Musk's Response: Musk heavily criticized the judge and the decision, labeling the ruling a "calendar technicality" on his social network. Musk and his legal team stated that they will appeal the verdict to the Ninth Circuit U.S. Court of Appeals.
That's crazy 🤣
This number is bigger than most countries' GDP
$6.15 Trillion is the valuation combined of these two companies. NVIDIA controls more that 90% of the total AI chip and desktop graphics card markets. And AMD around 5%.
NVIDIA: The largest company in the world, with a total valuation of $5.45 Trillion. Revenue growth in FQ4, 2026, was 73.21%. Dam that oil money right there.
AMD: The second in line, they have been fighting for a long time. Fun fact: the CEOs of AMD and NVIDIA, Lisa Su and Jensen Huang, are cousins. Well, I will not get into family matters. 2025 revenue growth 34.34% YoY.
Which company is better based on Valuation Ratios?
AMD number:
NVIDIA numbers:
Important to understand
Out of the 3 ratios, 2 indicate that Nvidia is cheaper compared to AMD. But Nvidia's PB ratio is higher than AMD's, meaning it's more expensive than its actual value.
There are other ratios and factors to consider, but these three are also very important. The ratios are based on analysts' forecasts and future growth. Which can change in the future.
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Which one do you think is better? Comment down below. I like Nvidia, both good though
DO YOUR OWN RESEARCH
Every Key detail
85% revenue growth. 206 deals over $1 million. Palantir is not slowing down.
Once you read this, you will understand what many investors still don't know.
I will explain why Palantir Technologies keeps winning massive contracts, and by the end of this post, you will know whether this is an opportunity or just AI hype.
Why is Palantir so famous?
Like its name, "Palantir," meaning an all-seeing crystal ball from The Lord of the Rings, the company has the ability to see everything hidden in data.
In Q1 2026, Palantir generated $1.63 billion in revenue, up 85% year-over-year. Its remaining deal value (RDV) reached $2.41 billion, up 61%, including 206 deals worth over $1 million.
That is serious growth.
The name perfectly matches what the company does. Palantir can connect data from across an organisation and turn it into actionable insights.
For example, it can:
In simple terms, Palantir turns raw data into a complete picture.
Palantir's products are changing the future
Palantir Gotham – Built for governments, military, intelligence, and law enforcement. It connects data, tracks movements, identifies patterns, and detects threats before they become major problems.
Palantir Foundry – Designed for businesses. Imagine you own 20 pizza stores and a storm hits your supplier. Foundry combines sales, finance, inventory, and weather data to predict the disruption and recommend action before your stores run out of ingredients.
Artificial Intelligence Platform (AIP) – Allows organisations to use AI models like OpenAI's models securely on their own data without exposing sensitive information.
Palantir Apollo – The backbone of all Palantir products. It manages updates and deployments, even in remote areas or war zones with unreliable internet.
The products are expensive
The current stock price is $134, down from its high of $207.
Palantir is winning major contracts, with 53% of revenue coming from government customers and 47% from commercial customers.
Palantir does not offer just one product. It provides an all-in-one platform that integrates data, operations, and AI into one system.
Most competitors offer individual tools, but Palantir offers a complete operating system for organisations.
Its software is expensive, but once customers adopt it, switching becomes difficult. This creates strong customer retention and growing spending over time.
Palantir also offers a 5-day Bootcamp, where potential customers bring their own data and see firsthand why the platform commands a premium price.
Money-making calculations
A PEG ratio below 1 may indicate undervaluation, while a ratio of 1 may suggest the stock is expensive relative to expected growth.
If Palantir continues beating expectations, the PEG ratio could improve significantly.
An NDR of 134% means existing customers are spending 34% more than they did a year ago.
Palantir is showing exceptional growth, and the world is moving deeper into both the AI era and a more uncertain geopolitical environment.
Its products are expensive, and its competitors offer cheaper products, but not similar to Palantir.
Will Palantir continue growing, or is this just AI hype?
Comment below: Hype or Opportunity?
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Disclaimer
The valuation metrics and forecasts mentioned are based on analyst estimates and future growth assumptions. Actual results may differ significantly.
Always do your own research.
We have talked about this company couple of months back. A full analysis post will be out soon, in the coming days.
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