The Tesla Shock Nobody Sees Coming

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Surbhi Jain
October 02, 2025

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

  • Track NBIS stock here.

The question for investors: does the real value sit in the physical backbone of AI, or in the applications that ride on top of it?

Infrastructure Vs. Applications

Nebius, spun out of Russian roots and now making its play in the U.S. markets, wants to become the ultimate infrastructure provider for the AI boom. Its model is straightforward -- build out massive GPU farms, expand data center capacity and secure energy supply to keep them humming.

In a world where NVIDIA Corp's (NASDAQ:NVDA) chips are scarce and every company from Meta Platforms Inc (NASDAQ:META) to OpenAI is fighting for compute power, Nebius is pitching itself as the indispensable supplier.

Read Also: Nebius Is Nvidia’s Strategic Weapon--And Microsoft Just Took The Bait

Palantir, by contrast, has long staked its claim as the "AI operating system" for enterprises and governments. Its Foundry and Gotham platforms are embedding AI into workflows -- defense intelligence, health care planning and industrial optimization.

If Nebius is selling shovels in the AI gold rush, Palantir wants to own the maps, the pans, and maybe the mining rights themselves.

Valuations At Altitude

The catch is price. According to Benzinga Pro data, Nebius trades at a price-to-sales ratio of 105.1, while Palantir sits even higher at 135.8. These are stratospheric multiples -- investors are effectively valuing both companies as if a century of growth will materialize in the next decade.

The market is assigning different risks to each. Nebius could benefit immediately from red-hot GPU demand, especially as hyperscalers scramble to secure compute power. Palantir, meanwhile, must prove that its AI deployments stick, expand, and become indispensable across industries.

Both stories are compelling -- but neither has room for execution missteps.

Investor Takeaway

The AI race is not just about chips or apps -- it's about which layer of the stack captures enduring value. Nebius is betting infrastructure scarcity will keep margins fat, while Palantir is banking on its role as the AI brain for enterprises.

At 100x sales, both stocks are priced for perfection. For investors, it may not be a matter of who wins big, but who blinks first.

Read Next:

  • Nvidia High-Fives Palantir, Rocket Lab -- On This List Of ’10-Bagger’ Legends

Photos: Courtesy Nebius; Palantir, Shutterstock

Continue Reading...

Popular

Trump administration cuts nearly $8B in clean energy projects in blue states

WASHINGTON (AP) — The Trump administration is cancelling $7.6 billion in grants that supported hundreds of clean energy projects in 16 states, all of which voted for Democrat Kamala Harris in last year's presidential election.

Nvidia's Value Reaches $4.6 Trillion, Bitcoin Eyes $120,000: What's Moving Markets Thursday?

On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open.

Biotech With Multiple Orphan Drugs Is Quietly Opening Its Doors - Ad

A promising biotech developing treatments for rare childhood brain diseases is opening a new raise. Its lead drug has fast-track status, orphan designations, is nearing Phase 2 and backed by a Global Integrator.

IBM Stock Jumps 5% After Quantum Computing Breakthrough

Shares of International Business Machines Corporation (NASDAQ: IBM) are up Thursday after the company announced it reached a technological milestone in quantum computin

Donald Trump's Approval Rating Crashes to Record Low — Here's What's Driving the Decline

According to the recent YouGov/Economist poll, President Trump's approval rating has taken a nosedive, reaching its lowest point in his second term.

Want To Know the No.1 Crypto and the No.1 Stock? - Ad

The #1 crypto is just $3. Crypto analysts say a cash injection could drive it as high as $100 in the next year. The #1 stock is equally exciting. It's less than $10 but made a HUGE deal recently to work with Nvidia.

Palantir Stock Climbs Nearly 2% In Thursday Pre-Market: What's Going On?

Shares of Palantir Technologies Inc. (NASDAQ: PLTR) climbed 1.53% in Thursday pre-market after it signed a strategic deal worth billions with the U.K. government.

America Has A New No. 1 Beer — And It's Got Bud Light DNA

When it comes to beer in the United States, there's a new bestselling brand.

Elon's $25 Trillion Confession - Ad

Elon Musk: "Tesla will become a $25 trillion company." That would make Tesla 8x bigger than Apple today. How is that possible? He admits it's all thanks to this one AI breakthrough that will take AI out of our computer screens and manifest a 250x boom here in the real world.

3 Gold Mining Stocks Shine As Prices Hit Records

Gold mining stocks Anglogold Ashanti, Coeur Mining, and New Gold join the top 10% for quality as gold prices hit fresh highs.

Rare Disease Biotech Offers Access Ahead of Key Milestone - Ad

This late-stage biotech is gearing up for Phase 2 trials with an FDA-designated orphan drug. It's already drawing comparisons to recent billion-dollar exits. Backed by a proven biotech incubator, it's now offering early access to its raise.

Ethereum Co-Founder Vitalik Buterin Responds to Security Concerns Over OpenAI's ChatGPT

Ethereum co-founder Vitalik Buterin has voiced his concerns over potential security risks associated with OpenAI's ChatGPT, which could lead to the leakage of personal user data.

Bitcoin Struggles Around $112,000, But Here's Why The Bull Run Is Not Over Yet

Bitcoin's (CRYPTO: BTC) is languishing around $112,000, but a prominent trader remains adamant about a strong end to the year.

Why This Crypto Skeptic Had a Change of Heart - Ad

He used to make fun of crypto. Now... he says one $3 crypto could rise to $92 by next year.

Carney Cuts The Red Tape, Unveils Over $43 Billion In Flagship Projects

PM Mark Carney announces first projects to be reviewed by Canada's new Major Projects Office, aiming to cut red tape and attract investments.

The "Mar-A-Lago Accord" Is Now Underway - Ad

The global order is in chaos. And according to 40-year market veteran Dr. David Eifrig, the biggest controlled demolition of the old monetary order in history could now be here, too. That means if you don't take action today, your wealth could decline by 40%... (Yes, even your cash savings.)

Johnson & Johnson's Tecvayli-Darzalex Combo Shows 100% Response In Newly Diagnosed Myeloma Patients

Johnson & Johnson's Tecvayli-Darzalex regimen showed 100% response rates and high MRD negativity in newly diagnosed multiple myeloma patients.

Lam Research And JSR Resolve Legal Disputes As They Team Up On AI Era Chips

Lam Research and JSR Corp agreed to collaborate and cross-license, combining their expertise to accelerate semiconductor manufacturing and reduce costs.

How the Multiplier Effect is Working on This $3 Crypto - Ad

It's called the multiplier effect in crypto. In short, because of a lack of supply, small inflows of cash can create major moves in the overall value of the crypto. And it's particularly strong in one $3 crypto. Crypto analysts are suggesting it could rise to as high as $100 by next year.

Fed convenes meeting with a governor newly appointed by Trump and another he wants to oust

WASHINGTON (AP) — After a and the Federal Reserve began a key meeting on interest rate policy Tuesday with both a new Trump administration appointee and an official the White House has targeted for removal.

Time to Say Goodbye to "Old" Dollar? Say Hello to "Trump's New Dollar" - Ad

If you have any money in U.S. dollars... learn how to prepare for "Trump's new dollar"... Because this could be the biggest change to our financial system in 54 years. President Trump even called it: "The greatest revolution in financial technology since the birth of the internet itself."

Apple's iPhone 17 Series Takes Off, Meta's New Smart Glasses And Major Partnerships In AI Space: This Week In AI

This weekend's tech roundup featured Apple's strong iPhone 17 launch in China and India, Meta's new smart glasses, major AI partnerships like Intel-Nvidia and PayPal-Google, and Jim Cramer questioning Huawei's chip breakthrough.

Scam centers are spreading in East Timor, UN report says

BANGKOK (AP) — A suspected scam call operation and a suspicious network of companies was discovered with links to a new free trade zone in East Timor, the U.N. Office of Drugs and Crime said Thursday.

New Biotech Offering Targets $426B Rare Disease Market - Ad

The rare disease drug space is growing fast-and so is investor interest. With exclusivity, pricing power and major M&A moves, the rare disease space is getting interesting. This company has the science and the experience.

Kevin O'Leary Once Admitted He Wasn't The Best Dad — But The Shark Gave Himself A '10 Out Of 10' Score In One Key Area

Kevin O'Leary admitted he wasn't always present as a father but said financial stability made him a "10 out of 10" provider, sharing how tough-love lessons with his son and sacrifices echoed by Barack Obama and Mark Cuban highlight the trade-offs between family and success.

Appeals court rejects Trump's bid to unseat Federal Reserve governor Lisa Cook ahead of rate vote

WASHINGTON (AP) — An appeals court ruled Monday that can remain a Federal Reserve governor, rebuffing President Donald Trump’s efforts to remove her just ahead of a key vote on interest rates.

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Microsoft resolves European Union probe into Teams

LONDON (AP) — European Union regulators have accepted Microsoft's to Teams, resolving a long-running antitrust investigation that targeted the company's messaging and videoconferencing app.

Biotech With Multiple Orphan Drugs Is Quietly Opening Its Doors - Ad

A promising biotech developing treatments for rare childhood brain diseases is opening a new raise. Its lead drug has fast-track status, orphan designations, is nearing Phase 2 and backed by a Global Integrator.

Elizabeth Warren Says Measles Can Hit Record Highs, Slams RFK Jr.'s CDC Panel For Delaying Vaccine: 'How Does That Keep Our Kids Safe?'

Sen. Elizabeth Warren (D-Mass.) on Thursday criticized the Centers for Disease Control and Prevention's vaccine advisory panel following its controversial vote to delay the combined measles, mumps, rubella, and varicella or MMRV vaccine for children under 4 years old.

Want To Know the No.1 Crypto and the No.1 Stock? - Ad

The #1 crypto is just $3. Crypto analysts say a cash injection could drive it as high as $100 in the next year. The #1 stock is equally exciting. It's less than $10 but made a HUGE deal recently to work with Nvidia.

Robert Kiyosaki Blasts Mutual Funds and ETFs as 'For Losers,' Backs Trump's XO for Alternative Investments

Robert Kiyosaki has expressed approval for President Trump's recent executive order, which he believes will democratize access to alternative investments for 401k investors.

Elon's $25 Trillion Confession - Ad

Elon Musk: "Tesla will become a $25 trillion company." That would make Tesla 8x bigger than Apple today. How is that possible? He admits it's all thanks to this one AI breakthrough that will take AI out of our computer screens and manifest a 250x boom here in the real world.

Web of business interests shows that Kimmel's future rests on far more than his jokes

NEW YORK (AP) — The decision about whether to keep on his late-night ABC show depends on far more than his jokes. The choice is complicated by a web of business and regulatory considerations involving ABC’s parent company, other media companies and the Trump administration.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright systemtrading.ca
Privacy Policy | Terms of Service