WillWilliam James

MS and GS Turn Bullish! Is Tesla's Robotaxi Ready for Takeoff?

Today, NVIDIA (NVDA) closed at $141.22, up 2.8% in a single day, with its market cap soaring to $3.45 trillion, surpassing Microsoft to reclaim the title of "world's most valuable company." This isn't luck—it's the result of NVIDIA capitalizing on the AI wave to reap the biggest rewards.NVIDIA's profitability is truly staggering. In its latest fiscal quarter, revenue hit $44.1 billion, up 69% year-over-year, while net profit approached $20 billion, a 26% increase. Its most lucrative segment, the "data center" business—which specializes in providing chips for AI training—contributed $39.1 billion, accounting for an ever-growing share. This solidifies its position as the "undisputed leader" in AI infrastructure.Despite the sharp rise in its stock price, many worry it's overvalued and due for a correction. While valuations aren't cheap, many institutions remain bullish. For example, investment bank Jefferies has named it a "top pick," with a price target of $175, projecting future gross margins above 70%—a near-unprecedented level in the hardware industry.So, what should ordinary investors do? It's simple:If you believe in the AI industry as a long-term trend, NVIDIA is a stock worth watching.But if you're a short-term trader or feel uneasy about the rapid gains, avoid chasing the rally. Instead, wait for a pullback to buy gradually or use dollar-cost averaging to enter the market.In summary, NVIDIA is no longer just a chip company—it's a "critical infrastructure provider" for the AI era. Short-term volatility is inevitable, but in the long run, its technological edge and market position may still have room to grow.

AMD 最近领涨芯片股，是否会冲击 140 美元

$ Palantir Tech.USRecently, the news of Musk and Trump "splitting" has caused a market reaction. In the past, these two "big shots" in the tech and political circles had a good relationship, but recently it is said that after a private meeting, they parted ways unhappily, and Musk clearly stated that he would not support Trump. This "breakup" indirectly drew investors' attention to another key player—Palantir (PLTR). Why? Because this company is deeply tied to the Trump administration, its main business is providing big data analysis and AI decision platforms for governments, military, and intelligence systems, essentially "helping people see what others can't."During Trump's administration, Palantir secured many large contracts. Now, if he is likely to return, Palantir naturally becomes one of the "political market" beneficiary stocks. Data shows that since the end of 2024, Palantir's stock price has soared over 140%, breaking through $130 in May 2025. Some Wall Street analysts call it a "quasi-military giant in the AI implementation field." At the same time, it is also accelerating the expansion of commercial clients, covering healthcare, manufacturing, and finance, gradually reducing its reliance on the government.The key is that it is not a "shell company" hyping AI concepts. Palantir's products have been deployed in real-world scenarios such as the Ukrainian battlefield, border intelligence, and healthcare. CEO Alex Karp also stated that the company pursues long-term strategic advantages rather than short-term profits. Although its current valuation is high, and there is even controversy about "overdrawing the future," this precisely reflects the market's recognition of its long-term value.I believe Palantir is a rare "certainty + policy theme" dual-driven stock at present. It benefits from political expectations and has the ability to implement technology, making it a very promising growth stock. However, one must be cautious of the uncertainty of political transitions and high volatility, suitable for investors with judgment and the ability to withstand pressure. In the long run, commercialization speed and profitability remain key observation points.In summary: **Palantir is not a "sure-win" stock, but it is currently one of the most story-driven and certain quality stocks worth deep tracking.** Suitable for those with clear thinking and rational judgment, rather than blind followers.