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Fri, November 29, 2024
Thu, November 28, 2024
[ 11:41 AM ] - United States, Thomas Matters
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Palantir Vs. Super Micro Computer: A Tale Of Two Camps


Published on 2024-11-28 11:21:34 - Thomas Matters, WOPRAI
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  • Palantir's growth contrasts with Super Micro's decline. See why PLTR and SMCI stock are facing unique challenges despite their AI potential.

The article from Seeking Alpha discusses the contrasting investment cases for Palantir Technologies (PLTR) and Super Micro Computer (SMCI). Palantir, known for its data analytics software, has shown significant growth in its commercial sector, with a 32% year-over-year revenue increase in Q3 2024, driven by demand for AI solutions. However, its stock has experienced volatility due to concerns over its valuation and profitability. On the other hand, Super Micro Computer, which specializes in high-performance server technology, has seen its stock surge due to the AI boom, with its revenue jumping 103% year-over-year in the same quarter. SMCI's growth is fueled by its ability to quickly adapt to market needs for AI and machine learning hardware. The article suggests that while Palantir's growth is promising, its high valuation might be a concern, whereas SMCI's lower valuation and direct involvement in the AI hardware supply chain make it an attractive option for investors looking at the AI sector from a hardware perspective.

Read the Full Seeking Alpha Article at [ https://seekingalpha.com/article/4740949-palantir-vs-super-micro-computer-a-tale-of-two-camps-pltr-smci-stock ]

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