Source Post

Palantir CEO Alex Karp: "Something Has Gone Completely Wrong“ (3 Mid Cap AI Stocks To Buy Now)

The creator discusses Palantir CEO Alex Karp's critical view on AI sales, his partnership with Nvidia, and the importance of data control. The video then transitions to recommending three mid-cap AI stocks for investors to consider.

Linked Mentions

Tickers discussed in this post

PSNBullishHigh ConvictionSignal-backedPrimary

Penguin Solutions is a strong buy due to its diversified AI infrastructure offerings and positive financial outlook, with expected revenue and earnings growth.

AIPBullishMedium ConvictionSignal-backedPrimary

Arerus Inc. (AIP) is recommended for its critical role in designing sophisticated semiconductor IP for AI chips, especially in the growing automotive AI market.

BANDBullishMedium ConvictionSignal-backedPrimary

Bandwidth Inc. (BAND) is highlighted as a mid-cap AI stock with significant upside potential due to its unique position as a communications platform as a service provider owning its own tier 1 network.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned in the context of a partnership with Palantir, highlighting the importance of control over compute, models, and data.

PLTRNeutralLow ConvictionResearch Only

Palantir CEO Alex Karp expresses concerns about how AI is being sold and discusses a new partnership with Nvidia.

Linked Signals

Tracked calls opened from this post

PSN
buy opened Jul 2, 2026
+5.65%