📚 Learn & Grow

Space for recent market news, resources, blogs, and tips for investing in US stock market.

*Semiconductor Stocks Hit by Renewed U.S.-China Tensions *

Chipmakers like Nvidia and Broadcom fell after reports the U.S. may revoke waivers allowing them to supply technology to China. The VanEck Semiconductor ETF declined 1%, dragging the tech-heavy NASDAQ lower.

Looks like the U.S.-China tech tensions are heating up again. Nvidia and Broadcom taking a hit isn’t surprising, but it’s a reminder how fragile the chip supply chain still is. Curious to see how long these waivers will actually stay in place, feels like this could get worse before it gets better.

Meta Platforms (META) introduced advertising on WhatsApp for the first time.

Ads will now appear in the Updates tab, a space already drawing 1.5 billion daily users. The company also unveiled three monetization tools, channel subscriptions for exclusive content, promoted channels to raise visibility, and ads in Status to give businesses a spotlight for their offerings.

It will boost revenue by a lot in my opinion

Apple executives have held internal talks about buying AI startup Perplexity

Such a deal would help Apple develop an AI-based search engine, part of efforts to cope with the potential loss of a longstanding arrangement with Google. That partnership makes Google the default browser on devices, generates roughly $20 billion a year for Apple, but is now under threat from US antitrust enforcers.

https://fortune.com/2025/06/21/apple-internal-talks-takeover-ai-startup-perplexity-google/

Latest list of companies with over $10b in revenue and a 10% growth rate sorted by P/E ratio

Tesla stock pops nearly 10% after ‘foundational’ robotaxi launch in Austin

Glad that I had bought some just recently. Tesla looking strong in the next 10 years.

Amazon is doubling down on prime day. What do you think about amazon overall. Is it good idea to bet on it right now? or should be concerned about other players.

:bar_chart: Palantir (PLTR) for long term investors

Palantir isn’t your typical tech company. It’s a data analytics powerhouse that works with governments and enterprises on mission-critical intelligence, defense, and AI-powered decision-making. But is it worth a place in your long-term portfolio?

:mag: What Makes Palantir Unique?

:brain: First-mover in AI + Defense + Big Data
They’ve been doing AI before it was cool—especially in defense, security, and enterprise use cases.

:classical_building: Sticky Government Clients
Deep, long-term contracts with the US Army, CIA, and others. Once in, it’s hard to replace them.

:briefcase: Commercial Segment Growing
Finally seeing real growth in private sector deals (US commercial revenue up 40%+ YoY).

:chart_with_upwards_trend: Potential
:rocket: AI integration with their platforms (Foundry, Gotham, AIP) positions them to scale in the AI-first world.
:earth_africa: Global instability makes their defense offerings more relevant than ever.
:moneybag: Profitable and free cash flow positive—a rarity among growth tech.

:brain: Bottom Line for Long-Term Investors
Palantir is not a meme stock—it’s a long play on defense-tech + AI enterprise adoption. If you believe the world will need smarter systems to make decisions at scale (and stay secure), Palantir might be worth accumulating slowly over dips. Not a rocket ship, but a strategic compounder.

:pushpin: Accumulation potential: Medium-High
:chart_with_downwards_trend: Volatility: High
:calendar: Time horizon: 5–10 years minimum
:dart: Watch for: New commercial clients, margin expansion, lower dilution

Present valuation is stretched, and there will be a pullback for the index at large once tariff (1.8.25) fallout comes through. Share is good but needs to rrive at better value for accumulation. Personally a price point between (100-120) makes sense if we get the opportunity in the period leading upto dec 25’.

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