Missed Palantir's Huge 100% Run in 2025? These Stocks Could Be Next.

Group 1: Palantir's Stock Performance - Palantir's stock has more than doubled in price this year, despite only achieving 39% year-over-year revenue growth in Q1, indicating a disconnect between business performance and stock valuation [1][2] - The stock's valuation has surged from a typical software range of 10 to 20 times sales to over 120 times sales, suggesting it is significantly overvalued relative to its growth rate [4][5] - The impressive stock performance is largely attributed to market exuberance rather than actual business performance, with the stock trading at an expensive 65 times sales at the beginning of the year [5][8] Group 2: Comparison with Other Companies - Nvidia, which has tripled its revenue year-over-year, has never traded at more than 46 times sales, highlighting Palantir's inflated valuation despite slower growth [6] - Alphabet, the parent company of Google, trades at 20 times forward earnings, which is lower than many of its peers, suggesting potential for significant stock appreciation if it regains a premium valuation [10][12] - IonQ, a leader in quantum computing, is positioned for growth as the market for quantum computing is expected to reach $87 billion by 2035, providing a substantial revenue base for the company [13][14]