《The Next Massive Phase of AI Has Begun (NVDA, AMD, and PLTR Holders Get Ready)》
PLTR当前价格缺乏安全边际；DCF显示尽管增长强劲且现金充裕，回报率仅约5%。
如果你持有英伟达、AMD或Palantir的股票，有人告诉你持有、逢低买入并加强你的仓位，因为一波数十亿美元的浪潮即将到来。
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.
我们将从三者中最具争议的Palantir开始。这只股票已成为人工智能业务的广告面孔。那么，让我们看看数字是否真的支持这一点。我们将先呈现乐观的观点，然后是悲观的观点，然后我会告诉你我个人相信什么。
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.