Palantir (NASDAQ: PLTR) is pushing AI out of the lab and into real operations through a new NVIDIA collaboration that could accelerate AIP adoption across enterprise and government. But PLTR is priced for perfection, so any budget noise, delayed contracts, or legal overhang can hit the multiple fast, even if the long-term story stays intact.
Stock prices used were the market prices of Dec. 5, 2025. The video was published on Dec. 11, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.