[US-SaaS·데이터] 05/23 Wall St. Recap

Palantir (PLTR) is currently navigating a complex narrative defined by strong operational execution versus significant insider selling and political sensitivity. The company’s recent quarterly earnings beat and the upward revision of its annual guidance underscore robust demand for its AI platforms, particularly in the defense sector. However, this fundamental strength is being tempered by market caution regarding insider selling—specifically the $43.5 million divestment by President Stephen Cohen—and potential geopolitical/political risks associated with its high-profile government contracts. While the long-term growth trajectory remains intact, the stock is currently experiencing a period of price consolidation as investors weigh these conflicting signals.

Salesforce (CRM) continues to benefit from the secular expansion of the SaaS (Software as a Service) market, as evidenced by the growing integration of CRM solutions into local commerce platforms like Naver Place. By bridging the gap between O2O (Online-to-Offline) services and customer management, businesses are increasingly leveraging data-driven insights to enhance customer retention and loyalty. The strategic shift toward AI-driven CRM capabilities, as seen in recent industry partnerships, underscores a broader trend where hyper-personalization is becoming a prerequisite for competitive advantage. As the global CRM market scales toward 2033, Salesforce remains well-positioned to capture value through its robust ecosystem and continued innovation in digital transformation tools.

Snowflake Inc. (SNOW) is currently navigating a period of significant market volatility following a sharp decline in its share price. While the company remains a leader in the data cloud sector, investors are closely scrutinizing whether the current valuation presents a viable entry point or if further downside risk persists. The primary challenge for the firm lies in balancing aggressive growth expectations with the need to demonstrate sustained operating leverage and consistent revenue expansion in a competitive enterprise software landscape. Market participants should monitor upcoming earnings reports for signs of stabilization in consumption-based revenue models.

The recent news cycle regarding MongoDB (MDB) is bifurcated between domestic policy developments in South Korea and technical market sentiment. The reports concerning the South Korean government’s initiative to position the nation as a Global AI Hub in collaboration with Multilateral Development Banks (MDBs) are largely macro-level policy discussions. While these initiatives suggest a growing institutional appetite for AI infrastructure, they do not represent a direct, material contract or revenue catalyst for MongoDB, Inc. (MDB) at this stage.

From an investment perspective, the stock has experienced a recent valuation recovery, prompting concerns regarding entry points. Investors should distinguish between the company’s core NoSQL database business—which remains sensitive to enterprise cloud spending—and broader, speculative AI-related policy headlines. We maintain a cautious outlook, focusing on the company’s ability to sustain Atlas revenue growth rather than external policy announcements.

The acquisition of NET (New Excellent Technology) certification by KOSEM for its atmospheric scanning electron microscope represents a significant technological milestone. This innovation enables non-destructive inspection of HBM (High Bandwidth Memory), a critical component in the current AI semiconductor supply chain. By enhancing yield management and quality control processes, this technology positions the company to capture increased demand from major semiconductor manufacturers looking to optimize their advanced packaging workflows.