Group 1: Palantir Technologies - Palantir Technologies has seen a significant stock increase of 925% over the last two years, with analysts projecting a further 65% upside from the current share price of 85toatargetpriceof141 [1][12] - The company specializes in data analytics, with its primary products, Gotham and Foundry, enabling organizations to interpret complex data through a unique ontology framework [3][4] - Palantir reported a 36% revenue increase to 828millioninthefourthquarter,witha430.14 per diluted share [5][6] - Despite a peak stock price of nearly 125inFebruary,thestockhasfallenover30270 to a target price of 650[1][12]−ThecompanyprovidesadtechsoftwarethatutilizesAItoconnectadvertiserswithpublishers,withplanstodivestitsmobilegamedevelopmentstudiofor900 million to focus on advertising software [8][9] - AppLovin reported a 44% revenue increase to 1.4billioninthefourthquarter,witha2530.49 per diluted share, reflecting strong growth in its adtech business [10] - The company faced scrutiny from short-sellers alleging fraudulent activities, but analysts from BTIG and Piper Sandler defended the company, viewing the sell-off as a potential buying opportunity [11][13]