Nvidia Is Soaring — The Big Question Is When Does Palantir’s Turn Come?
Key takeaways
- Nvidia Is Soaring — The Big Question Is When Does Palantir’s Turn Come?
- Nvidia’s dominance in GPUs and cheap traditional valuations position it differently than Palantir, which faces uncertainty as the AI market shifts focus away from the AI application layer
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
Nvidia Is Soaring — The Big Question Is When Does Palantir’s Turn Come? Joey Frenette Mon, May 18, 2026 at 5:45 PM GMT+7 4 min read NVDA PLTR Quick Read Nvidia (NVDA) broke to new highs of $235+ per share on U.S. approval to sell older H200 chips to China, with the semiconductor titan now valued at $5.45 trillion. Palantir (PLTR) remains stuck in a bear market with an expensive valuation that investors struggle to justify despite strong operational metrics like a 145% Rule of 40 score.
Nvidia’s dominance in GPUs and cheap traditional valuations position it differently than Palantir, which faces uncertainty as the AI market shifts focus away from the AI application layer
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.