Rich Habits 对 $PLTR 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 2 条
2026-09-18看涨
《AI Safety Fears, Fed Rate Hikes, & Airbnb's $250M Housing Fund》
PLTR与Nvidia的主权AI合作是积极信号,因为它解决了企业数据安全方面的担忧。

Palantir和英伟达正在悄然孤立Anthropic。The Information本周报道称,Palantir向Anthropic施压,要求其做出最终保证,在允许其模型访问Palantir的企业软件之前,不会保留任何数据。

Palantir and Nvidia are quietly isolating Anthropic. The Information reported this week that Palantir pressured Anthropic for final assurances that no data would be retained before allowing its models access to Palantir's enterprise software,

与此同时,Palantir和英伟达于9月10日加强了合作,打造他们所称的“主权AI架构”,将英伟达的开源NemoTron模型与Palantir的Foundry和AIP平台相结合,使所有敏感数据完全保留在客户内部。

Meanwhile, Palantir and Nvidia strengthened their partnership on September 10 to build what they call a " sovereign AI architecture," combining Nvidia's open NemoTron models with Palantir's Foundry and AIP platforms, keeping all sensitive data entirely within the client's walls.

2026-09-15看涨
《When Should I Take Profits From Investments as a High Earner?》
PLTR 被视为已成熟的公司,适合长期持有,已从高风险的卫星仓位转变为核心长期持仓。

Nvidia、Palantir、Reddit 等等。我的计划是长期持有这些标的。

Nvidia, Palantir, Reddit, etc. My plan is to be a long-term holder of those names.

我们在 Palantir 或 Robinhood 或许多这类其他标的上看到,它们上上下下、左左右右,还绕圈子。

we saw with a Palantir or a Robinhood or, you know, a lot of these other names, they've go up, down, left, right, and in circles.