“The Next Massive Phase of AI Has Begun (NVDA, AMD, and PLTR Holders Get Ready)”
PLTR lacks margin of safety at current prices; DCF indicates ~5% return despite strong growth and cash position.
If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.
We will start with the most controversial of the three, Palantir. This stock has become the advertising face of the artificial intelligence business . So, let's see if the numbers actually support that .
We will present the optimistic viewpoint, then the pessimistic viewpoint , and then I will tell you what I personally believe.