
Palantir's Crystal Ball: Cloudy Says Citi
Hmm Palantir eh? Sounds like something a sorceress cooked up. Citi's saying they're neutral on this one mostly 'cause of the price. Says they like the magic inside but ain't sure if the potion's worth the coin especially if those big contracts turn out to be duds. Like finding out a griffin's nest is just a pile of leaves. Always disappointing. Place of power gotta be. Gotta draw from it.
Nvidia: Still Top Dog But Where's the Bark?
Nvidia now there's a name with some heft. Morgan Stanley's still keen even if their big Paris bash didn't have any earth shattering news. They're jabbering about Europe catching up quantum whatsits and robot brains. Seems like the world's gone mad with progress. I prefer a good Roach reliable and doesn't require patching every other week. Wind's howling.
Oracle's Prophecy: A Bullish Rebirth?
Oracle aye? They're saying Oracle's got some grand plans in the works. Barclays reckons their Q4's gonna be a real eye opener convincing everyone they can hit those 'ambitious' targets. Sounds like someone's been hitting the Fisstech a bit too hard. I'll believe it when I see it. Promises are often as hollow as a noonwraith's laugh.
Amazon: Delivering the Goods (and AI)
Bank of America's got their eyes on Amazon apparently smitten with their new AI tricks. Using magic mirrors and satellite whatsits to map out deliveries. Sounds like something a dwarven engineer would concoct. Still faster package delivery? Maybe they can finally get my White Gull order right. Damn it.
DoorDash's Secret Sauce: Ads Ads and More Ads!
Ah DoorDash. Bank of America seems to think they're sitting on a gold mine with their ad platform. More adverts eh? Like I need more reasons to drown my sorrows in ale. Still if it means they can deliver a decent plate of goulash to my hovel without me having to haggle with a Bruxa I'm all for it. Medallion's humming.
Joby: From Overweight to Just Plain Heavy
Joby some fancy flying contraption got knocked down a peg. Cantor Fitzgerald says they're too expensive now. After a nice run of coin you gotta be put back to Earth. Like when you bet on a horse and it goes lame at the finish line. Well damn...
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