47 477850.KQ MakinaRocks Co., Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков

MakinaRocks is a Korea-listed closed/physical AI platform often called K-Palantir, with roots as an SKT venture and Applied Materials as its first major customer. It installs an OS-like AI stack for closed factory and defense networks where data cannot go to cloud AI. Strategic investors include GS, SK, Hanwha Systems, Samsung, POSCO, and LG, and it has drawn interest from Japan's Mitsubishi Heavy Industries and Korea's defense research institutions. With 7 years and 2.5TB of accumulated data, it has a moat competitors cannot easily replicate; orders are running ahead of revenue and the company guides 9x revenue by 2030, with a potential profit turn in Q4 or next year. The stock pulled back after a first-day surge and recently absorbed the 3-month lockup, so the speaker sees this pullback as a chance to study/build a position, though she wants confirmation of the promised profit turn.