TechValuations
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Nvidia Is Priced for Perfection — AMD Is Priced for Failure
Wall Street has already crowned Nvidia the king of AI. The problem? Crowns get heavy, and expectations get brittle. AMD, sitting off to the side with a fraction of the hype, looks like the asymmetric trade no one wants to talk about. Start with the obvious. Nvidia owns the AI accelerator market. Call it 90%…
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Palantir Isn’t a Scam Anymore — It’s Just Too Expensive
Palantir’s stock is doing that thing again. Straight up, fueled by an AI story Wall Street wants badly to believe. And the numbers finally back part of it up. The problem is the price already assumes a near-perfect ending. Here’s the blunt take: PLTR isn’t vaporware anymore. But at this valuation, it’s less a long-term…
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