$Palantir Tech(PLTR.US)

Most of the time, the market is long when bullish and short when bearish. People always seem to be in a hurry, passing by each other with a quick greeting.

Wall Street analyst Dan Ives is widely regarded as one of the staunchest supporters of Palantir $Palantir Tech(PLTR.US).

The reason is:

Ives believes Palantir is the "gold standard" for enterprise AI applications, with its platform having a leading advantage in AI implementation and commercialization, and almost no direct competitors.

As a result, he predicts Palantir could reach a market cap of $1 trillion in the next 2-3 years.

Meanwhile, the big short seller Michale Burry insists that "$Palantir Tech(PLTR.US) WILL COLLAPSE IN 2 YEARS."

He believes there is a bubble in the AI field, as massive infrastructure spending (over $400 billion in annual capital expenditures) far outpaces weak revenue growth (e.g., OpenAI's revenue is only $20 billion). He compares the AI bubble to the telecom bubble burst and warns that low AI technology utilization, outdated hardware, and potential market declines before spending cuts could occur. Therefore, he is bearish on AI stocks.