The company projects a 97% revenue growth this year.One of the best artificial intelligence (AI) stocks on the planet is having a rough time in recent weeks. Despite massive growth and promise, the company's stock dropped 10% over the last month and is now about 21% below its all-time high. Granted, this company has many detractors -- both for its eye-watering valuation and as a potential victim of the so-called AI bubble. But I'm not giving up. In fact, I believe this stock is poised for a significant come ...

Core Insights - Palantir Technologies experienced a significant decline in stock value, dropping 16% in November 2023, marking its worst month since August 2023, primarily due to investor concerns over AI stock valuations [1][2][5] - Despite strong third-quarter earnings and revenue, with a second consecutive quarter of $1 billion revenue, valuation fears led to a selloff post-earnings [2][3] - Notable investor Michael Burry has taken a short position against Palantir, contributing to negative sentiment around the stock [3][4] Financial Performance - Palantir reported third-quarter earnings that exceeded Wall Street expectations, achieving $1 billion in revenue for the second straight quarter [2] - The company's stock is currently trading at 233 times forward earnings, significantly higher than competitors like Nvidia and Alphabet, which trade at approximately 38 times and 30 times, respectively [6] Market Sentiment - Analysts from Jefferies and RBC Capital Markets expressed concerns over Palantir's "extreme" valuation and "increasingly concentrated growth profile," suggesting better risk-reward opportunities in other AI stocks like Microsoft and Snowflake [3] - The broader AI sector faced a selloff in November, with Nvidia down over 12% and Microsoft and Amazon each dropping about 5% [5] Strategic Developments - Despite the stock decline, Palantir secured new contracts, including a multi-year agreement with PwC to enhance AI adoption in the U.K. and a deal with FTAI for aircraft engine maintenance [4] - CEO Alex Karp defended the company's valuation and criticized Burry's actions as "market manipulation," asserting that Palantir is providing investment opportunities previously limited to top venture capitalists [4][7]

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Drew Angerer/ Getty Images News via Getty Images Quick Read Palantir (PLTR) shares dropped over 21% from all-time highs despite strong third-quarter results. Michael Burry bought put options against Palantir and launched a newsletter called Cassandra Unchained. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more here There might not be anything as a "free lun ...

There might not be anything as a "free lunch†in the stock market, but for investors who still believe in the long-term AI growth story, AI data firm Palantir (NASDAQ:PLTR) certainly looks tempting now that it's dropped like a rock despite clocking in some very strong third-quarter results. ...

Each company looks to be headed into another year of unprecedented growth.Few stocks have been as successful as Palantir (PLTR +1.36%) and Nvidia (NVDA +1.37%) have been during the artificial intelligence (AI) arms race. Since 2023, Nvidia's stock is up 1,100%, and Palantir's is up nearly 2,300% (at the time of this writing). That's an impressive run in just under three years' time, but what they've each done in 2025 is also impressive. Palantir is up around 100% in 2025, while Nvidia is up over 30%. Both o ...

Group 1: Peter Thiel's Investment Moves - At the end of 2024, Peter Thiel had a stake in Amazon worth approximately $42 million, which he sold by the end of Q3 2025 [1] - Thiel's former stake in Amazon would now be valued at around $44.2 million, indicating a potential missed opportunity of about $2 million [4] - Thiel has also sold his entire position in Nvidia, offloading 537,742 shares valued at over $100 million, marking a significant portfolio shift [5] Group 2: Portfolio Strategy Changes - The sale of Nvidia, which previously represented 40% of Thiel Macro's holdings, reduced the fund's U.S. equity exposure from $212 million to $74.4 million, reflecting a broader risk-reduction strategy [6] - Thiel trimmed his Tesla holdings by 76% while increasing stakes in Apple and Microsoft, indicating a shift towards more defensive mega-cap stocks [6] Group 3: Microsoft and AI Operations - The new position in Microsoft is particularly notable as the company has accelerated its artificial intelligence operations, with 90% of Fortune 500 companies now utilizing its AI assistant, Microsoft 365 Copilot [7]

Core Insights - Meta Platforms and Amazon are projected to surpass the combined market value of Nvidia and Palantir by the end of the decade, with Nvidia at $4.3 trillion and Palantir at $395 billion, totaling approximately $4.7 trillion [1][2]. Meta Platforms - Meta Platforms owns three of the four most popular social media networks, providing significant insights into consumer preferences, which enhances its advertising targeting capabilities [3]. - The company has developed custom AI chips and large language models, leading to increased user engagement and higher ad conversion rates [4]. - Meta is also working on a superintelligence system for augmented reality smart glasses, aiming to dominate the smart glasses market with a 73% share [5]. - Current trading at 28 times earnings, Meta's earnings are expected to grow at 16% annually, potentially increasing its market value to $4.8 trillion by late 2030 [6][8]. - Even if growth expectations are not fully met, the current price offers an attractive entry point for long-term investors [7]. Amazon - Amazon's investment thesis is based on its leadership in e-commerce and cloud computing, with a strong presence in retail advertising and AWS [9]. - The company is actively monetizing AI across its businesses, offering various cloud services and developing AI tools for retail efficiency [10][12]. - AWS has introduced custom AI accelerators that outperform current GPUs, with partnerships to enhance AI model development [11]. - Amazon's operating margin has improved, with potential for further enhancement through AI and robotics innovations [13]. - Trading at 33 times earnings, Amazon's earnings are forecasted to grow at 19.5% annually, potentially reaching a market value of $4.8 trillion by late 2030 [14][15].

Group 1: Peter Thiel's Investment Moves - Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and initiated a position in Microsoft during the third quarter [1] - Thiel's hedge fund, Thiel Macro, is known for its strategic investment decisions, including the recent shift from Nvidia to Microsoft [1][2] Group 2: Nvidia Overview - Nvidia holds over 80% revenue share in AI accelerators, making its GPUs highly sought after for demanding data center workloads [3] - Analysts predict Nvidia will maintain a revenue share of 70% to 90% in AI accelerators, with the market expected to grow at 29% annually through 2033 [7] - Nvidia's earnings are forecasted to increase at 37% annually over the next three years, suggesting a current valuation of 44 times earnings is relatively cheap [7] Group 3: Microsoft Overview - Microsoft is the largest enterprise software company and the second-largest public cloud provider, leveraging its market presence to monetize artificial intelligence [9] - The adoption rate of Microsoft 365 Copilot is accelerating, with 90% of Fortune 500 companies utilizing the AI assistant [9] - Wall Street expects Microsoft's earnings to grow at 14% annually over the next three years, with enterprise software and cloud spending projected to increase at 12% and 20% annually, respectively, through 2030 [10]

Core Insights - The article provides a comprehensive market analysis of Palantir Technologies Inc, highlighting its recent performance and strategic positioning in the technology sector [1] Group 1: Company Performance - Palantir Technologies reported a revenue increase of 20% year-over-year, reaching $1.5 billion in the last fiscal year [1] - The company has seen a significant rise in government contracts, contributing to 60% of its total revenue, indicating strong demand for its data analytics solutions [1] - The stock price of Palantir has experienced volatility, with a recent decline of 15% over the past quarter, attributed to broader market trends and investor sentiment [1] Group 2: Market Positioning - Palantir is strategically focusing on expanding its commercial sector presence, aiming to increase the share of commercial revenue from 40% to 50% over the next two years [1] - The company is investing heavily in research and development, with a budget allocation of $300 million for innovative product offerings in the upcoming year [1] - Partnerships with key industry players are being pursued to enhance its market reach and technological capabilities, which is expected to drive future growth [1]