Palantir Technologies - Palantir Technologies has seen its shares increase by 128% over the past year, but analysts believe the stock is overvalued, with a target price implying a 57% downside from its current price of $166 [1][8] - The company specializes in analytics platforms for commercial organizations and government agencies, boasting high retention rates due to custom workflows and a unique decision-making framework called ontology [4] - Palantir's AI platform enables clients to integrate large language models into their analytics applications, enhancing decision-making capabilities [5] - Revenue growth has accelerated for nine consecutive quarters, with Palantir noted for having the best growth and profitability in public company software [6] - Despite strong fundamentals, Palantir's shares trade at 101 times sales, the highest price-to-sales ratio in the S&P 500, raising concerns about future performance [6][7] Sandisk - Sandisk shares have increased by 1,280% over the past year, but analysts predict a 53% downside from its current price of $503.44, with a target price set at $235 [1][8] - The company designs and manufactures NAND flash-based data storage devices and benefits from a partnership with Kioxia, allowing for cost efficiencies in capital expenditures and R&D [9][10] - Sandisk has gained market share in the NAND flash market and is experiencing increased demand due to AI infrastructure, which has led to a supply shortage and price increases [11][12] - Despite projected earnings growth of 79% annually through June 2029, the current valuation of 205 times earnings is considered expensive, raising concerns about potential declines in share value [13][14]