Supermicro Soars on AI Server Demand While Palantir Slows

Palantir's growth is slowing due to uneven government contracts and macro headwinds. It's cutting costs and staying profitable.

Supermicro is riding high thanks to a partnership with Nvidia for AI servers. Revenue and earnings are soaring.

Supermicro doubled its share of the AI server market sequentially last quarter.

Supermicro seems undervalued compared to its growth potential. Palantir seems overvalued.

Supermicro looks like the better AI investment right now thanks to its lower valuation and higher growth.