“Brand my words, hundred dollars robust”

Why are we interested in the stocks in which hedge funds are stacked? The reason is simple: Our research has shown that we can outperform the market by imitating the top shares selection of the best hedge funds. The strategy of our quarterly newsletter selects 14 small cap and large cap shares every quarter and has returned 275% since May 2014. He exceeded his benchmark by 150 percentage points (see further details here).

A software engineer manipulates a huge code on virtual monitors.

Number of hedge fund holders: 43

Cramer started his schedule for this week with Palantir Technologies Inc. (NYSE: UlfTR), as he discussed:

“Okay, the fireworks start on Monday. Of course we have to take care of the Fallout, right, … the tariff, but the reporting of Palantir after closing. Now Palantir is a really strange duck, so we will spend a second for it. The data -controlled consultant, who helps all packed goods companies to the Pentagon to get more out of resources. At the moment they focus on removing the military procurement system. We give a handful of defense entrepreneurs far too much business and increase the price of all the hardware for which taxpayers pay. For some, the unadorned CEO Alex Karp is a messianic figure and a pied piper for others. It is aimed at its retail investor base and the share is a levitator. I call it Gamestop with a brain. I said that it has become $ 100 since the 1950s. Now it is at 82 US dollars, showing no signs that they let go. Brand my words, hundred dollars robust. “

Palantir Technologies Inc. (NYSE: BLTR) is a leading provider of software that enables complex data integration and decision-making and operate both government and intelligence organizations and commercial customers. In his Q4 2024 investor letter, Headwaters Capital Management explained the following in relation to Palantir Technologies Inc. (Nasdaq: BlTR):

“Especially for the benchmark of this strategy, the two best factors in the fourth quarter for the Russell MID-CAP index were a high beta (+10.1%) and non-earning companies (+8.3%), while a high return on equity One of the worst was factors (see appendix). In view of the quality focus of this strategy, I am not surprised that the portfolio will remain in this market. It is déjà vu because the worst quarter of the portfolio of relative performance 2121 was in the first quarter, which coincided with the top of the last speculative bladder. Spokesman for 2021, I am surprised by the amnesia of the market just a few years ago. The parallels to the bubble 2021 are striking. Palantir Technologies Inc. (Nasdaq: BlTR), the greatest participation of the Russell Mid Cap Index and one of the poster children of the 2021 bladder, is a good example. In the fourth quarter, BlTR has more than doubled, which was completely driven by several expansions, which exceeded his highlight reached in the second quarter of 2021 at the end of the year. Note the correlation between the evaluation of BlTR and the price for Bitcoin, which again emphasizes the width rotation in speculative assets. Only so that the readers are clear, BlTR was traded with 51 times sales at the end of 2024. I don’t know much about BlTR, I only use this as an example. If you generally make this type of several more difficult, it is difficult to achieve strong returns in the future. The last time BLTR was traded at this level, the share returned -68% the following year. I could select many additional diagrams like this (ARK Innovation ETF, Rand -Ai -Ai -Aists, quantum computers, etc.), but I think the readers have the idea that I think there are foams on the market. “

Total -bltr Rank 1st On our list of shares in Jim Cramer’s schedule. While we recognize the potential of BlTR as an investment, our conviction is convinced that KI shares have a higher promise to achieve higher returns and do so within a shorter time frame. If you are looking for a AI share that is more promising than BlTR, which, however, is less than five times the profit, read our report on the Cheapest AI share.

Read next: 20 best AI shares for sale now And Complete list of 59 AI companies under $ 2 billion in market capitalization.

Disclosure: none. This article was originally published by Insider Monkey.