AI Stocks: Nvidia or Palantir? Honestly?

So, everyone’s obsessed with these AI stocks, right? Palantir and Nvidia. It’s always something. I’m looking at it from a purely… practical standpoint. I want a return. I want dividends. I don’t want to be hearing about “potential” and “disruptive technologies” when I’m trying to figure out if I can afford a new roof. And honestly, the whole thing feels…off. Like they’re trying to distract you with buzzwords.

Palantir… it’s software. Okay. Fine. But software is just…air. It’s ones and zeros. You’re paying for someone to not have bugs, which, let’s be real, is a low bar. And they started with the government? That’s immediately suspicious. Everything with the government is a mess. They can’t even run the DMV efficiently, and now they’re building AI? I don’t like where this is going.

The Hardware Angle – At Least You Get Something

Nvidia, at least, makes something. Graphics cards. Tangible. You can hold it. It’s not like you’re paying for someone’s idea of a solution. They’re selling shovels in this AI gold rush, and I’ll take a shovel over a dream any day. The problem, though, is this whole “gold rush” thing. It can’t last forever. Eventually, everyone will have enough computing power, and then what? They’ll be stuck with a warehouse full of obsolete GPUs. It’s the Pet Rock of the 21st century. I just hope I’m not the one holding the bag.

Palantir keeps talking about “perpetual revenue” with their subscription model. Perpetual? Nothing’s perpetual. Except maybe my anxiety. It’s like they think they’ve discovered the secret to immortality. Microsoft Office is a cash cow? Sure, because everyone is forced to use it. It’s a monopoly. I’m not sure I want to invest in something that relies on people being… stuck.

And don’t even get me started on their growth numbers. 70%? What are they even measuring? It feels inflated. Like they’re counting every mouse click as revenue. Nvidia’s margin is slightly better, but honestly, they’re both just… playing a game. A very expensive game.

Valuation? Forget About It.

Now, the valuation. This is where it really gets infuriating. Palantir is trading at 106 times forward earnings? Are you kidding me? It’s like they’re asking you to believe they’re going to solve world hunger. Nvidia at 23 times? Okay, that’s still high, but it’s…reasonable. Relatively. It’s the difference between paying for a sandwich and paying for a yacht. I mean, come on.

Everyone’s so excited about the “future” of AI. I’m interested in the present. I want a solid company that’s making money now. Nvidia, despite all the hype, feels… less delusional. It’s still overpriced, yes, but at least you’re getting something for your money. A piece of hardware. Something you can actually see. I’m not saying it’s a sure thing, but it feels… marginally less likely to end in disaster. And honestly, in this market, that’s saying something.

So, yeah, Nvidia. It’s not perfect. Nothing is. But it’s the lesser of two evils. And frankly, that’s usually how these things work out. I’m loading up, and I’m going to complain about it the entire time.

2026-02-10 00:33

The Hardware Angle – At Least You Get Something

Valuation? Forget About It.

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