Nvidia Or Palantir Stock

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Nvidia Or Palantir Stock

Nvidia Or Palantir Stock - Which One To Buy?

Nvidia and Palantir are the two stocks which have gone through bullish and bearish trends in recent months. But both of these AI stocks are doing really good in 2025 so far.

Nvidia has gained almost 171% during the last year. Meanwhile, Palantir has managed to gain 340%. But today, things are different as both of these AI stocks are down by 20% from their highs.

Palantir Faces Headwinds

If we look at Nvidia, it started 2025 with a good bullish trend. However, that has now turned into a bearish trend despite strong results.

Nvidia recently announced that its revenue for the Q4 jumped by 78% y/y while its adjusted EPS also increased by 71%. Despite this, investors believe that the growth of Nvidia is slowing down and so is its gross margins.

On the other end, the decline in the share price of Palantir was more stronger and aggressive. Despite this, the Palantir stock has managed to change course and is now up by 65% YTD.

The reason why Palantir is under water is because of the firm's CEO's decision to sell $1.2 billion worth of shares. On top of that, the firm will also be affected by the US government's budget cuts.

Based on all of these reasons, it seems that Nvidia is a better stock as compared to Palantir. Why? The company has announced its Blackwell GPU chips, which will boost sales. On top of that, the firm has also announced that more powerful chips are also under development.

From robotics to AI to self-driving vehicles, the use-case of these chips is massive! On the other hand, the top customer of Palantir was the US government and now the government is trying to cut costs through budget cuts.

So, it is clear that if you have to choose between these two AI stocks, the winner is the Nvidia (NVDA).

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