To: SunkenCiv
These companies have different fundamentals: Palantir is actually putting new tech (not just AI) to work faster in defense than any of the traditional defense companies.
NVIDIA is riding the AI boom to drive consumption of their chips. When that boom busts, so will NVIDIA.
6 posted on
11/04/2025 8:51:29 AM PST by
pierrem15
("Massacrez-les, car le seigneur connait les siens" )
To: pierrem15
It probably won’t bust, it will continue see a ramp in production ‘til that peaks and more or less flattens out, then become just part of the scenery, the same way other product categories have done (autos, TVs, digital media including CDs etc, and mobile phones).
8 posted on
11/04/2025 8:57:36 AM PST by
SunkenCiv
(NeverTrumpin' -- it's not just for DNC shills anymore -- oh, wait, yeah it is.)
To: pierrem15
Long positions in both here.
9 posted on
11/04/2025 9:05:24 AM PST by
RitchieAprile
(available monkeys looking for the change..)
To: pierrem15
“When that boom busts...”
They all bust but something about AI leads me to believe the boom is gonna be going on for a while yet and when it busts, I can’t imagine it’ll be a wipeout like the dot.com boom was.
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