Source: Finchat

$PLTR (+2,14 %)

$NOW (-2,86 %)

$SPOT (+3,13 %)

$PANW (-0,45 %)

$SHOP (+0,64 %)

$CRWD (-0,45 %)

$FTNT (+0,86 %)

$ABNB (+1,41 %)

$COIN (+2,41 %)

$AXON (-2,03 %)

$RBLX

$NET (-1,17 %)

$HOOD (+1,71 %)

$TTD (+3,78 %)

$DUOL

$HIMS (+1,78 %)

$PLTR (+2,14 %)

📅 KW 16 / Status: April 14, 2025

Palantir Technologies is in an exciting market situation: the share price is showing short-term strength, but is coming up against technical limits. Fundamental stimuli such as NATO contracts and innovations in the AI sector are providing support. Here is a look at the current situation.

📊 Current market data

• Price (closing price): $92.62
• EMA20: $86.72
• SMA50: $92.64
• RSI (14): 46.48 (slightly below neutral)
• 52W High / Low: $125.41 / $20.33

➡️ The price is currently trading above the EMA20which is positive in the short term.

➡️ However, the price is practically exactly on the SMA50 linewhich could be a potential turning point.

➡️ The RSI at 46.48 currently signals a cautious market sentiment.

🔼 Resistance levels

• $95.00: Technically and psychologically important resistance.
• $100.00: Next price target on breakout above $95.
• $105.00+: Zone with increased selling interest from February-March 2025.

🔽 Support zones

• $88.00: First important short-term support.
• $86.70 (EMA20): Dynamic line for trend confirmation.
• $82.00 - $80.00: Solid area for pullback on market weakness.

🕒 Intraday-Tendenzen (14.04.2025)

• +0.10 % (5 min)
• +0.30 % (1 hr)
• +1.50 % (4 hours)
• ➡️ Intraday Palantir is stable with moderate upward momentum.

📰 Fundamental impulses & news situation

1. major NATO orders boost confidence

Palantir was able to conclude several contracts in the defense sector.

📈 Effect: Tailwind for the core business and institutional confidence.

2. technological innovations (AI & AIP)

The further development of the Palantir platform and the integration of AI-supported modules are meeting with a positive response on the market.

🚀 Effect: Potential for expansion in civil and industrial sectors.

3. market volatility remains a factor of uncertainty

The general uncertainty in the tech sector could lead to greater fluctuations - especially for high-growth stocks such as PLTR.

⚠️ Effect: Traders should expect setbacks.

🔮 Weekly outlook & valuation

• Expected range: $88 - $95
• Breakout scenario: Above $95 → Target at $100
• Critical: The price must well above the SMA50 ($92.64) establish itself
• News situation remains bullishbut technically it needs confirmation

📣 Conclusion

Palantir shows relative strength in the short term - supported by news on orders and product development.

A breakout above $95 could initiate a move towards $100.

However, as long as the price consolidates below this level, patience will be required.

Hey everyone,

I wanted to give you a brief update on my current situation and my depot:

I'm 18 years old, I'm graduating from high school this month and I'm starting my training with the federal police in September. I currently have €540 a month from my mini-job and an additional €540 half-orphan's pension.

As far as my portfolio is concerned, my previous crypto investments were deliberately intended as "play money". I am observing the market over the long term, but am not currently planning any further purchases in this area - more as a passive observer.

In terms of equities, I have concentrated on long-term savings plans. I currently invest €60 a month in each of the following PayPal, JD.com and Alphabet. The selection is deliberately long-term, with a focus on solid companies.

I have chosen JD.com as a Chinese addition - I would be interested to know what you think of this selection. Do you think there are better alternatives from the Chinese region or is it suitable for a little diversification?

After a short break, I will be investing exclusively via savings plans again from next month. It's important to me to invest capital consistently and maintain a certain discipline - especially now that the next stage of my life is about to begin.

I look forward to your feedback, especially on the question about the China addition!

All stocks except for $PLTR (+2,14 %) are down double digits. I can't do more than sit it out, but unfortunately I don't have any cash left to buy more. But I have invested €2450 this year.

Best regards

$ACN (-0,72 %)
$BAH (+2,41 %)
$CACI (+1,46 %)
$PLTR (+2,14 %)

Pete Hegseth is cutting back on cloud services and IT consulting. Industry giants such as Accenture and Deloitte are affected. The money would be better invested with veterans, for example, said the minister.

San Francisco. Large IT consultancies such as Accenture and Deloitte are facing a significant drop in turnover in the USA: according to several US media outlets, Defense Secretary Pete Hegseth has ordered the termination of several IT service contracts with a total volume of 5.1 billion dollars.

In addition to Accenture and Deloitte, contracts with the consultancy Booz Allen Hamilton are also affected. This emerges from a Pentagon memo issued on Thursday evening. The Trump administration wants to save more than four billion dollars. Hegseth subsequently confirmed the process in a video published on the X platform.

"This is a great day. We are signing a memorandum that orders the termination of $5.1 billion worth of Department of Defense contracts. [...] For ancillary services such as consulting and other non-essential services," Hegseth said in the video message.

He plans to cut four IT-related contracts, all of which, according to the memorandum, "could be performed more efficiently by the highly skilled members of our Defense Department workforce with existing resources."

According to the document, one example is an Air Force contract with Accenture for the resale of third-party cloud services. According to Hegseth, the Department will save 1.4 billion dollars by terminating this contract.

In the memo, the Secretary also calls for the termination of eleven other contracts across the Pentagon that include consulting services that "support diversity, equity and inclusion (DEI), climate, Covid-19 response, and non-essential activities." The department wants to reallocate the freed-up funds to "revitalize the warrior ethos, rebuild the military and restore deterrence".

"By the way, we need that money to spend on better health care for our warfighters and their families instead of business litigation consultants that cost $500 an hour," Hegseth said in his video.

Elsewhere, the memo instructs the Pentagon's chief information officer (CIO), in "coordination" with Elon Musk's Doge savings initiative, to prepare a plan within 30 days to "in-source" IT consulting and management services for the department's civilian workforce - that is, to bring them back in-house at the Pentagon.

Also within 30 days, the CIO is to draw up a plan to negotiate "the most favorable terms" for cloud services and software so that the Pentagon "pays no more for IT services than any other company in America".

It was noticeable that the IT company Palantir, which has particularly good relations with the new Trump administration, was not mentioned. The Pentagon and several US intelligence agencies are among Palantir's most important customers. The company also works with Musk's Doge initiative.

https://www.handelsblatt.com/technik/it-internet/pentagon-us-verteidigungsminister-hegseth-kuendigt-it-vertraege-im-wert-von-51-milliarden-dollar/100121024.html

Guys I have to laugh so hard right now and just think about this video:

https://youtu.be/9ssjwSrdh4A?si=CFXZbvYL3_H3RX_D

I just can't take what's going on here anymore 😂😂

$NVDA (-1,35 %)
$MSFT (-0,72 %)
$GOOGL (-1,34 %)
$AAPL (+1,76 %)
$PLTR (+2,14 %)

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1,41 %)

Alphabet $GOOGL (-1,34 %)

Amazon $AMZN (-0,36 %)

ASML $ASML (+0,02 %)

Axon $AXON (-2,03 %)

Cadence $CDNS (+0,52 %)

Constellation Software $CSU (-0,67 %)

Crowdstrike $CRWD (-0,45 %)

Fair Isaac $FICO (+0,61 %)

Hermes $RMS (-2,4 %)

Intuit $INTU (+0,36 %)

Intuitive Surgical $ISRG (+0,69 %)

Mastercard $MA (+1,7 %)

Meta $META (+0,27 %)

Netflix $NFLX (+3,89 %)

Microsoft $MSFT (-0,72 %)

Palantir $PLTR (+2,14 %)

Tesla $TSLA (+0,65 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0,85 %)

Costco $COST (+2,66 %)

Ferrari $RACE (+1,57 %)

Moody's $MCO (-0,03 %)

MSCI $MSCI (+0,94 %)

Transdigm $TDG (+0,23 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1,78 %)

Robinhood $HOOD (+1,71 %)

Roblox $RBLX

Shopify $SHOP (+0,64 %)

Spotify $SPOT (+3,13 %)

The Trade Desk $TTD (+3,78 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Today we are shopping big at $PLTR (+2,14 %)
$NVDA (-1,35 %)
$AMZN (-0,36 %) and co.

What are you doing?

Customs war special: winners, losers, outlook

Subscribe to the podcast to end the tariff war.

Spotify

https://open.spotify.com/episode/5Cr722K3NaLxspBot2mBNM?si=eORJfrQJR3eDLplP35EYxw

YouTube

https://youtu.be/QOXd_qExpKc

Apple Podcast

https://podcasts.apple.com/us/podcast/83-zollkrieg-spezial-gewinner-verlierer-ausblick/id1695869891?i=1000702108083

#trump
#donaldtrump
#zoll
#zölle
#tariffs
#sp500
#nasdaq100
#dowjones
$AMZN (-0,36 %)
$SBUX (+1,14 %)
$GOOG (-1,33 %)
$GOOGL (-1,34 %)
$NET (-1,17 %)
$PLTR (+2,14 %)
$VNA (+1,11 %)
$META (+0,27 %)

$PLTR (+2,14 %)

I am and will remain invested until further notice.

I am aware of the ethical problems with this company, but I justify this by the fact that the technology can be used just as well for just purposes as for authoritarian goals, and it is not yet clear which side Pltr will end up on.

Ethical investing:

An impossibility?

Overrated anyway?

Difficult, but possible?

https://youtu.be/KipDBa4bTl8?si=T415Os4r0_jPBZod