Palantir Vs. Super Micro Computer: A Tale Of Two Camps

Growth versus value has long been a key debate in the investing community. And the latest developments at Palantir and SMCI have made them a fitting pair for such comparison.
Although both stocks were once viewed jointly as key AI beneficiaries, they've since diverged in their paths.
On one hand, Palantir's soaring to all-time highs with an eyewatering valuation of almost 50x NTM sales, backed by AI-driven acceleration to its growth trajectory.
Meanwhile, on the other hand, whether SMCI's fall from grace can be reverted remains a substantial uncertainty, given ongoing accounting woes and their implications.
The following analysis will discuss the context of both stock's performance this year, and provide a deep dive into their growth and value implications ahead.

hapabapa

There’s long been a debate between growth and value investment. And in light of recent events, there’s no better comparable pair than Palantir (NASDAQ:PLTR) and Super Micro Computer (NASDAQ:SMCI).

Palantir has become one of the most favoured AI stocks this

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And the latest developments at Palantir and SMCI have made them a fitting pair for such comparison.</li>\n <li>Although both stocks were once viewed jointly as key AI beneficiaries, they've since diverged in their paths.</li>\n <li>On one hand, Palantir's soaring to all-time highs with an eyewatering valuation of almost 50x NTM sales, backed by AI-driven acceleration to its growth trajectory.</li>\n <li>Meanwhile, on the other hand, whether SMCI's fall from grace can be reverted remains a substantial uncertainty, given ongoing accounting woes and their implications.</li>\n <li>The following analysis will discuss the context of both stock's performance this year, and provide a deep dive into their growth and value implications ahead.</li>\n</ul><img src=\"https://static.tigerbbs.com/554bfffe59edb9acf6bf12d15a231da8\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">hapabapa</p>\n<div class=\"inline_ad_placeholder\"></div>\n<p><span class=\"highlighted_text\">There’s long been a debate between growth and value investment. And in light of recent events, there’s no better comparable pair than Palantir (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/PLTR\">PLTR</a></span>) and Super Micro Computer (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/SMCI\">SMCI</a></span>).</span></p>\n<p>Palantir has become one of the most favoured AI stocks this</p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>Growth versus value has long been a key debate in the investing community. And the latest developments at Palantir and SMCI have made them a fitting pair for such comparison.</li>\n <li>Although both stocks were once viewed jointly as key AI beneficiaries, they've since diverged in their paths.</li>\n <li>On one hand, Palantir's soaring to all-time highs with an eyewatering valuation of almost 50x NTM sales, backed by AI-driven acceleration to its growth trajectory.</li>\n <li>Meanwhile, on the other hand, whether SMCI's fall from grace can be reverted remains a substantial uncertainty, given ongoing accounting woes and their implications.</li>\n <li>The following analysis will discuss the context of both stock's performance this year, and provide a deep dive into their growth and value implications ahead.</li>\n</ul><img src=\"https://static.tigerbbs.com/554bfffe59edb9acf6bf12d15a231da8\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">hapabapa</p>\n<div class=\"inline_ad_placeholder\"></div>\n<p><span class=\"highlighted_text\">There’s long been a debate between growth and value investment. And in light of recent events, there’s no better comparable pair than Palantir (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/PLTR\">PLTR</a></span>) and Super Micro Computer (<span class=\"ticker-hover-wrapper\">NASDAQ:<a href=\"https://seekingalpha.com/symbol/SMCI\">SMCI</a></span>).</span></p>\n<p>Palantir has become one of the most favoured AI stocks this</p></body></html>","text":"Growth versus value has long been a key debate in the investing community. And the latest developments at Palantir and SMCI have made them a fitting pair for such comparison. Although both stocks were once viewed jointly as key AI beneficiaries, they've since diverged in their paths. On one hand, Palantir's soaring to all-time highs with an eyewatering valuation of almost 50x NTM sales, backed by AI-driven acceleration to its growth trajectory. Meanwhile, on the other hand, whether SMCI's fall from grace can be reverted remains a substantial uncertainty, given ongoing accounting woes and their implications. The following analysis will discuss the context of both stock's performance this year, and provide a deep dive into their growth and value implications ahead. hapabapa There’s long been a debate between growth and value investment. And in light of recent events, there’s no better comparable pair than Palantir (NASDAQ:PLTR) and Super Micro Computer (NASDAQ:SMCI). Palantir has become one of the most favoured AI stocks this","highlighted":1,"essential":1,"paper":2,"likeSize":47,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/376087514517552","repostId":0,"isVote":1,"tweetType":1,"viewCount":1242,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLTR","SMCI","WRD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":878,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376087514517552"}