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Wall Street’s AI Stock Dilemma: PLTR, AMD, SMCI Face Valuation Scrutiny

Wall Street’s AI Stock Dilemma: PLTR, AMD, SMCI Face Valuation Scrutiny

Author:

Global Cryptocurrency

Published:

2025-11-08 18:52:03

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BTCCSquare news:

Artificial intelligence stocks have stumbled amid growing concerns over stretched valuations. Palantir Technologies (PLTR) reported strong quarterly results but faced sell-offs as short-seller Michael Burry targeted the stock alongside Nvidia. Advanced Micro Devices (AMD) and Super Micro Computer (SMCI) similarly grapple with market skepticism despite their AI infrastructure roles.

Palantir CEO Alex Karp's CNBC remarks accusing short sellers of manipulation underscore the tension between fundamental performance and market sentiment. The divergence highlights a broader reckoning for tech equities riding the AI wave—where execution now matters more than narrative.

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