This valuation exercise probably reveals more about Palantir than it does Nvidia.You know a stock's been a huge winner when its price falls nearly 20% and has still more than doubled year to date. Palantir Technologies (PLTR -1.42%) is such a stock. You can also feel good about a stock's resilience when it plunges nearly 30% only to claw its way back to a year-to-date gain of more than 25%. Nvidia (NVDA -0.24%) fits that description.Both Palantir and Nvidia are riding the artificial intelligence (AI) wave b ...

Meta Platforms and Pure Storage are poised to benefit as artificial intelligence spending continues to surge in the years ahead.Morgan Stanley analysts estimate artificial intelligence (AI) spending across infrastructure and software will increase more than 600% by 2028. Buying stock in Nvidia and/or Palantir has been a popular way to capitalize on that trend, but investors should consider Meta Platforms (META 0.25%) and Pure Storage (PSTG 0.56%).Most Wall Street analysts following the companies have favora ...

Duquesne Family Office's billionaire investor dumped one of the hottest AI stocks on the planet in favor of another critical company in the AI arena.For many investors, earnings season is the highlight of each quarter. This is the six-week period where the lion's share of S&P 500 companies reports their operating results from the previous three-month period.However, a strong argument can be made that Form 13F filings can be just as informative. A 13F is a required filing by institutional investors with at l ...

The fact that I continued buying Palantir (NASDAQ: PLTR ) in early June despite lots of authors citing overvaluation concerns was a bold move but it paid off. The stock gained 23% since June 9, whileComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investm ...

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AI行业热潮 - 人工智能成为华尔街近年来最受关注的主题 自2022年底进入主流以来推动多家公司进入万亿美元俱乐部[2] - 英伟达市值增长超过12倍 成为全球最具价值公司[2] - 除英伟达外 "瑰丽七巨头"科技巨头和Palantir Technologies都在AI革命中蓬勃发展[3] Build-A-Bear卓越表现 - 过去五年股价累计上涨2390% 表现优于大型科技公司[6] - 尽管取得惊人回报 股价仍被严重低估且未来可能进一步上涨[8] 行业挑战背景 - 消费者购物模式持续向线上转移 传统实体零售商面临"亚马逊效应"冲击[9] - 通胀上升和借贷成本高企严重削弱消费者购买力 非必需消费品首当其冲[10] - 主题公园、邮轮公司和电影院等体验式零售业态在疫情后和经济放缓中受到重创[12] 公司转型策略 - 将门店从传统商店转变为体验式零售目的地 为无法承担高成本度假的家庭提供沉浸式体验[13] - 通过与华特迪士尼、宝可梦和NFL等建立战略授权合作 大幅扩展知识产权组合[14] - 吸引多代客群 包括怀旧成年人和蓬勃发展的收藏品市场爱好者[15] 财务表现改善 - 运营转型推动收入加速增长 毛利率扩大 盈利增长强劲 各项指标均接近五年高点[16] - 当前市盈率为15倍 远期市盈率为18倍 显著低于标普500平均的26倍和23倍[18] 估值优势 - 尽管表现优异 公司估值仍大幅低于市场水平[19] - 标普500的估值泡沫主要集中在大型科技股 而这些公司表现均不及Build-A-Bear[19] - 极少公司能在实现如此规模转型的同时加速收入和盈利增长[19]

There's no clear reason for the drop, but that doesn't mean investors should blindly buy the stock.Palantir Technologies (PLTR -0.92%) has been the best-performing stock in the S&P 500 this year. On Aug. 12, it touched an intraday high of $190 per share, 151% above where it started 2025.Since then, however, shares have slipped significantly, dropping as much as 25% within a few days before recovering slightly. They still trade 18% below their all-time high.Some investors may see the pullback as an opportuni ...

How to get "LLM ready"？ 作者：Max 今年三月 GTC 的热潮里，似乎每个人都在寻找能够解锁金矿的钥匙。RL（强化学习）、Agentic AI，似 乎每一个词都对应着一个几十倍上百倍估值暴涨潜力的创业公司，和新的造富神话。如果共识真能造 福，可能经济周期就不应该存在了。 热潮之外，有一类创业公司像个异类。不需要大量融资，A 轮的钱还没花完就已经实现盈亏平衡，投资 人因为毛利率偏低或规模化挑战对其不屑一顾，认为它们配不上"几周内 ARR 破千万"的 AI 速度神话。 他们的位置特别像早期的 Palantir。 这些公司往往由前 Palantir 员工创办，进而掌握了这一轮服务拉动增长的衣钵，比如 Distyl.ai 的 CEO Arjun Prakash，曾在 Palantir 负责销售、Snorkel AI 负责数据新产品，正是这种深厚的贴合企业数据和落 地端的技术经验让他们能够看到真正的痛点。然而，这样的背景和实际的商业成果在当前的投资环境中 似乎并不被看重。就像创始人 Alex Karp 在 2025 年给股东的信中坦言："公司快速增长之前，公司和团队 承受了外界多年的嘲笑和冷遇， ...

核心观点 - 人工智能热潮推动英伟达和Palantir成为最大受益者 但两者投资价值存在显著差异 [1][2] - 英伟达凭借AI基础设施核心地位和财务表现更受青睐 Palantir因估值过高和业务依赖性问题处于劣势 [16][17] 行业背景 - 人工智能成为科技领域最热门话题 推动多家科技公司估值提升 [1] - AI基础设施支出预计未来五年达3-4万亿美元 主要来自"美股七巨头"等大型投资者 [6] 英伟达竞争优势 - 数据中心业务季度收入达411亿美元 同比增长56% 占总收入88% [4] - GPU产品覆盖游戏主机、汽车和网络应用 但数据中心为核心业务 [5] - 计划全面转型为AI基础设施公司 预计可捕获70%的AI基础设施投资份额 [6] Palantir业务特点 - 通过AI将数据转化为可操作洞察的软件公司 政府实体仍占收入42% [8][9] - 美国商业部门增长迅猛 第二季度收入3.06亿美元 同比增长93% [9] - AI平台(AIP)推动商业成功 实现首个十亿美元季度收入 较三年前翻倍 [9][11] 估值对比 - 英伟达远期市盈率41倍 Palantir达242倍 [14] - Palantir估值水平被《经济学人》称为"史上最高估企业" [16] - 成长股波动性较大 英伟达容错空间有限 Palantir几乎无容错空间 [16] 潜在挑战 - 英伟达面临中美贸易关系波动 H20芯片销售禁令虽暂缓但仍需支付15%收入税 [12] - Palantir过度依赖美国政府合同 易受预算调整和政治优先级变化影响 [13]

Meta Platforms is using artificial intelligence to strengthen its advertising business, and its Orion augmented reality glasses could be the next big consumer electronics product.Interest in artificial intelligence went parabolic following the release of ChatGPT in late 2022. Since then, Nvidia stock has advanced 1,090% to a market value of $4.2 trillion. And Palantir Technologies stock has climbed 2,340% to a market value of $370 billion. That means the companies are collectively worth $4.6 trillion.I pred ...