Palantir and Meta: $17B Warning for Wall Street

No trend has shaped Wall Street more than the rise of artificial intelligence. Software that decides, learns, and improves without human oversight has made the AI market seem limitless.

Over three years, AI companies soared. Palantir’s shares rose over 2,000%. Meta’s rebounded from the 2022 crash to gain 416%. Their success has sent a warning to Wall Street.

But why? Let’s look at how Palantir and Meta built their empires. Palantir’s Gotham and Foundry platforms power government data analysis and corporate efficiency. These are not easily replaced. Contracts with the U.S. government last years. Subscriptions keep customers loyal.

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Meta, meanwhile, uses AI to refine its ad empire. Its platforms-Facebook, Instagram, WhatsApp-reach billions. AI tailors ads to users, boosting click-through rates. Yet Meta’s vision stretches beyond ads: the metaverse.

Here’s the warning: insiders at both companies have sold billions. Palantir’s insiders sold $7.67 billion. Meta’s $9.56 billion. Total, $17.2 billion. Why? Some sell to pay taxes. Others? Maybe they see clouds on the horizon.

But here’s what’s odd: not one insider bought Meta stock in five years. Palantir’s only purchase came from a former CFO. A mere $1.16 million. That’s not confidence.

Wall Street’s valuations are near record highs. Insiders, who know companies better than analysts, aren’t buying. So it goes.

Investors now face a choice: trust the market’s optimism or heed the silent warnings of those who own the most. The answer may lie in the numbers. Or it may not.

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2025-09-22 12:13