Saxo Market Call The AI train keeps chugging. Challenging our own bearish case.
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Aug 5, 2025 The podcast delves into the recent US stock movements, highlighting Palantir's exceptional earnings. It questions whether bears will regain ground against bullish trends. A deep dive into the intersections of geopolitical tensions and tech market dynamics features prominently, including insights on Tesla. There's a critical examination of fiscal dominance's implications for inflation, drawing parallels to historical economic conditions. Additionally, the show discusses how rising commodity costs are impacting market behaviors, especially in AI investment.
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Palantir's Accelerating Growth
- Palantir reported a strong earnings quarter with accelerating revenue growth at 48% year over year.
- Despite the performance, its high valuation suggests the market is driven more by speculative flow than traditional value metrics.
AMD's AI Chip Advances
- AMD recently launched chips with massive improvements in AI inference performance, signaling strong technological progress.
- However, operational impact may be limited this quarter, with market expectations focused on future demand.
Rare Earths in US-China Talks
- Rare earth elements remain critical in US-China relations and are central to sanctions and supply chain talks.
- Companies like Ramaco (ticker METC) exhibit high volatility reflecting the strategic importance and market scarcity of rare earth assets.