Group 1: Market Overview - The year has been favorable for many Nasdaq-100 stocks, with investors remaining optimistic about growth stocks despite concerns over a slowing U.S. economy and rising layoffs [1] - Technology stocks have particularly excelled due to ongoing optimism surrounding artificial intelligence (AI) opportunities [1] Group 2: Top Performers - As of December 15, the top-performing stocks on the Nasdaq-100 index include Micron Technology, Warner Bros. Discovery, and Palantir Technologies, with a focus on their impressive performances and potential for further gains in 2026 [2] Group 3: Micron Technology - Micron Technology has achieved a total return of 177% in 2025, driven by soaring demand for memory and storage solutions as tech companies invest in AI infrastructure [4] - The company is exiting its consumer-focused Crucial brand to concentrate on larger, more strategic customers, indicating a shift towards faster-growing segments with higher margins [5] - In fiscal 2025, Micron's sales increased by 49% to $37.4 billion, with net income rising from less than $800 million to $8.5 billion, and the stock is trading at an estimated 14 times its future earnings, suggesting it remains a strong buy [6] Group 4: Warner Bros. Discovery - Warner Bros. Discovery has seen a total return of 173% this year, primarily due to a bidding war involving Netflix and Paramount Skydance, rather than strong growth or improved profitability [7] - The company was initially planning to split up, but Netflix is attempting to acquire the larger Warner Bros. segment, which includes its streaming operations, catalog, and studios, while Paramount is bidding for the entire company [7] Group 5: Palantir Technologies - Palantir Technologies has experienced significant growth over the years, contributing to its status as a top performer on the Nasdaq-100 [8]

Palantir's Contract with French Intelligence - Palantir's claim of customer satisfaction and contract renewals by the French intelligence agency (DGSI) is disputed, as the agency intended Palantir to be a transitional solution [1] - France's National Agency for Security of Information Systems (ANSSI) expressed a desire to create a trusted French alternative to Palantir, implying a lack of trust in Palantir [2] - Palantir was initially adopted as an emergency measure following the November 2015 terrorist attacks [2] Attempts to Replace Palantir - Multiple programs were initiated to replace Palantir, including Programme Artemis (Ministry of Defense), the "GICAT" project, and the OTDH Tender (2022), indicating dissatisfaction with Palantir [3] - The Programme Artemis, involving Thales, Sopra Steria, Atos and Capgemini, is projected to take 15 years to develop a solution [3] - The OTDH Tender (2022), a formal procurement process by the DGSI, narrowed down to three finalists but did not result in a migration before the Paris 2024 Olympics [3] Security and Sovereignty Concerns - The primary concern with Palantir is the potential for coercion by the U S, where the U S could pressure Palantir to disrupt services if France takes a position adverse to U S interests [5] - France's control over the data but not the code poses a significant threat to sovereignty [6] - Palantir's software could be designed to subtly manipulate results, creating invisible and undetectable gaps in intelligence, which is unprovable without source code access [7] Pragmatism vs Ideology - The pragmatic approach is to avoid relying on code from a country that cannot be fully trusted for core intelligence infrastructure [9]

泡沫观察 2023 年 4 月沉寂后，伯里于 10 月底重返 X，发言集中在对 AI 历史性泡沫的担忧。 （原标题："大空头"伯里沉寂多年突然7周高频发声：做空英伟达、Palantir，押注AI泡沫两年爆裂!） 智通财经APP获悉，过去七周，一向神秘的迈克尔·伯里(Michael Burry)突然走到台前，就比特币、迷因 股、AI 热潮到美联储等话题接连发声。 这位因《大空头》出名的投资人，以往习惯在 X(原推特)上发一些简短难懂的警告，随后秒删，并销声 匿迹数月甚至数年。 如今，他彻底对外关闭自己的对冲基金，不再接受外部资金，把重心放在 Substack 上，写个人投资笔 记并分享财务分析。 这篇文章系统梳理了他在Substack平台发表的文章、X社交平台的动态内容以及近期与作家迈克尔·刘易 斯进行的那场播客访谈，从中提炼并归纳出其至今公开披露的核心观点与关键细节。 他称 OpenAI 是"我们时代的网景"，但账上正血流不止，并披露已押注英伟达和Palantir(PLTR.US)下 跌，预计 AI 泡沫两年内破裂。他建议，在热门资产上大赚的投资者应及时落袋。 据其Substack平台内容显示，在与作家迈克尔 ...

Palantir CEO Alex Karp has paid a record $120 million for a ranch outside Aspen, Colo., that was used for decades as a monastery. 🔗: https://t.co/B80zMhs3Rg https://t.co/Ugd61Oj8Ga ...

Core Viewpoint - Palantir Technologies has experienced significant stock price appreciation since its IPO, raising questions about the potential for a stock split as the share price approaches levels that may deter some investors [2][4]. Stock Performance - Palantir's stock price has risen from $7.50 at its IPO to approximately $179, representing an increase of over 1,790% since its first day of trading [1][2]. - The current valuation suggests that while the stock has performed well, it may not yet be high enough to justify a stock split [5]. Stock Split Considerations - A stock split could make shares more accessible to a broader range of investors by lowering the share price without affecting the company's fundamentals [4]. - Historically, stock splits have been associated with increased investor interest and bullish momentum [4]. Investment Outlook - For investors anticipating continued growth in Palantir's sales and earnings, purchasing shares now may seem appealing [6]. - However, buying shares solely in anticipation of a stock split may not be a sound strategy at this time [6]. - Notably, Palantir was not included in a recent list of top stock recommendations by The Motley Fool Stock Advisor, which suggests that there may be better investment opportunities available [7].

It has been less than three months since I published my last article about Palantir Technologies Inc. ( PLTR ) in mid-September. Similar to several previous articles, I was once again very bearish about the stockMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large ca ...

Key Points Palantir proved it can scale profitably. Commercial AI changed the long-term story. Palantir is evolving into a core AI infrastructure. 10 stocks we like better than Palantir Technologies › For years, Palantir Technologies (NASDAQ: PLTR) divided investors. Bulls saw a once-in-a-generation data platform with deep government ties. Bears saw a niche contractor with limited scalability and opaque economics. In 2025, that debate shifted meaningfully. Palantir didn't just ride the AI narrat ...

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I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

Key Points Palantir offers a unique AI software solution for enterprise. The company generates substantial free cash flow relative to revenue. Palantir’s competitive advantage suggests a long runway of growth. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) stock has experienced an impressive run, rising 2,700% since hitting its low point in 2022 and 575% over the past five years. The stock trades at a very high valuation, but I plan to hold shares indefi ...