Group 1 - Palantir Technologies has seen a remarkable stock increase of 2,660% since the beginning of 2023, coinciding with the rise of AI technology [1] - ASML is considered a crucial company for AI technology, yet its stock has recently underperformed, declining approximately 15.5% from its all-time high [2] - Palantir's market cap is currently around $420 billion, surpassing ASML's nearly $365 billion, but this valuation is questioned due to its high stock price multiples [5][6] Group 2 - Palantir's stock trades at 130 times sales and 275 times forward earnings, levels that are rarely achieved by companies and suggest potential overvaluation [5][6] - The revenue growth of Palantir was 48% year over year in Q2, which, while impressive, does not justify its current high valuations [6] - ASML is expected to recover from its recent stock decline and could surpass Palantir's valuation in the next three years, as it holds a technological monopoly in its sector [7][8]
1 Genius Artificial Intelligence (AI) Stock That Will Be Worth More Than Palantir 3 Years From Now