Palantir Technologies(US:PLTR) The Motley Fool·2025-07-02 10:00Group 1: Palantir Technologies - Palantir Technologies has experienced significant stock performance, soaring 341% in 2024 and an additional 78% in the current year, indicating strong investor interest [1] - The company's valuation is extremely high, trading at over 590 times its trailing earnings, which raises concerns about potential risks [1][2] Group 2: Taiwan Semiconductor Manufacturing (TSM) - Taiwan Semiconductor Manufacturing is a leading player in the chipmaking industry, producing approximately 90% of advanced semiconductors, benefiting from the growing demand for AI chips [4] - The company reported a 42% increase in sales and a 60% rise in earnings in the first three months of the year, showcasing solid business performance [5] - TSM's stock has increased by 13% this year and trades at only 27 times its trailing earnings, presenting a more attractive valuation compared to Palantir [6] Group 3: Advanced Micro Devices (AMD) - AMD has faced investor skepticism regarding its competitiveness against Nvidia's AI chips, with its stock down 12% over the past year despite an accelerating growth rate [7] - The recent announcement of AMD's new AI chips received positive feedback from OpenAI CEO Sam Altman, indicating potential market confidence [8] - AMD's revenue rose by 36% to $7.4 billion, and profits surged by 476% to $709 million for the quarter ending March 29, although its stock trades at over 100 times earnings [9] Group 4: Super Micro Computer - Super Micro Computer has seen its stock rise by more than 55% this year, trading at 27 times its trailing earnings, suggesting further growth potential [10] - The company faced challenges last year due to auditor issues but has rebounded, indicating improved investor confidence [10] - Supermicro's revenue for the first three months of the year totaled $4.6 billion, reflecting a 19% year-over-year increase, with its products being essential for AI development [12]