Now, these stocks could keep rising; the near-term fundamentals do look strong. However, with many of these names up more than 100% this year, I’m wondering if it might be smarter to focus on some of the AI stocks that have been left for dead?

A cheap Mag 7 stock

One high-quality AI stock that’s suffered recently is Microsoft (NASDAQ: MSFT). This year, it’s actually down despite all the AI hype.

Why’s it fallen? Because it’s a software business and investors don’t want a bar of software right now.

I think there could be an opportunity to consider here while the stock’s under pressure. In my view, it’s far too early to write this company off. Recent earnings were strong. For the quarter ended 31 March, revenue was up 15% year on year at constant currency.

Notably, on the earnings call, the company said that its Copilot service now has 20m paid enterprise seats. This suggests its AI services are gaining traction.

It’s worth pointing out that Microsoft is the second largest cloud computing company in the world (it’s not just a software play). And it’s developing its own AI chips. So while there are risks around software disruption, I continue to see a lot of potential here, especially while the price-to-earnings (P/E) ratio is in the low 20s.

Consistent top-line growth

Another name that’s been lumped into the software basket is AXON Enterprise (NASDAQ: AXON). The maker of Taser guns, it’s a global leader in public safety.

This company – which is using AI heavily today – continues to grow at a rapid rate. For the first quarter of 2026, revenue was up 34% to $807m (its ninth consecutive quarter of 30%+ growth). On the back of this performance, the company raised its full-year guidance.

However, investors weren’t that excited because it’s not an AI infrastructure play.

With the stock down around 50% from its highs, I see an opportunity to consider here (I’ve been buying shares recently). A growth slowdown is a risk given the company’s high P/E ratio (40, using next year’s earnings forecast), however, taking a five-year view, I’m very bullish.

No AI slop here

Finally, Palantir‘s (NASDAQ: PLTR) another AI stock that could be worth checking out. I’ve been buying here too.

Last quarter, this company generated revenue growth of an unbelievable 85% as businesses in the US scrambled to adopt its AI solutions. However, investors didn’t care – because it’s a software company.

Is Anthropic a risk? Potentially. However, if you listen to the Q1 earnings call, the company repeatedly talks about how its Artificial Intelligence Platform (AIP) is superior to standard LLMs.

“AIP is the only platform that establishes a true AI no-slop zone, a necessary requisite to converting potential AI leverage into compounding real-world value without risking enterprise disaster.”

Palantir Chief Revenue Officer Ryan Taylor

Now, this stock’s expensive – the forward-looking P/E ratio using next year’s earnings forecast is 68. However, if the company keeps growing at a prolific rate, it’s only a matter of time until it looks cheap.

So I think it’s worth considering as a growth play.

The post While everyone’s piling into AI infrastructure stocks like Micron and SanDisk, consider these out-of-favour Nasdaq 100 names appeared first on The Twelfth Magpie.

Since I bought this stock early last year, it has crashed 65%! The digital education firm’s first-quarter report earlier this week showed slowing growth.

In contrast, Palantir (NASDAQ:PLTR) continues to report eye-popping growth. The question I’m asking myself now is: should I dump Duolingo and switch to Palantir?

A mixed quarter

Duolingo offers over 40 different languages, as well as courses in maths, music, and chess. It has a free ad-supported offering and two paid subscription tiers for more serious students.

Heading into Q1, management warned that bookings growth would be slower because it was working to improve the free user experience to capture a wider pool of learners. It’s aiming for 100m daily active users (DAUs) in 2028.

Looking at the results, I see no immediate red flags. Revenue increased 27% to $292m, beating estimates, while DAUs grew 21% to 56.5m. Paid subscribers jumped 21% to 12.5m, and the free cash flow margin improved to 50.6% ($147.8m), which is exceptional.

Looking ahead, however, management warned that Q2 bookings would slow to approximately 6%, before accelerating to approximately 10.5% for the full year. Bookings serve as the leading indicator for what revenue will roughly look like in the coming quarters.

A blowout quarter

Meanwhile, Palantir is showing no weakness. In fact, the AI software company reported another blockbuster quarter earlier this week.

Revenue skyrocketed by an astonishing 85% to $1.6bn, with full-year guidance raised to 71% growth. US commercial revenue grew by a staggering 133%, as firms continue to flock to its Artificial Intelligence Platform (AIP).

CEO Alex Karp was quick to downplay these achievements, as he said: “We are an N of 1. Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale.”

It’s worth noting that Palantir isn’t just disseminating AI software to others. It’s also using the technology to reduce headcount even as the firm’s growth scales explosively.

My move

Honestly, it’s tricky to assess whether Duolingo is successfully laying the foundations to become a much larger company or its growth is over. Clearly, the market thinks the latter, given that Duolingo’s enterprise value to free cash flow is now just 11.

Personally, I think that’s far too cheap given that we see no evidence of AI disruption in its business, despite the technology already being around for years.

In Q1 alone, we published 20,500 course units…that is more than 10 times what we were shipping per quarter just two years ago. AI has fundamentally changed what is possible for us, and I believe we are just scratching the surface.
CEO Luis von Ahn

In contrast, Palantir is trading at more than 100 times trailing free cash flow. So, it’s chalk and cheese with the valuations.

As I see it, the Duolingo story is in temporary limbo (and investors hate uncertainty), whereas the Palantir growth story looks fully priced in. My assessment then is that Palantir stock is currently overvalued but Duolingo looks undervalued.

On this basis, Duolingo might be worth a look. But I’m leaving them both alone to focus on other stocks.

The post Should I dump Duolingo from my ISA and buy Palantir stock instead? appeared first on The Twelfth Magpie.

Now, since my purchase, the growth stock has risen as high as $162. However, this week, it has fallen back to around $135 on the back of the company’s Q1 earnings report. Given this dip, I’ve been buying more shares for my portfolio.

Superb Q1 results

Palantir’s Q1 results were quite incredible. For the quarter:

• Revenue was $1.63bn, up 85% year on year (its highest ever year-on-year growth rate)
• US commercial revenue was $595m, up 133%
• US government revenue was $687m, up 84%
• Adjusted income from operations was $984m, up 152%

These numbers show that the company is growing both its top and bottom lines at a phenomenal pace (which suggests that demand for its AI solutions is very high). Note that the company’s ‘rule of 40’ score (revenue growth plus operating margin) was 145, which is pretty much unheard of.

Strong guidance

I’ll point out that guidance was also very strong. Looking ahead, the company expects revenue of $7.65bn to $7.66bn for 2026 (versus $4.48bn last year) along with adjusted income from operations of between $4.44bn and $4.45bn (versus $2.25bn for 2025).

These numbers were well above analysts’ forecasts. Note that looking further out, CEO Alex Karp said that he expects US commercial revenue to double in 2027 on the back of demand for the company’s Artificial Intelligence Platform (AIP).

While some within the industry are spending their way to a version or likeness of growth, we have built the platforms that are delivering record and accelerating levels of profit.
Palantir CEO Alex Karp

Why I bought the dip

Overall, the results showed that the AI company continues to grow at a spectacular rate and that demand for its services isn’t slowing down. And that’s why I bought more shares for my portfolio.

In my view, this company is a leader in the AI industry. It offers solutions that add real value for customers and already it’s generating billions in revenue on an annual basis.

I also like management’s confidence. It’s worth noting that on the Q1 earnings call, management stressed that there’s no ‘AI slop’ with its products.

I’ll point out that I expect this stock to be volatile. Because it has a very high valuation (the forward-looking price-to-earnings (P/E) ratio is around 100) and high-multiple stocks tend to be turbulent.

Concerns over competition from other AI companies could also lead to share price volatility. Right now, some investors are worried that Anthropic is going to cut into its lunch.

Taking a five-year view, however, I expect this AI stock to perform well (I think it will grow into its valuation). In my view, it’s worth considering as a high-risk, high-reward growth play.

The post Palantir stock: I’m buying the dip after this week’s blowout Q1 earnings appeared first on The Twelfth Magpie.

The firm’s revenue and profit numbers were off the charts. But so are a different set of numbers and those present a real challenge for investors. 

Results

Overall, Palantir’s revenues grew 85%. But the really exciting number was the growth in the US Commercial division. For a long time, the firm’s main client was the US government. That’s a customer with some of the deepest pockets around but, after all, there’s only one of them.

More recently though, the firm’s made a move into a much bigger market. It’s been targeting US companies and taking them by storm. Palantir’s been operating through a series of bootcamps – essentially trial runs of its product. These have been – and continue to be – hugely effective.

Businesses seem to be falling over themselves to sign up after seeing what the firm’s data organising, Palantir Ontology, can do. That’s why the stock’s been surging.  That’s not what the word ‘ontology’ usually means, but who cares? The company isn’t showing any signs of slowing down, but the stock fell after the report.

What’s the problem?

When a company’s share price falls as the underlying business gets better, the stock becomes more attractive. And that’s true of Palantir.

The trouble is, the shares are still trading at incredibly high multiples. Despite the decline, the trailing price-to-earnings (P/E) ratio is around 153. That’s certainly lower than it has been in recent months. But does the sentence “it’s a bargain at a P/E of 153” sound plausible to anyone?

This is the problem for investors. Palantir’s results were outstanding, but it’s still hard to say the share price coming down is unjustified. It’s one thing to think a stock’s likely to fall if things go wrong with the business. But it’s another to think it should dip if they go right. 

Challenges

It’s also worth noting that the valuation point is before we even get to factoring in the risks with the business. And there are some. The most obvious is Anthropic’s Claude. This is a threat for Palantir to contend with in two main ways.

One is that Claude’s the AI tool that Palantir uses to help customers act on their data. That creates a point of dependence on Anthropic. Another is that Claude’s releasing plugins that can manage certain tasks. Importantly, they can do this without an expensive Palantir set-up.

Both of these are issues for investors to take seriously. And the high valuation multiples amplify the size of any setbacks or disruption.

Risks and rewards 

Palantir shares just fell despite the firm reporting some terrific earnings. And I don’t think investors can have too many complaints. The problem is, the stock wasn’t just priced for perfection. It was priced for more than this – even with outstanding results, it still looks expensive.

That makes me wary. I’m ok with a stock falling if things go badly, but the idea that perfect might not be good enough concerns me.

Fortunately, I think there are much more compelling opportunities elsewhere. So I’ll leave Palantir for others and focus on.

The post Buy the dip on Palantir shares? appeared first on The Twelfth Magpie.

The share price has since fallen by 5.8%, though. So, let’s take a deeper look into the company’s earnings and see whether there is a potential opportunity for investors.

So much to be optimistic about

Reading Palantir’s quarterly earnings report, there are a lot of reasons to be optimistic about the firm’s future:

• Overall revenue grew 85% year on year; the company’s highest ever growth rate.
• US commercial revenue grew by 133%.
• US government revenue grew by 84%.
• Net income increased from $218m to $876m.

What’s so great about these results is that they represent the eleventh consecutive quarter of accelerating growth. In the final quarter of 2025, revenue growth was 70%. In the first quarter of 2025, growth was 39%. This, therefore, marks a clear acceleration.

Moreover, the firm’s guidance provides further excitement. It’s expecting revenue of $7.650-$7.662bn for the full year. This represents a growth rate of 71% from 2025. It’s also an uplift from the 61% guidance for growth that was issued in February.

Considering that revenue was only $2.2bn for 2023, Palantir stock has been one of the best growth stories of recent times.

But not all is about growth, as valuation should also be considered.

Valuation issues persist

One of investors’ biggest qualms with Palantir stock has been its stupidly high valuation.

Right now, the company’s shares sport a price-to-sales ratio of 71.9… very pricey!

And the price-to-earnings (P/E) ratio of its shares is 164.1. This would put many investors off.

However, the P/E has been falling, making the firm’s shares look relatively cheap compared to what they previously were. It had a P/E of 607.2 at the end of September 2025.

Its forward P/E is also only 113.6. Considering that its shares have only fallen by 33.7% since they peaked in early November 2025, most of this fall can be attributed to the company growing into its valuation.

We can already see that the firm is growing at a tremendously quick pace. So, while the valuation might be a bit too much for many investors, I can see this falling very soon, as the firm’s growth accelerates.

One of AI’s best prospects

There are definitely risks for Palantir. For example, there is intense competition in the AI space, particularly with the rise of agentic AI platforms, such as Anthropic’s Claude, which could seriously challenge the company’s business model.

However, on the whole, I still believe Palantir stock is one of the most promising opportunities for investors to consider in the AI space.

Its artificial intelligence platform (AIP) has been a big winner among commercial clients. This is evident from its US commercial customers growing 42% year on year this quarter.

I believe that Palantir stock has ultimately fallen because of valuation concerns, despite its stellar quarterly results.

For patient and long-term focused investors, I don’t think valuation should be a sticking point, as the company could very quickly grow into this.

Therefore, I think today’s share price fall definitely represents an opportunity for investors to consider buying its shares.

The post Should investors consider buying Palantir stock after its stellar earnings? appeared first on The Twelfth Magpie.

That’s because, since 2020, the software company’s revenue has swelled from $1.1bn to an expected $7.2bn this year. Profits have also exploded higher, sending the share price up by an eye-popping 1,469% over this time.

Since November, however, the stock has fallen 29%. Does this represent a great opportunity to add Palantir to my ISA? Here are my thoughts.

Accelerating growth

Unlike many software companies, Palantir doesn’t operate a data platform that customers just look at. Instead, it builds software that pulls together messy, scattered data and turns it into insights that decision-makers can act on quickly in real time.

While the firm cut its teeth in the defence and intelligence world, it’s the commercial side that’s now enjoying explosive growth. Its AIP (Artificial Intelligence Platform), in particular, allows organisations to deploy large language models (LLMs) safely on their private data.   

In Q4, commercial revenue skyrocketed 137% to $507m. And Palantir closed 180 deals worth at least $1m and 61 deals of $10m or more. Quarterly net profit was $609m, representing a 43% margin on total revenue of $1.4bn.

What has excited lots of investors — and sent the stock skywards — is that the company’s rate of growth has been accelerating in recent quarters.

A polarising company

Now, as impressive as this is, I do have a couple of concerns. One is that Palantir is a politically polarising company, with a bogeyman reputation among many people.

At the weekend, for example, the firm published a 22-point post online. This stated that free and democratic societies needed “hard power” in order to prevail, as well as predicting a future filled with autonomous AI weapons. Naturally, this caused a backlash in some quarters.

The question is not whether AI weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.
Palantir.

Due to rhetoric like this, some liberal MPs are calling for the government to scrap the NHS’s £330m contract with Palantir. And with its technology being widely used in the Iran war and by US Immigration and Customs Enforcement (ICE), more controversy seems certain.

The second concern relates to valuation. At present, Palantir has a massive $353bn market cap, yet is only expected to generate around $7.2bn in revenue this year. This means it trades at a forward-looking price-to-sales ratio of almost 50.

And while Wall Street analysts expect revenue to double between now and 2028, this is still an incredibly pricey stock. If growth unexpectedly slows, the valuation would almost certainly prove unsustainable.

So what’s my move?

Palantir is undoubtedly an exciting company, with super-strong margins and a long potential runway of growth ahead. The firm also has a distinctive corporate culture that keeps it innovating ahead of rivals and focused on the long term.

However, it’s also politically polarising, and I worry this may reduce its international growth prospects, especially in Europe. With the stock trading very expensively, this isn’t one I’m looking to buy for now.

The post Down 29%, should I buy Palantir for my Stocks and Shares ISA? appeared first on The Twelfth Magpie.

Recently, I added two new moonshots to my ISA. Here are the stocks I bought.

A stock for the AI automation age

First up, we have Palantir (NASDAQ: PLTR). It’s a fast-growing technology company that helps government organisations and commercial businesses generate AI-powered insights from their data.

Now, I view this growth stock as extremely risky. That’s because its valuation is insanely high.

Currently, it sports a price-to-earnings (P/E) ratio of about 100 and a price-to-sales ratio of about 70. Those multiples don’t leave any room at all for a major slowdown in growth (which is a possibility).

Taking a five-year view though (our preferred investment horizon here at The Motley Fool), I see the potential for explosive returns. Because this company’s the clear leader when it comes to AI transformation.

We can see this in its recent results. For the fourth quarter of 2025, its revenue was up 70% year on year with US corporate revenue up a whopping 137%.

That kind of growth suggests that the company’s AI platform is the real deal. No other AI software company is generating anywhere near that kind of growth today.

Looking ahead, I’m backing this company to continue doing well as businesses embrace AI in an effort to automate their operations. That said, I expect the company’s share price to be volatile, so this investment’s likely to be a wild ride.

A play on the Great Wealth Transfer

The other stock I bought was Robinhood Markets (NASDAQ: HOOD). It operates one of the world’s fastest-growing investment and trading platforms.

I’ve invested in this company for several reasons. One is that I’m extremely impressed with its level of innovation. This company makes UK brokers like Hargreaves Lansdown and AJ Bell look like dinosaurs. Today, it offers commission-free stock trading, options trading, crypto, prediction markets, tokenised stocks, private markets, banking, social trading, and more.

I’ll point out this innovation is driving strong growth. Last quarter, revenue was up 27% year on year (and that was with a major bear market in crypto).

I also think that in the long run, this company could be a major beneficiary of the ‘Great Wealth Transfer’, as trillions are passed down to younger generations in the decades ahead. So this company could prosper given its user base today is mainly younger investors.

Like Palantir, this is a high-risk stock. Its valuation isn’t crazy (the P/E ratio’s only 32) but it operates in a competitive industry and there’s no guarantee its user base will remain as interested in investing as it is today.

Taking a long-term view though, I’m bullish on its prospects.

The post Retire early? I’ve just bought 2 new ‘moonshot’ growth stocks for my ISA appeared first on The Twelfth Magpie.

With the stock recently falling more than 35% from its highs, however, the valuation has come down quite a bit. So, I decided it was finally time to pull the trigger and get on the Palantir bandwagon.

A true AI beneficiary

Palantir’s unbelievable growth was a key factor behind my investment decision. This is a technology company that is benefitting from the AI revolution in a big way.

Just look at recent Q4 results. For the quarter:

• Revenue was up 70% year on year to $1.4bn
• US revenue was up 93% to $1.1bn
• US commercial revenue was up 137% to $507bn

I can’t remember the last time I saw an established company grow its top line at 70% year on year. That’s pretty much unheard of.

Note that for 2026, the company expects revenue growth of 61%. That’s mind-blowing.

It’s not just a top-line story here, however. Profits are also skyrocketing.

For the fourth quarter, net income attributable to common stockholders was up 670% year on year to $609m. Meanwhile, the company’s ‘Rule of 40’ score (revenue growth plus operating margin) was 127 (again, almost unheard of).

These results suggest that we have a very unique company here. This is not your average software company.

“Our customers aren’t tentatively trying AI. They’re committing to it at scale, with Palantir as the driving force.”
Ryan Taylor, Palantir Chief Revenue Officer and Chief Legal Officer

Earnings call insight

Reading through the Q4 earnings call transcript, there was one part that jumped out at me. It was a quote from an executive at a construction company who said: “We’ve gone all-in so much so that every other software must justify its existence, and so far they haven’t been able to. The ontology is the secret weapon. Nothing else comes close. And not only are we getting rid of third-party software; we’ve replaced their functionality and then beaten them to new features, all within the year, because of the ontology.“

Obviously, this is just one company’s feedback. But it suggests that Palantir has a powerful product.

Palantir’s ‘ontology’ is essentially the translation of data into understandable concepts. It allows users (humans and AI agents) to make decisions directly within the platform.

A small buy for me

Now, I’ll point out that my stock purchase was very small. Right now, Palantir is one of the smallest holdings in my portfolio.

I’ve started with a tiny position for a few reasons. One is that the stock is falling – the downtrend could have further to run.

Another is that the stock is still priced for very high growth (the price-to-earnings (P/E) ratio is about 100). Yet there’s no guarantee that the strong growth will continue.

I see a lot of potential in the long run, however. I plan to keep buying the stock on share price weakness and build up my position over time.

The post I just bought some Palantir stock while it’s 35% below its highs appeared first on The Twelfth Magpie.

Lately, though, things have been looking less rosy. The stock has already lost over a quarter of its value this year — and we are only in the middle of February!

For existing shareholders, that might be ringing some alarm bells. But could this be an opportunity for me, as someone who has never owned any Palantir stock, to buy some?

Valuation looks hard to justify

I do not think so.

I see Palantir as a case study of a share where investors have got giddy about a company’s future potential and may have lost sight of its current performance.

Nobody doubts that the Palantir business is doing well. The company’s latest quarterly results showed year-on-year revenue growth of 70%.

That is impressive, especially considering the expense and complexity of what Palantir is selling. In its most recent quarter alone, it closed 61 deals each worth at least $10m in lifetime revenue. That was alongside many smaller ones.

Net income attributable to common stockholders in the same quarter the prior year had been $79m. This time around it was $609m. That is 770% growth. Wow!

Given such strong results, why has Palantir stock done so poorly this year? In a word: valuation.

Sky-high expectations were already baked into the company’s price. Even now, with its $310bn market capitalisation, Palantir is trading for 207 times earnings. That is far, far too high for my tastes as an investor.

Looking ahead, maybe Palantir could be worth it

One swallow does not a summer make. The latest quarterly results are not necessarily an indication of what to expect in future.

But they do show a company experiencing an enormous demand surge and translating it into earnings growth.

If Palantir could grow its net income by something around that 770% for this year and next, suddenly the prospective valuation may not look so huge.

In fact, the current price could potentially turn out to be a long-term bargain.

I see Palantir as offering a ‘sticky’ product. The more clients use its high-priced offering and seek to justify why, they more likely they may become to use it in future.

With proprietary programming, a very impressive roster of existing clients, and large installed user base, the Palantir growth story may just be starting in earnest.

This one’s not for me

Then again, it may not.

For starters, it remains to be seen whether Palantir is really one of a kind or if rivals can figure out how to offer much the same service at a far more competitive price level.

The company has also attracted controversy thanks to what it does and who it does it for. That can go with the territory of working with governments and militaries, but it does raise a reputational risk.

On top of that, Palantir’s core intellectual property is something of a black box. I do not (and cannot) know what it is, so cannot properly assess what sort of competitive advantage it may offer the business.

So, I have no plans to add Palantir stock to my portfolio despite the recent price crash!

The post Palantir stock’s crashed 26% already in 2026. Time to buy the dip? appeared first on The Twelfth Magpie.

Despite this, the investor is doubling down on his AI-is-in-a-massive-bubble thesis. And he reckons this hyper-growth stock is vulnerable to a massive share price crash.

Cassandra unchained

As a reminder, Burry was portrayed by British actor Christian Bale in The Big Short film. There are many brilliant scenes in this movie, but my personal favourite is when Steve Carell’s character is told by a dancing stripper that she owns five houses and a condo — all financed with adjustable-rate mortgages.

That’s when the penny drops that there’s a subprime mortgage bubble. Anyway, long story short (no pun intended), Burry and the others were right and made a fortune.

Today, he sees another bubble with AI and has launched a paid Substack called ‘Cassandra Unchained’ to post his research on this subject.

No room for hiccups

This week, Burry shared a chart identifying a particular trading pattern in the share price of Palantir (NASDAQ:PLTR). He believes it has breached a crucial support level and could fall to $80, and then possibly as low as $50.

With the share price currently at $135, this suggests Palantir could crash by 50% or more!

Lending credence to this view is the software stock’s sky-high valuation. Right now, its price-to-sales (P/S) ratio is around 45, while the forward price-to-earnings (P/E) multiple is above 100.

Palantir has been driven to these levels by exceptional company growth, which has fuelled a near-700% share price rally since the start of 2024. However, at its current valuation, there’s absolutely no room for any earnings hiccups (a key risk).

Getting more interested

Now, it should be remembered that Burry is talking about a stock trading pattern. By contrast, The Motley Fool is focused on long-term investing (five years or more). Over this time period, such patterns often amount to nothing more than distant zigs and zags on a chart.

Palantir closed the fourth quarter with $4.26bn of total contract value, a key software bookings metric, which represented year-on-year growth of 138%. And management expects 61% top-line growth in 2026.

Palantir’s ‘Rule of 40’ score – that’s the company’s revenue growth rate plus operating margin – clocked in at an incredible 127%. In software circles, hitting 40 is seen as healthy for a growing business (hence the rule).

Perhaps it should be doubled and renamed the ‘Rule of 80’ now Palantir has made a mockery of it!

If the stock were to crash anywhere near $70, I will add it to my Stocks and Shares ISA. At this level, the forward-looking P/E multiple would be around 40, based on forecasts for 2027.

For a company as profitable as this, I think that would prove good value. Because even if Burry is right and an AI bubble pops, it’s unlikely that companies and organisations will suddenly stop using Palantir’s Foundry and AIP (Artificial Intelligence Platform). These are helping customers make better decisions and become more efficient and profitable.

With the stock down 35% since November, I’m definitely getting more interested. But I’m not ready to buy it just yet.

The post Meet the S&P 500 stock that Michael Burry says could crash 50% (or more)  appeared first on The Twelfth Magpie.