News about Palantir

The author argues that concentrating a large sum in one stock is a risky bet and that diversifying across companies building different parts of the same future is smarter, so suggests splitting $10,000 equally, $2,000 each, into five AI-linked stocks for the long term. Space Exploration Technologies (SPCX), public since its June 2026 IPO and trading near $145 with a market cap close to $2 trillion, has a bull case built on Starlink's direct-to-cell service and Starship's frequent, cheaper launches, but would likely track the market if that progress stalls. Palantir (around $195) could grow a $2,000 stake to $8,000 to $10,000 by 2035 if its rare growth pace holds, or to about $3,000 if growth merely cools; Broadcom (around $340) could reach about $6,000 in a bull case or about $3,000 if customer concentration becomes a problem. AMD (around $540) could reach $8,000 if it closes its software gap with Nvidia's CUDA, or about $4,000 if it falls short. TSMC (around $415) is expected to keep fabricating the physical chips, with its planned Arizona investment at $265 billion and its 2026 capital expenditure budget lifted toward $64 billion.

The author argues that spreading money across several companies in a promising sector beats concentrating in one stock, and suggests splitting $10,000 into five $2,000 stakes in SpaceX (SPCX), Palantir (PLTR), Broadcom (AVGO), AMD and TSMC. SPCX, which went public in June 2026, trades near $145 with a market cap of close to $2 trillion; PLTR trades near $195, and its U.S. commercial revenue more than doubled in the first half of 2026. Under the author's scenarios, $2,000 in PLTR could grow to $8,000–$10,000 if growth continues or about $3,000 if it slows; AVGO could reach near $6,000 or about $3,000; AMD could reach $8,000 or about $4,000. TSMC has raised its planned Arizona investment to $265 billion and its 2026 capex budget toward $64 billion.