《3 AI Stocks That Could Win Big From the Sovereign AI Boom》
PLTR受益于主权AI需求(增长与指引强劲),但承载着显著的政治与声誉风险。
这是 Palunteer 首席执行官 Alex Karp 的原话。而这话是在他的公司刚刚公布了其作为上市公司历史上最好的季度之一之后说的。
That's a direct quote from Palunteer CEO Alex Karp. And that was after his company just posted one of the best quarters in its history as a public company.
我们接下来要更仔细地看看 Poundier。这家公司基本上是把它的增长叙事建立在 AI 之上,更重要的是建立在各国构建自己的 AI 解决方案之上。
Uh we're going to take a closer look at Poundier. This is a company that has pretty much built this grow nar this growth narrative of its of of its business focused around AI and more importantly nations building their own AI solutions.