THE TECH WORLD IS A CIRCUS, AND AI IS THE OPIUM THAT HAS THE CLOWNS DANCING IN CIRCLES. FOR INVESTORS, IT’S A RACE TO SEE WHO CAN SELL THE MOST SIRENS TO THE FLOCK OF FLOCKING BIRDS. NVIDIA AND PALANTIR HAVE BECOME THE TWO BRIGHTEST STARS IN THIS STUPID, SHINY SKY-BUT WHICH ONE IS A GOLDEN GATE AND WHICH IS A FLYING CLOSET?
NVIDIA IS THE GUY WHO BUILT THE BICYCLE THAT CARRIES THE WHOLE WORLD ON ITS BACK. ITS GPUS ARE THE WHEELS, THE CHAINS, THE PEDALS. DATA CENTERS? THEY’RE JUST THE HILL IT’S TRYING TO CLIMB. LAST QUARTER? $41.1 BILLION IN REVENUE-LIKE A TANKER SHIP FULL OF DOLLARS, SAILING ON A SEA OF HYPE. BUT PALANTIR? IT’S THE GUY WHO SITS IN THE BACK ROW, WATCHING EVERYONE ELSE DANCE, WHILE IT TINKERS WITH A GADGET THAT MIGHT JUST TURN THE WHOLE THING INTO A FIREWORKS SHOW.
THE QUESTION ISN’T JUST WHO’S FASTER-IT’S WHO CAN STAY UP WHEN THE LIGHTS GO OUT. NVIDIA’S PLANS TO BECOME AN AI INFRASTRUCTURE COMPANY? IT’S LIKE SAYING YOU’RE GONNA BUILD A SKYSCRAPER ON A TINY ISLAND. BUT PALANTIR? IT’S STILL TRYING TO FIGURE OUT IF IT’S A SOFTWARE COMPANY OR A MAGIC TRICK.
PALANTIR’S GROWTH IS A FREAK SHOW. IT STARTED WITH GOVERNMENT CONTRACTS-THE FEDERAL BUREAUCRATS WHO PAY FOR EVERYTHING. BUT NOW IT’S SELLING ITS STUFF TO THE COMMERCIAL SECTOR, LIKE A GUY WHO JUST REALIZED HE CAN SELL HIS CIGARS TO THE GROCERY STORE. ITS REVENUE? IT’S GROWING SO FAST, IT’S LIKE WATCHING A TREE GROW IN REAL TIME-BUT WHO KNOWS IF IT’LL EVER BE A FOREST?
BUT HERE’S THE TRUTH: NVIDIA’S VALUATION IS A RISKY GAMBLE, BUT PALANTIR’S IS A FORTRESS OF FEAR. 242 TIMES FORWARD EARNINGS? THAT’S LIKE BIDDING ON A HOUSE THAT’S ON FIRE, JUST BECAUSE THE OWNER SAID IT WAS “INVESTMENT-READY.” THE ECONOMIST CALLED IT “THE MOST OVERVALUED FIRM OF ALL TIME”-AND I’M NOT EVEN ON DRUGS.
THE HYPE IS REAL, BUT THE HANGOVER IS WORSE
YOU CAN’T IGNORE THE VALUATIONS. NVIDIA’S 41 P/E IS A FORTRESS OF GREED. PALANTIR’S IS A SKYSCRAPER BUILT ON SAND, WAITING TO COLLAPSE UNDER THE WEIGHT OF ITS OWN HUBRIS. GROWTH STOCKS ARE LIKE DRUGS-YOU THINK YOU’RE FLYING, BUT THEN YOU REALIZE YOU’RE JUST FALLING.
SO WHO’S THE BETTER INVESTMENT? I’LL TELL YOU. NVIDIA IS THE GUY WHO KNOWS HOW TO BUILD A BOAT. PALANTIR IS THE GUY WHO’S STILL TRYING TO FIGURE OUT IF IT’S A BOAT OR A FISH. IF YOU WANT TO RIDE THE WAVE, PICK THE ONE WHO’S GOT THE OARS. THE OTHER ONE? IT’S JUST WAITING FOR THE TIDE TO TURN.
INVESTORS, BEWARE. THE AI RACE IS A CARNIVAL OF CRACKS. PICK YOUR HORSE, BUT DON’T FALL FOR THE TRICKS.
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2025-09-01 04:44