Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
Briefly

Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
"NVIDIA's Q4 FY2026 was record-setting, with revenue hitting $68.13 billion, up 73.2% YoY, and free cash flow reaching $34.9 billion in the quarter alone."
"AMD just posted its best quarter ever: $10.25 billion in revenue, a 37.85% increase YoY, but its trailing P/E sits at 137, indicating overvaluation."
NVIDIA's Q4 FY2026 revenue reached $68.13 billion, a 73.2% increase YoY, with significant growth in Data Center and Networking. The company is seen as a strong investment with a 12-month target of $269.17, indicating a 37% upside. AMD reported its best quarter with $10.25 billion in revenue, but its stock is considered overvalued after a 253.18% increase in the past year. Palantir's valuation is the most challenging among the three companies, facing significant hurdles.
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