Contrarian Take: Palantir Has a Much Bigger Problem Than Nvidia

Palantir Technologies (NASDAQ: PLTR) CEO Alex Karp proclaimed that his company's fourth-quarter 2025 results prove that Palantir is "an n of 1." The numbers that excited Karp so much were indeed stellar. Palantir's revenue soared 70% year over year to $1.4 billion. Its U.S. commercial revenue skyrocketed 137% year over year to $507 million. During Palantir's Q4 earnings call, management seemed to take a few swipes against companies such as Nvidia (NASDAQ: NVDA). For example, Palantir's Chief Revenue Officer and Chief Legal Officer, Ryan Taylor, said, "The next step is for the market to differentiate between those who are supplying the commoditization of cognition and those who are scaling the leverage made possible by it." No company is, to borrow Taylor's words, "supplying the commoditization of cognition" more than Nvidia is. However, I have a contrarian take: Palantir has a much bigger problem than Nvidia.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool