I have sold my last 500 pieces $PLTR (+2.44%) sold.

Sometimes you have to stop when it's at its best.

Due to the rise of $AAPL (+4.38%) the last few days, I am back in the black and have been considering reducing my position significantly or closing it completely and investing it in $PLTR (+2.44%) and put it into

What do you think?

It's about time

A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.

✅ = already available

👀 = on the watchlist, interesting in terms of price soon

❌ = not yet interesting in terms of price at present

ETF selection

• FTSE All World ✅ = Global basis, broadly diversified. $VWRL (+0.39%)
• 
  MSCI World Tech ✅ = Focus on innovative technology stocks.
• Defense USD 👀 = Stability through defense and security.
• FTSE High Dividend 👀 = Dividend-oriented addition.

Single stock focus

Energy & commodities:

Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (-0.13%)
$CVX (+1.3%)
$XOM (+0.65%)
$RIO (+0.95%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0.4%)
$SREN (-3.15%)
$SLHN (-0.3%)
$HNR1 (-3.72%)
$MUV2 (-6.56%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0.93%)
$BRO (+1.17%)
$MMC (+0.07%)
$V (+1.44%)
$MA (+1.95%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0.03%)
$AAPL (+4.38%)
$GOOGL (+2.45%)
$PLTR (+2.44%)
$NVDA (+1.03%)

Health & consumption:

Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2.5%)
$NOVO B (+4.43%)
$ZTS (+0.3%)
$KO (+0.03%)
$WMT (+1.02%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2.75%)
$BMW (+1.07%)
$MBG (+2.54%)

Cryptos

• XRP ✅ $XRP (+1.25%)
• 
  RENDER ✅ $RENDER (+3.89%)
• 
  Bitcoin (BTC) ❌ $BTC (-0.35%)
• 
  Solana (SOL) 👀 $SOL (+2.63%)
• 
  Ethereum (ETH) ❌ $ETH (+4.72%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

Wedbush makes a clear announcement: the AI revolution has begun. Analyst Dan Ives sees tech giants such as $MSFT (+0.32%) Microsoft, $NVDA (+1.03%) Nvidia, $GOOGL (+2.45%) Alphabet, $TSLA (+2.75%) Tesla, $META (+0.8%) Meta and in particular $PLTR (+2.44%) Palantir as the main beneficiaries of a gigantic investment cycle. Over two trillion US dollars are expected to flow into AI technologies by 2028. Palantir is described as the flagship of the movement. The company is impressing with its strong growth in the commercial sector, massive AI adoption by public authorities and its role as a provider of operational decision-making intelligence. Microsoft is also driving the transformation in the cloud and data center sector with Azure AI. Nvidia is providing the technical basis for the infrastructure with its chips, while Meta and Alphabet are dominating with their own AI models. Against this backdrop, the question almost automatically arises as to which of these companies can build up the greatest strategic lead in the long term and whether this lead has already been fully recognized by the market.

Source: wallstreet-online.de, AI revolution begins: Wedbush sees Microsoft, Palantir and co. as tech stocks of the AI future (08.08.2025)

📈 New purchase - CapsoVision

I am with CapsoVision an innovative MedTech company that is setting new standards with its 360° capsule endoscopy. No external recorder required, full perspective - and already FDA-approved & in use in the USA.

💡 Why this investment?

• Technological advantage compared to traditional solutions (e.g. PillCam from Medtronic)
• Already cooperating with Pentax Medical
• Focus on early detection & diagnosticsa megatrend in the healthcare sector
• Low market capitalization (~180m USD) with a lot of upside potential

🚀 Vision:

If CapsoVision reaches USD 50-100m sales in the medium term, a multiple in the share price is possible. In the long term I see 10-25 USD+ per share as realistic - depending on market penetration and access to capital, of course.

I think: exciting small cap story with disruptive potential - What do you think?

👉 Do you know the company? How do you rate the opportunities & risks?

Please leave your opinion!

#aktien
#investieren
#MedTech
#CapsoVision
#SmallCap
#langfristig
#innovation
#getquin
#medizin
#medizintechnik
#pharma
#medical
#zukunft
$NOVO B (+4.43%)
$PLTR (+2.44%)
$AMD (-0.69%)
$NOVN (+0.83%)

When we talk about Palantir ($PLTR (+2.44%) ), many people immediately think of "big data", AI-supported analysis platforms and, most recently, the hype surrounding artificial intelligence. However, one key sector in which Palantir is still almost unrivaled is often underestimated: the fight against crime and terrorism.

🧠 What is Palantir doing in this area?

Palantir was originally developed together with the CIA ("Gotham" project) - with the aim of evaluating complex amounts of data from intelligence sources, police files, social media, financial movements or even drone missions in real time.

Today, Gotham is used by police, the army, border guards, intelligence services and counter-terrorism units worldwide.

Examples:

• Police: LAPD, NYPD, Metropolitan Police (UK), Federal Criminal Police Office (BKA)
• Secret services: CIA, NSA, GCHQ, BND
• Military: US Army, NATO, British Ministry of Defense
• Border protection: Homeland Security (USA), Frontex, Europol

🔐 Why is Palantir almost unassailable here?

Feature

Significance

Data integration

Unstructured + structured data (camera, chat, audio, GPS, authority files) in one platform

Operational use

Can be used in ongoing operations - not just for reports afterwards

Security clearances

Approved for "Top Secret" deployments - hardly any other provider fulfills this requirement

🏁 Is there any competition at all?

In this sector? Hardly.

The usual tech giants such as Microsoft ($MSFT), AWS ($AMZN), Google ($GOOG), Snowflake ($SNOW) and Databricks provide excellent cloud and AI solutions - but not for operational use by the police or military.

🕒 Is Palantir even catchable?

In the civilian cloud business, yes - e.g. through Databricks or Snowflake.

But in the area of fighting crime, intelligence services, defense?

No - at least not in the next 5-10 years.

For political reasons alone (trust, confidentiality levels, security-critical infrastructure), governments rarely rely on "newcomers".

The only realistic challengers are:

• national in-house developments, e.g. France's ChapsVision
• or long-term funded European projects to decouple from US services

But that is what is needed:

• Time (at least 5-10 years)
• a budget in the billions
• and experienced staff - which is currently almost exclusively at Palantir

The price/sales ratio (P/S) relative to sales growth is a one-dimensional view, but nevertheless provides a good initial overview:

Table = sorted in descending order by market capitalization

Which companies do you see as having the greatest potential in the next 5 years?

$PLTR (+2.44%)

$NOW (-0.07%)

$SHOP (-1.63%)

$SPOT (+2.84%)

$PANW (-0.4%)

$CRWD (-0.55%)

$CSU (-0.34%)

$HOOD (+3.84%)

$RBLX

$ABNB (+0.47%)

$COIN (-1.08%)

$FTNT (-1.86%)

$NET (-1.56%)

$AXON (-2.48%)

$TTD (-13.67%)

$RDDT (+0.02%)

$DUOL

$HIMS (+1.7%)

$BMBL

$NOVO B (+4.43%) 29,50€

$UNH (+2.5%) 230€

$TSLA (+2.75%) 400€

$MSFT (+0.32%) 385€

$PLTR (+2.44%) 69€

$HIMS (+1.7%) 35€

$NVDA (+1.03%) 130€

$DRO (+2.6%) 1,49€

$RHM (-2.87%) 1750€

$LMND (+6.07%) 24€

$OSCR 9,89€

$MUV2 (-6.56%) 599€

$ASML (+1.08%) 549€

$MC (-0.38%) 401€

Subscribe to the podcast to keep Palantir rocking.

00:00:00 Palantir

00:41:30 SoFi

00:57:20 Axon

01:13:30 Trade Desk

01:25:30 Seasonality

Spotify

https://open.spotify.com/episode/0c2kriyQ6tVAtm0uJJ3YE8?si=S7h-CKf4QsS2hLS-Ekxu7g

YouTube

https://youtu.be/kfkuOnXQ1Ds

Apple Podcast

https://podcasts.apple.com/us/podcast/106-palantir-sofi-axon-trade-desk-saisonalit%C3%A4t/id1695869891?i=1000720805067

$PLTR (+2.44%)
$SOFI (+0.37%)
$AXON (-2.48%)
$TTD (-13.67%)