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Another standout stock in Ives’ portfolio is Palantir Technologies. With its stock having skyrocketed over 300% in recent years, Ives metaphorically referred to Palantir as the “Messi of AI,” alluding to its potential as a market leader. He opined that Palantir could become “the next Oracle,” projecting its stock could soar to between $100 and $125 as it expands further into enterprise markets.
Ives credited Palantir’s unique positioning in government and military contracts alongside its nascent enterprise offerings for its bright outlook. The combination of AI capabilities with enterprise applications is expected to generate long-term value, solidifying Palantir’s standing in the tech landscape.