Nvidia vs. Palantir: One Is the Clearer Buy After Earnings

NVIDIA and Palantir both delivered major earnings beats with triple-digit growth and raised guidance, reinforcing the broader AI demand tailwind. However, the article highlights a valuation divergence—when two stocks appear to tell the same AI story from different parts of the stack, only one valuation is argued to be supportable—suggesting upside may be more selective than the fundamentals alone imply.