Right, so everyone’s bracing for the market to… well, breathe a bit, aren’t they? A little indigestion after the feast. Except some stocks clearly didn’t get the memo. I’ve been poking around, and there are a couple in the AI space that are still stubbornly, almost offensively, cheerful. It’s irritating, frankly. Let’s dissect them, shall we? Because if there’s one thing I enjoy, it’s finding out why something is probably a terrible idea, even if it looks good on the surface.
1. Palantir Technologies
Palantir. Honestly, the name sounds like a Bond villain’s lair. And it kind of behaves like one. The current geopolitical… situation (let’s call it that) is, unsurprisingly, doing wonders for them. All that government money sloshing around, needing to be… organized. They’re the U.S. government’s favourite data babysitter, which is a terrifying thought, but a profitable one for Palantir. It’s a bit like being paid to sort out someone else’s mess, only the mess involves national security. I’m not judging, just observing.
But here’s the thing: they’re not just a defense contractor anymore. They’ve been quietly building this AI platform – AIP – which is essentially a way to take data from absolutely everywhere, shove it into a neat little box, and then present it to AI models. It’s like giving your AI a perfectly curated Instagram feed instead of letting it scroll through the digital garbage heap. Less “hallucinations” (their word, not mine – sounds a bit dramatic, doesn’t it?), more… useful insights. They’re calling it an AI operating system. Bold. I like a bit of chutzpah.
Revenue’s been climbing for ten quarters, apparently, with a 70% jump last quarter. That’s… distracting. It makes you almost forget the stock is ridiculously expensive. 51 times forward price-to-sales. Ouch. I suspect it could grow into that multiple eventually, but I’m not chasing it up here. I’d rather spend my money on something less… optimistic.
2. Sandisk
Sandisk. Now, this is a bit of a resurrection story. Spun off from Western Digital last year, back from the dead and looking… surprisingly chipper. It’s the only pure-play way to get into the NAND flash memory market, which, apparently, is currently experiencing a price hike. Supply constraints, you see. It’s all very technical. I mostly just know things are getting more expensive.
Apparently, everyone overproduced this stuff during the pandemic, then abruptly stopped. Classic. Now there’s a shortage, and Sandisk is sitting pretty. They’re also pivoting towards high-bandwidth memory – HBM – which is what AI chips need to… well, do their AI thing. It’s like giving your AI a turbo boost. Meanwhile, demand for solid-state drives is skyrocketing because everyone needs somewhere to store all their AI training data. It’s a lovely little ecosystem, isn’t it? If you ignore the inherent fragility of it all.
The stock is cheap, trading at 8 times forward P/E. Tempting. But NAND is notoriously cyclical. It’s a bit like betting on the weather. And this new technology they’ve developed with SK Hynix – high-bandwidth flash for AI inference – is still a bit of a gamble. If it takes off, great. If not… well, let’s just say I’ve got a feeling I’d be reaching for the emergency chocolate. Still, it’s more speculative than a bad date, so that’s something.
Read More
- Seeing Through the Lies: A New Approach to Detecting Image Forgeries
- Julia Roberts, 58, Turns Heads With Sexy Plunging Dress at the Golden Globes
- Staying Ahead of the Fakes: A New Approach to Detecting AI-Generated Images
- Gold Rate Forecast
- Palantir and Tesla: A Tale of Two Stocks
- TV Shows That Race-Bent Villains and Confused Everyone
- Smarter Reasoning, Less Compute: Teaching Models When to Stop
- Unmasking falsehoods: A New Approach to AI Truthfulness
- How to rank up with Tuvalkane – Soulframe
- 22 Films Where the White Protagonist Is Canonically the Sidekick to a Black Lead
2026-03-21 19:02