Momentum Investor Praises Palantir As 'AI Halo' Play, Highlights Datadog As Software 'Bottoming Process' Sets In
Momentum Investor Praises Palantir As 'AI Halo' Play, Highlights Datadog As Software 'Bottoming Process' Sets In
Virtus Investment Partners' Joe Terranova is eyeing a couple of big data companies as the artificial intelligence (AI) story begins to tilt toward software.
Virtus Investment Partners的Joe Terranova正在關注一些大數據公司，因爲人工智能(AI)的發展開始向軟件傾斜。
What To Know: BofA Securities just added Palantir Technologies Inc (NYSE:PLTR) to its top 10 best U.S. ideas list for the third quarter. Monday on CNBC's "Fast Money Halftime Report," Terranova explained why he remains bullish.
需要知道的是：美銀證券剛把Palantir Technologies Inc(NYSE:PLTR)加入到其第三季度美國最佳創意名單前10名。週一在CNBC的“快錢午間報道”中，Terranova解釋了他爲什麼保持看好。
"It's become a popular name when you are thinking about AI and the AI halo. They're clearly participating," Terranova said.
Terranova說：“當你考慮AI和AI光環時，這已經成爲一個很受歡迎的名字。他們顯然參與其中。“
Palantir has been a beneficiary of the AI boom, but below the highs it set in early 2021. BofA obviously sees more room for Palantir to run in the near term and Terranova agrees.
Palantir已經受益於人工智能行業的繁榮，但低於2021年初創下的高點。美銀顯然認爲在短期內Palantir還有更多的上升空間，Terranova也同意。
Palantir has had significant exposure to government contracts for a long time. Growth in the commercial side of the business is really starting to boom, Terranova said.
長期以來，Palantir在政府合同方面有着重要的曝光度。Terranova表示，業務的商業端真正開始蓬勃發展。
AI is playing a big role in that growth, he added.
他補充說，人工智能在這種增長中扮演着重要的角色。
"You are seeing the growth in revenue attributable to [AI] beginning to build. It will further build in the upcoming quarters. Palantir has really been a strong momentum name in a software environment that's been somewhat experiencing friction," Terranova said.
Terranova說：“您會看到營業收入增長歸因於[AI]開始增長。在即將到來的季度中，這種增長將進一步增長。 Palantir在一個軟件環境中表現強勁，該環境正在經歷摩擦。”
Many expect AI software names to catch up to some of the hardware names that have benefitted the most from the AI race. Terranova suggested that he's positioning for the move by adding Datadog Inc (NASDAQ:DDOG) to the portfolio.
許多人認爲，AI軟件名稱將趕上從AI競賽中受益最多的硬件名稱。Terranova建議通過將Datadog Inc(NASDAQ:DDOG)添加到組合中來爲此動作定位。
Datadog is in a critical area of AI that many are not focused on yet: security. The company offers cloud-based security monitoring for applications, which will be "incredibly important" in terms of usage from the enterprise community, Terranova said.
Datadog處於許多人尚未關注的人工智能關鍵領域：安防。該公司爲應用程序提供基於雲的安全監控，這在企業社區使用中將是“非常重要的”，Terranova說。
"I think a lot of people dismissed software," he adds. "I get the premise that AI disrupts a lot of the existing product in the software business itself ... but I also think you have to be aware that there might be a bottoming process that's unfolding for software."
他補充說：“我認爲很多人對軟件持消極態度。我理解AI會打破軟件業務中的許多現有產品的前提...但我也認爲您必須意識到可能正在展開軟件的底部過程。”
Terranova told CNBC that Datadog is also starting to break out above critical levels from a technical perspective. Expect momentum to stay for a while, he said,
Terranova告訴CNBC，從技術角度來看，Datadog也開始突破關鍵水平。他說，預計短期內會保持勢頭。
PLTR, DDOG Price Action: Palantir shares were up 2.15% at $25.86 on last check Monday. Datadog shares were up 1.29% at $131.37, according to Benzinga Pro.
PLTR，DDOG價格動態：Palantir股價週一最後一次檢查爲每股25.86美元，上漲2.15％。據Benzinga Pro稱，Datadog股價上漲1.29％，爲每股131.37美元。
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This illustration was generated using artificial intelligence via Midjourney.
此插圖是通過Midjourney使用人工智能生成的。
譯文內容由第三人軟體翻譯。