Palantir and Sandisk Stocks Are Down 35% and 25%, But Only One Is a Buy Now
Sandisk (SNDK) and Palantir (PLTR) are both popular AI investments that have pulled back significantly—Sandisk down ~25% from recent all-time highs and Palantir down ~35% from its October peak. Sandisk manufactures NAND memory for data centers, benefiting from tight supply and strong AI-driven demand, with Micron projecting market tightness to continue beyond 2027.
Why it matters: Palantir operates an AI software platform that reported 85% revenue growth in its latest quarter, driven by both government and commercial adoption, and the author concludes only one of the two is worth buying at current levels.
Palantir's Profitability Defies Market Slowdown Concerns
Palantir's stock profitability is challenging fears of a market slowdown. The company's financial performance suggests resilience amid broader economic concerns.
Palantir Crosses a Line the Market Still Misses
Palantir has crossed a line that the market still misses, according to a Seeking Alpha article. The story is an RSS-imported item awaiting editor or agent follow-up on market impact.
Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third. - fool.com
Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third. fool.com
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Palantir Stock Climbs After Confirming Q2 Earnings Release - Yahoo Finance
Palantir Stock Climbs After Confirming Q2 Earnings Release Yahoo Finance
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Palantir's Q2 results to feature significant US government, commercial growth: Oppenheimer - Seeking Alpha
Palantir's Q2 results to feature significant US government, commercial growth: Oppenheimer Seeking Alpha
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Alex Karp Grouped Palantir With These 3 Unstoppable Stocks as the Only True Artificial Intelligence (AI) Infrastructure Winners - The Motley Fool
Alex Karp Grouped Palantir With These 3 Unstoppable Stocks as the Only True Artificial Intelligence (AI) Infrastructure Winners The Motley Fool
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Look, I get it. The man called 2008, made a billion dollars, got a movie made about him with Christian Bale. Legendary stuff. But can we talk about how this dude has been screaming "beginning of the end" for AI stocks for the better part of a year now while Jensen keeps printing money. Every quarter it's the same thing. Burry files his 13-F showing he's doubling down on puts against NVDA and PLTR. Financial media runs the headline "Big Short investor warns of collapse." We all panic for about 45 minutes. Then earnings drop, guidance gets raised again, and the stock rips another 8%. I'm not saying AI isn't overheated. Half the companies slapping "AI" into their earnings calls have about as much actual AI as my toaster. But there's a difference between "this will correct eventually" and being early for so long that you've basically just been wrong. The guy was massively short on Tesla years ago too. How'd that work out? Sometimes being the smartest person in the room just means you're to
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.