Palantir stock (NASDAQ: PLTR) nosedived 25% after reaching an all-time high in early November, triggering a fiery public clash between CEO Alex Karp and hedge fund manager Michael Burry. Karp blamed s... ...

文章核心观点 - 明星投资人Stanley Druckenmiller近期调整投资组合，清仓英伟达、Palantir Technologies和礼来公司，并建仓买入七巨头中估值最低的两家公司Alphabet和Meta Platforms [1][3][9] - 投资组合调整可能基于估值考量，新建仓的Alphabet和Meta被认为是可能从人工智能热潮中受益且价格合理的标的 [7][9][12] - Alphabet和Meta均大力投资人工智能技术以提升核心业务（如广告）表现，并已通过云服务等业务实现增长，具备长期盈利记录和投资潜力 [12][13][14] Stanley Druckenmiller投资背景 - Stanley Druckenmiller执掌Duquesne Capital Management期间，实现了30年30%的年化平均回报，且从未出现亏损年份 [2] - 目前通过家族办公室管理约40亿美元证券资产 [2] - 管理超过1亿美元证券资产的投资者必须每季度向美国证券交易委员会提交13F表格，披露其买卖操作 [4] 被清仓公司概况 - 英伟达是领先的人工智能芯片设计公司，收入实现两位数乃至三位数增长，创下纪录 [5] - Palantir Technologies销售人工智能驱动的软件平台，帮助客户更好地利用数据并立即将AI应用于实际场景 [5] - 礼来公司销售当前最受欢迎的减肥药产品，其重磅产品组合推动收入增长，需求持续旺盛 [6] - 过去三年，英伟达、Palantir和礼来的股价分别上涨了1000%、2000%和超过180% [6] - Stanley Druckenmiller在去年第三季度清仓英伟达，今年第一季度清仓Palantir，最近一个季度清仓礼来 [3] 新建仓公司详情 - Stanley Druckenmiller在第三季度新建仓Alphabet，买入102,200股，该股在其65支股票持仓中排名第44位 [10] - 同时新建仓Meta Platforms，买入76,100股，该股现为其第18大持仓 [10] - Meta基于远期收益估算的市盈率为22倍，Alphabet为27倍 [11] - Meta以其社交媒体应用（如Facebook和Instagram）闻名，正大力投资人工智能以提升应用表现和广告效果，目标是增加用户停留时间并吸引更多广告支出 [12] - Alphabet同样利用人工智能维系广告客户，并通过谷歌云向客户提供AI产品和服务，近期季度谷歌云收入增长34% [13] 人工智能投资主题 - 七巨头中的公司有望从人工智能热潮中受益 [1] - Meta和Alphabet被视为具有在人工智能革命下一阶段推动投资组合增长潜力的公司 [14]

The stock has ripped 2,500% higher in just three years.If you traveled back in time to early 2023, few would probably have guessed that Palantir Technologies (PLTR 0.57%) would trade at $165 per share. The stock traded under $7 back then. But the artificial intelligence (AI) boom took off, Palantir released its AIP platform for AI software in mid-2023, and the business and the stock have both soared ever since.Investors face the same question now: where will Palantir's stock go from here following its 2,500 ...

Palantir Technologies (NASDAQ: PLTR) has grown into a dominant force in AI-driven data analytics, securing lucrative government contracts and expanding its mission-critical intelligence business.This has positioned PLTR among the best-performing stocks of the past two years. In 2025, the stock has rallied 105% year-to-date, trading at $154 as of press time.However, its throne in the AI space could be under threat, as two smaller sub-$10 AI stocks are emerging as contenders that could potentially outperform ...

Michael Burry, famous for his accurate prediction of the mid-2000s US housing bubble burst, has once again stirred the pot in the financial world. This time, his bet against Nvidia and his criticism of AI companies have made him a hot topic on social media.What Happened: Burry’s recent actions may have played a role in last week’s stock market dip. The investor, notorious for his ominous crash and recession predictions, recently made a comeback on social media after a two-year break, issuing several warning ...

Michael Burry, famous for his accurate prediction of the mid-2000s US housing bubble burst, has once again stirred the pot in the financial world. This time, his bet against Nvidia and his criticism of AI companies have made him a hot topic on social media. What Happened: Burry’s recent actions may have played a role in last week’s stock market dip. The investor, notorious for his ominous crash and recession predictions, recently made a comeback on social media after a two-year break, issuing several warnin ...

AppLovin and Shopify could top Palantir's current market value within three years.Shares of Palantir Technologies (PLTR 0.57%) are up 150% in the past year, and the company is currently worth $369 billion. I think AppLovin (APP 0.11%) and Shopify (SHOP +2.24%) can top that figure within three years. Here's what that would mean for shareholders:AppLovin is worth $176 billion. The stock must increase by 110% for that figure to reach $370 billion. If that happens in three years, the implied return is 28% annua ...

Palantir's recent pullback does little to offset a valuation that already assumes years of flawless execution in a brutally competitive AI software market.Palantir Technologies (PLTR 0.57%) has given investors a fresh reminder that momentum cuts both ways. After a stunning run earlier this year, the software company behind data-integration and AI (artificial intelligence) platforms for governments and enterprises has seen its share price slide more than 15% from levels earlier this month.That kind of pullba ...

文章核心观点 - 文章认为，在向人工智能驱动的数字经济转型的背景下，领先的科技公司是优秀的长期投资选择 [1] Palantir Technologies (PLTR) - 公司业务从主要服务美国国防情报部门扩展到服务财富500强企业，帮助企业通过人工智能提升运营效率 [2] - 上季度完成了204笔价值100万美元及以上的交易，其中53笔超过1000万美元，创下大额合同价值的最佳季度纪录 [3] - 美国商业收入在第三季度同比增长超过一倍 [3] - 当前股价为154.85美元，市值达3690亿美元，毛利率为80.81% [4][5] - 股票估值较高，基于2026年营收预期的市盈率为63倍，但公司持续超出预期可能支撑此溢价 [5] - 管理层将2025年营收增长指引上调至53%，自由现金流也持续强劲增长 [5] - 有分析师认为其市值有望从目前的3920亿美元在未来几年内增长至1万亿美元 [6] Alphabet (GOOGL) - 公司正受益于企业为利用人工智能而将数据迁移至云计算服务的趋势 [7] - 今年股价上涨55%，第三季度营收同比增长16%至1020亿美元，搜索、订阅和YouTube业务均因AI增强功能实现稳健增长 [8] - 当前股价为299.58美元，市值达36160亿美元，毛利率为59.18%，股息收益率为0.27% [9][10] - Google Cloud营收同比增长34%，未履行合同金额达1550亿美元，预示其未来几年将对营收增长做出更大贡献 [10] - 公司拥有数据中心、自研芯片和专有AI模型Gemini，每日服务20亿用户，具备强大的AI基础设施优势 [11] - 资本支出预算超过900亿美元，基于明年盈利预期的市盈率仅为26倍，估值相对合理 [12]

Palantir stock has tumbled 25% from its record high, but investors should think twice before buying the dip.Palantir Technologies (PLTR 0.62%) is a cornerstone of the artificial intelligence (AI) trade, particularly among retail investors. The company has consistently crushed Wall Street's expectations, and shares have advanced 1,800% since Palantir launched its AI platform in April 2023.Yet, the stock recently hit turbulence despite the company's strong market presence and solid third-quarter financial res ...