The price is about to touch the 50-week EMA. The 50-week EMA is likely in the 145-148 range. The intraday low has already broken through 148, but the closing price is still above 150. The stock price has entered a "mid-term decision zone".
This decline occurred against the backdrop of a general correction in software stocks.
SAP's pessimistic outlook for its cloud business, and the subsequent drop in ServiceNow's stock price after the release of its financial report, triggered a chain reaction across the entire sector.
The stock price is showing significant weakness ahead of next week's earnings report. This seems particularly unusual given the recent escalation of geopolitical tensions. After all, this should be his time to shine.
I was planning to buy the dips, but now I've decided to wait a bit longer to avoid a repeat of the Oracle debacle.

Previous company introduction $PLTR

Fiona
@
07-10
从这篇文开启一个新的频道:101个股票标的
会介绍一些我看好/持有/研究中的美股标的,不构成投资建议,因为很多股票都在历史高位,美股的波动性也很大。但是希望这个系列可以帮助我和大家一起找到更多好的公司,多一个理解和看世界的角度。
今天要介绍的是 Palantir $PLTR


Major Government & Defense Contracts
1️⃣U.S. Army ($10 Billion, 2025): A 10-year enterprise agreement to consolidate 75 separate contracts into one, providing a comprehensive framework for AI and software needs.
2️⃣U.S. Navy ($448 Million, 2025): A contract to modernize the nuclear submarine supply chain using AI, specifically designed to fix shipbuilding bottlenecks.
3️⃣UK Ministry of Defence (£240M - £750M+, 2025/2026): A massive, direct-award contract to enhance AI-driven decision-making, intelligence, and targeting for the UK military.
4️⃣Pentagon/Maven ($795 Million, 2024/2025): Expansion of the Maven Smart System contract to bolster AI capabilities for national defense.
5️⃣French Intelligence (DGSI, 2025): A renewed, long-term contract reinforcing Palantir's presence in European government security.
Significant Commercial & Industrial Deals
1️⃣HD Hyundai ($Hundreds of Millions, 2026): An expansion of their partnership to deploy AI across heavy industry, with a focus on speeding up shipbuilding by 30%.
2️⃣NHS England (£420 Million): A high-profile, multi-year deal to develop a nationwide health data platform.
BP (5-Year Deal, 2024): A strategic partnership focused on leveraging AI for energy operations.
3️⃣Rio Tinto (Renewal, 2024): A multi-year extension to use Palantir's AI platform for mining operations.
4️⃣Wendy's (2024): A partnership focused on AI and supply chain digitalization.
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content





