Palantir is a narrative-driven stock with improving business but high valuation risk and volatile sentiment.
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Time to SELL These 3 Stocks or BUY MORE?
Mark Roussin, CPAMay 12, 2026
The creator discusses the current chip stock craze, focusing on AMD and Nvidia. While acknowledging recent massive gains, he maintains a positive long-term outlook for AMD, suggesting it's still a buy despite profit-taking potential. He also plans to cover Nvidia in the next segment.
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Nvidia is a hold or buy on weakness, not a blind chase, as it's moved from cheap to reasonably valued with upside potential.
AMD is still a buy for long-term investors due to strong growth prospects and a relatively cheap PEG ratio, despite recent price surges.
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AMD
buy opened May 12, 2026
+20.14%