Snowflake is a data storage company for AI, but its valuation is considered rich despite positive free cash flow.
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If You're Not Buying Stocks Right Now, You Will Miss History Being Made
Jun 16, 2026
The creator discusses the AI stock market, comparing it to building a city with different phases: hardware/chips (like Nvidia), memory (like Micron), and now data/software. They highlight past successes of companies like Intel, Micron, and Regetti, but caution against chasing hype, emphasizing the difficulty of picking individual winners and the prevalence of losses that go unheard. The creator plans to analyze three specific AI stocks, starting with Palantir, focusing on understanding the businesses and fundamentals.
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CrowdStrike is in a growing cybersecurity market, but like Palantir, its stock price has run up, raising questions about its current investment value.
Palantir is the first of three AI stocks to be discussed in depth, focusing on its software that turns data into actionable answers for organizations.
Intel is cited as an example of a company that saw substantial stock growth, illustrating the potential returns in the AI sector.
Micron is highlighted as a memory company that experienced significant growth during the second wave of AI development.
Nvidia is mentioned as a company that was part of the first wave of AI, focusing on hardware and chips.
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