I think it depends on what multiple and time frame you're looking at. Law of large numbers would say it's harder for 5-10x on nvidia than pltr. In the short term, nvidia might outperform. Nvidia is an "easier" buy than pltr for general market while pltr is probably an "easier" buy for deep diver, longer term investor.
@@pdloder both is the answer. Both companies will be here 10 to 20 years from now and both companies will have more successful earnings report. One might beat the other slightly in price performance but it’s not like you’ll lose money in either one.
@@dialac1 I agree that they're both obviously very good investments - but still, the point of the video is specifically to help ascertain which of the two appear to be the better choice right now.
Excellent analysis. Both companies are very good companies, Navidia is the pick & shovel in the AI gold rush and Palantir is the gold. Navidia is best in class in AI chips, but has had huge run, which may be difficult to maintain in the short term. Palantir has shown excellent demand for its products and sustained profitability, but is still more in the prove it phase than Navidia. I believe there’s more growth potential with Palantir, but more risk and I’m betting on growth. Palantir keeps making higher lows as it grows in valuations, which is a bullish sign. I hope PLTR pulls back to around $20 so I can buy more.
Palantir has market share of 1.69% in big-data-analytics market. Palantir competes with 42 competitor tools in big-data-analytics category. The top alternatives for Palantir big-data-analytics tool are Databricks with 15.95%, Azure Databricks with 15.08%, Apache Hadoop with 14.53% market share. Please explain your information and justify your video.
Nvidia has a supply chain vulnerability if China/Taiwan relationship gets kenetic. Palantir has no supply chain vulnerabilities. For this reason ,of the two, I would overweight PLTR ( I own PLTR, NVDA, SMCI, TSLA, & CRWD ( Leaps))
Even us amateurs who know nothing and take TH-cam producers' words as doctrine know that "WhOWiLlWiNTheDeCadE?!" is a really silly and s#!++% question ...
Nvidia does have software and it is growing fast. Nvda needs to acquire software companies to bolster software growth. Nvda just needs to float shares out to offset debt and build a war chest 😤 to acquire AI intelligence software! Why hold debt?
Will agree that market risk Nvidia has everyone after them AMD for one is probably just behind them , PLTR correct very little competition , at the moment but PLTR is somewhat like Tesla , be lots trying too take it away , then simply fade away , IMO tesla is pretty much the only EV to invest in , same goes for Netflix , Disney is struggling along with others as they try to capture but turns into a losing business. PLTR, Tesla & Netflix are great examples of what happens when you are way out front
Is this a joke? Mighty Mouse vs Superman. There is no comparison. Who just became profitable in the millions and who is profitable in the billions? Is this just wishful thinking?
palantir has a lot to prove. and palantir is unable to do business with communist and the Third World is a problem. Also, palantir is unwilling to develop b to c platforms and products, this may impede growth of pltr.
I think it depends on what multiple and time frame you're looking at. Law of large numbers would say it's harder for 5-10x on nvidia than pltr. In the short term, nvidia might outperform.
Nvidia is an "easier" buy than pltr for general market while pltr is probably an "easier" buy for deep diver, longer term investor.
Agree
Nvidia makes the hardware
Palantir makes the software.
They are not in competition. If anything, they complement eachother
Not! Tsmc makes the chips for Nvidia.
Whether they compliment each other or not, is irrelevant to this video, he's making a comparison as to which is the better place to put your money.
@@pdloder both is the answer. Both companies will be here 10 to 20 years from now and both companies will have more successful earnings report. One might beat the other slightly in price performance but it’s not like you’ll lose money in either one.
@@dialac1 I agree that they're both obviously very good investments - but still, the point of the video is specifically to help ascertain which of the two appear to be the better choice right now.
@@pdloder oh ok. I guess I understand, like if you have limited funds and are looking for biggest bang for buck
PLTR will Dominate
Yes, a $50 bln company will dominate a $2 trn company, dream on !!!
@@Goodfellow1234567 do you remember NOKIA ? I remember enough. They got fucked and left the market.
@@Goodfellow1234567Companies cant do what palantir does plus everything comes to an end quick or slow
Comparing Palantir and Nvidia is a little silly Bro
In 5 years I doubt Nvidia will still be worth 80 times as much as Palantir like it is today.
“We’re taking on the worlds toughest challenges” applies to palantir more lol
I like what Palertir stands, especially the security intelligence application. I continue to add to my strong position.
what is Palertir?
Palantir top 🔝 🇮🇹🚀❤️💎
Appreciated for your time ❤
🎉🎉🎉❤❤❤ Wouldn't it be great to own both? 🎉🎉🎉🎉
I do :)
@@mjregan88 yea buddy! We will win brother! 🥳
@Christine_perkins13 right on👌
@Christine_perkins13 No, not yet. I want to start. And you? 👀
A very good video. Thanks from HK!
Excellent analysis. Both companies are very good companies, Navidia is the pick & shovel in the AI gold rush and Palantir is the gold. Navidia is best in class in AI chips, but has had huge run, which may be difficult to maintain in the short term. Palantir has shown excellent demand for its products and sustained profitability, but is still more in the prove it phase than Navidia. I believe there’s more growth potential with Palantir, but more risk and I’m betting on growth. Palantir keeps making higher lows as it grows in valuations, which is a bullish sign. I hope PLTR pulls back to around $20 so I can buy more.
Both companies are good companies complement to each other their is no competition in this 2 companies.
Who's gonna make more money, Ford or Standard Oil?
@Christine_perkins13 you missed the point. went right past you, way over your head.
I own NVDA. The TAM on Palantir is so huge software wise though
Well explained! Thanks.
Software and hardware go together
Palantir has market share of 1.69% in big-data-analytics market. Palantir competes with 42 competitor tools in big-data-analytics category. The top alternatives for Palantir big-data-analytics tool are Databricks with 15.95%, Azure Databricks with 15.08%, Apache Hadoop with 14.53% market share. Please explain your information and justify your video.
Palantire is a software company?
Not even close to Nvidia as a company or in evaluation 🤦♂️
Nvidia has a supply chain vulnerability if China/Taiwan relationship gets kenetic. Palantir has no supply chain vulnerabilities. For this reason ,of the two, I would overweight PLTR ( I own PLTR, NVDA, SMCI, TSLA, & CRWD ( Leaps))
There not in the same category there’s no comparison by the way Nvidia is also a software company.
Where were these type of comparisons two years ago?
Good luck following the herd!
Even us amateurs who know nothing and take TH-cam producers' words as doctrine know that "WhOWiLlWiNTheDeCadE?!" is a really silly and s#!++% question ...
Nvidia does have software and it is growing fast. Nvda needs to acquire software companies to bolster software growth. Nvda just needs to float shares out to offset debt and build a war chest 😤 to acquire AI intelligence software! Why hold debt?
they are both winners
Simply invest in both.
Will agree that market risk Nvidia has everyone after them AMD for one is probably just behind them , PLTR correct very little competition , at the moment but PLTR is somewhat like Tesla , be lots trying too take it away , then simply fade away , IMO tesla is pretty much the only EV to invest in , same goes for Netflix , Disney is struggling along with others as they try to capture but turns into a losing business. PLTR, Tesla & Netflix are great examples of what happens when you are way out front
❤❤❤❤
LFG!
Software > hardware, pretty simple really.
Tell me more about this Chad dude?
Nvidia is the next Eron!
Palantir is a niche business. No comparison.
Is this a joke? Mighty Mouse vs Superman. There is no comparison. Who just became profitable in the millions and who is profitable in the billions? Is this just wishful thinking?
Ross Gerber is a clown
palantir has a lot to prove. and palantir is unable to do business with communist and the Third World is a problem. Also, palantir is unwilling to develop b to c platforms and products, this may impede growth of pltr.
Nvidia is run by peasants.