Group 1: Palantir (NASDAQ: PLTR) - Palantir has experienced a significant stock correction after reaching highs above 827.52 million for the quarter ending December 2024 [2][3] - The government segment, which constitutes nearly 60% of Palantir's revenue, continues to thrive with contracts from U.S. defense agencies, while its commercial business is also crucial as companies seek AI solutions [4] - Despite concerns about valuation and potential defense spending cuts, Palantir's revenue pipeline suggests accelerating growth into 2025, which could justify its premium for long-term investors [5][6] Group 2: Rivian (NASDAQ: RIVN) - Rivian has faced challenges in 2025 due to stiff competition from established EV manufacturers like Tesla and potential regulatory changes under the new administration that may affect the EV sector [9] - The company has strong partnerships, notably with Amazon, which has ordered 100,000 electric delivery vans, and a $5.8 billion joint venture with Volkswagen to develop EV architectures and software [10] - Rivian's delivery numbers are improving, with 14,183 vehicles delivered in Q4 2024, surpassing estimates, and a total of 51,579 vehicles for the full year, indicating growth potential despite stock price fluctuations [11]
2 no-brainer stocks to buy in the current market dip