AI's Investment Implications

[hanera]

- YouTube

Which energy stocks to bet big? Frankly, no idea.

Disclosure: Nibble a tiny amount in highly speculative energy and neocloud stocks, OKLO, EOSE, IREN, NBIS, CRWV. Didn’t bother with traditional energy stocks, CEG, NEE…

[hanera]

Since May 2023, PLTR outperforms NVDA by a wide margin.
Disclosure: Owned both. Regrettably, own more NVDA, 3:1 in dollar term.

Past post dated May 2023. Understanding a company is not that easy

@hanera

PLTR is a challenger to NVDA in being the big boy in AI.
Market cap of NVDA = $783B
Market cap of PLTR = $25B
In 10-20 years, which one is likely to have higher return and CAGR?

@Jil

In 10-20 years, which one is likely to have higher return and CAGR? => PLTR cease to exist in 20 years !
IMO, PLTR has the junk stock status compared to NVDA !

Soon, it will be a show case for everyone here why Fundamentals are important for buy/hold stocks.

Let us revisit after 2-3 years about PLTR !