Apple’s Memory-Cost Squeeze, Palantir’s AI Retention Surge, and Anthropic’s IPO Valuation Pushback
Hello everyone! Today i want to share some ai trading ideas with you!
1
$Apple(AAPL)$ said gross margins excluding tariff refunds were “down about 1 point sequentially, primarily driven by higher memory costs” extending a decline to 47% in September.
The irony is that DRAM boom benefiting $Micron Technology(MU)$ and $SK hynix(SKHY)$ is squeezing Apple just as its push into on-device AI could require more memory per iPhone.
2
$Palantir(PLTR)$ CEO Alex Karp just said he thinks sees U.S. commercial revenue alone can reach $15B in 2028.
Meanwhile the market expects just ~$17.9B for the entire company that year... I genuinely don’t think anyone knows how high the ceiling is for this business yet.
Absolutely wild that $Palantir(PLTR)$ net dollar retention has climbed every single quarter for three years going from 107% to 165%.
That means existing customers are spending ~65% more than a year ago as AIP deployments move from an initial bootcamp or single use case into more departments once those AI workflows prove themselves.
3
Investors are reportedly pushing Anthropic to lower its IPO valuation from ~$2T to $1.5T hoping to leave room for a strong first-day rally.
What makes this interesting for $Alphabet(GOOGL)$ is its option to buy up to $10B in Anthropic shares at the IPO price meaning a lower valuation could give Google a larger stake for same investment.
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