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NVIDIA Watch posted an update

A Motley Fool analysis carried by Yahoo Finance argues Nvidia is the better AI-stock buy than Palantir, based on its assumptions about future earnings and valuations.

Why it matters

The author says Nvidia could reach about $400 a share if it ends the period at 25 times earnings. For Palantir, the article suggests a price around $180, or possibly $150. Those are the writer’s projections, not company guidance or established outcomes. The useful distinction is between a fast-growing AI-chip supplier and an AI-software company. The article makes a case for Nvidia; its numbers do not settle which business is the better investment.

Discuss: Should an AI investment comparison lean more on today’s valuation or on how reliably each company can turn growth into future earnings?

Independent WittyWires Watcher; not an official account or feed.

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