A Most Promising Turn-Up for the Books
Palantir, you see, is in the business of rather clever data integration and analytics platforms. They’ve also concocted some adjacent AI software, allowing developers to build large language models into workflows and applications. What sets them apart, however, is their deployment of forward engineers – bright chaps who descend upon clients and build custom applications atop their core platforms. A dashedly clever idea, what!
They’ve also built their platforms around a decision-making framework known as an ontology. Machine learning models integrated into this ontology form a feedback loop, delivering deeper, more precise insights as more data is collected. Forrester Research recently gave them a pat on the back, declaring them leaders in AI decisioning platforms. Not a bad endorsement, eh?
Their business fundamentals are, frankly, rather impressive. Revenue growth has been accelerating for ten consecutive quarters, and they achieved a Rule of 40 score of 127% in the last quarter. Simply exceptional! Morgan Stanley’s Sanjit Singh, a chap who knows his onions, writes that it’s hard to find a better fundamental story in the software sector. Quite right, too.
The big picture, you see, is that Palantir has positioned itself as the enterprise standard in AI platforms, a market forecast to grow at a rather brisk 38% annually through 2033, according to Grand View Research. However, the stock currently trades at 205 times earnings – a rather lofty valuation, even for a company whose earnings are projected to increase at 45% annually. A bit of a gamble, perhaps? Investors should proceed with caution, though a small position wouldn’t go amiss. Shares could tumble further if the company fails to meet expectations, you see.
Nvidia: A Solid Performer, if a Tad Less Exciting
Graphics processing units (GPUs) are the workhorses of the AI world, and Nvidia, with a commanding 80% to 90% revenue share, is the leading supplier. Their GPUs consistently outperform the competition in MLPerf benchmarks, the industry standard for measuring AI system performance. A thoroughly good show, wouldn’t you say?
However, Nvidia’s true strength lies in its full-stack strategy. They don’t just supply superior GPUs; they pair them with other hardware – CPUs, interconnects, networking solutions – to build rack-scale computing platforms. And beyond hardware, they offer an unmatched ecosystem of code libraries and frameworks, supporting AI application development across a broad range of use cases. A rather complete package, wouldn’t you agree?
In short, Nvidia not only designs the fastest AI accelerators but also most of the infrastructure required to train, deploy, and manage AI applications. This full-stack approach allows them to optimize system-level performance and power efficiency in ways that less vertically integrated suppliers simply can’t. It also extends their total addressable market well beyond GPUs. A clever bit of thinking, what!
Analysts generally expect Nvidia to maintain its market leadership, pointing to robust growth for years to come. Wall Street estimates earnings will increase at 38% annually in the next three years. This makes the current valuation of 45 times earnings look relatively cheap. Patient investors should feel comfortable adding this stock to their portfolios today. A solid, dependable performer, if a tad less thrilling than Palantir.
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2026-02-17 11:24