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
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
