Key Points
Two prominent hedge fund managers sold Nvidia and bought Palantir in the first quarter.
Nvidia has shaken off concerns about DeepSeek, and its stock trades at a reasonable valuation, compared to forward earnings estimates.
Palantir is a…
Virtual Machine News Platform
Two prominent hedge fund managers sold Nvidia and bought Palantir in the first quarter.
Nvidia has shaken off concerns about DeepSeek, and its stock trades at a reasonable valuation, compared to forward earnings estimates.
Palantir is a…