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Value Investor Backs Palantir & SoundHound Amidst Volatility

  //stocks-investing.news-articles.net/content/202 .. backs-palantir-soundhound-amidst-volatility.html
  Published in Stocks and Investing on Friday, January 23rd 2026 at 14:01 GMT by CNBC
      Locale: Not Specified, UNITED STATES

Friday, January 23rd, 2026 - Seasoned value investor Kevin Simpson is advising investors to consider opportunities arising from current market volatility, specifically highlighting his increased positions in Palantir (PLTR) and SoundHound AI (SOUN). In a recent interview, Simpson articulated his strategy of investing in companies he terms "AI-adjacent" - those indirectly benefiting from the burgeoning artificial intelligence revolution. Simpson believes that the current market's anxieties have inadvertently created attractive entry points for investors with a long-term perspective.

The Value Investor's Perspective

Simpson's approach isn't about chasing speculative hype. He's known for a disciplined, value-oriented investment style that prioritizes companies with solid fundamentals and sustainable growth potential. He views the recent market downturn as a chance to acquire these businesses at discounted prices, anticipating their future performance will reward his patience. Simpson's confidence stems not from short-term market predictions but from a deep understanding of the underlying businesses and their competitive advantages.

Palantir: Enabling the AI Era with Data Integration

Simpson's rationale for investing in Palantir centers on the company's core competency: data integration and advanced analytics. Palantir specializes in providing platforms that allow organizations, particularly those in the government and enterprise sectors, to manage, analyze, and derive actionable insights from complex datasets. As data volumes continue to explode, Simpson argues, Palantir's services become increasingly vital. The company isn't solely focused on developing AI algorithms itself, but on empowering its clients to effectively leverage AI tools and insights within their own operations.

"Palantir isn't just building AI, they're enabling others to leverage AI effectively," Simpson stated. This distinction is key to his investment thesis. He believes Palantir's ability to streamline data workflows and transform raw data into actionable intelligence offers a significant, defensible advantage in a world drowning in information.

SoundHound AI: Revolutionizing Conversational Interfaces

SoundHound AI's focus is on developing voice AI and conversational platforms. Their technology powers voice assistants in automobiles, provides solutions for customer service automation, and contributes to other applications requiring natural language interaction. Simpson is particularly impressed by SoundHound's continuous improvements in the naturalness and responsiveness of their voice AI. He believes this dedication to enhancing user experience positions SoundHound favorably within the competitive landscape of conversational AI.

"SoundHound is quietly building a leading voice AI platform," Simpson observed. He sees the company's advancements in understanding and responding to human language as a significant differentiator, allowing them to provide more intuitive and user-friendly conversational experiences.

Capitalizing on Market Volatility

Simpson's strategic choices reflect a broader philosophy: that market downturns, while often uncomfortable, present opportunities for shrewd investors. He's not swayed by short-term market fluctuations and believes that the long-term fundamentals of both Palantir and SoundHound remain strong. The current volatility provides a chance to accumulate shares at more favorable prices, reinforcing his conviction in their future success.

While acknowledging the uncertainty within the market, Simpson remains steadfast in his belief that both companies are positioned for continued growth. He encourages investors to maintain a long-term perspective and to view market volatility not as a threat, but as a potential catalyst for creating wealth through strategic investments in companies with enduring value.