The recent pullbacks in $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) and $ServiceNow(NOW)$ ServiceNow (NOW) are part of a highly calculated, structural shift in the market rather than a total "SaaS apocalypse". The market has spent the last several quarters aggressively funding hardware infrastructure (the "shovels" like Nvidia). Now, it is undergoing an intense sorting process for software providers. Is this a Short Correction or a Structural Shift? It is a mix of both, driven by a deep rotation in market narrative. Instead of an outright retreat, what you are seeing is multiple compression caused by structural uncertainty. Institutional money is grappling with two major headwinds: The Seat-Count Th

The Software Shakeout: Palantir & ServiceNow Face the Brutal Iron Laws of Valuation Perfection 🌟🌟🌟A sharp volume driven AI software retreat has slammed the sector, dragging $Palantir Technologies Inc.(PLTR)$  down 5% and $ServiceNow(NOW)$  tumbling 6% recently. What happened? The sharp sudden retreats hitting Palantir and Service Now are being driven by a combination of new US regulatory actions, intensifying institutional capital rotation into physical hardware and an existential macro narrative shift regarding the survival of software models. The Regulatory Shockwave : Trump's Pre Release AI Mandate  The Executive Blueprint

Since Bitcoin rebounded to $83,000 earlier this month, the crypto market has been steadily losing momentum. By this week, Bitcoin had slipped back toward $73,000, while Ethereum was hovering near $2,000. But the more important signal is not just the price decline itself. A closer look at market structure suggests that the bid behind crypto is weakening. Across institutional flows, ETF demand, on-chain cost levels and derivatives positioning, the same message is becoming harder to ignore: buyers are stepping back. Institutional Flows Were the First to Turn The first place to look is institutional capital. In mid-May, digital asset investment products recorded $1.07 billion in weekly outflows, ending a six-week streak of inflows. Bitcoin products accounted for $982 million of those outflows,

With $Palantir Technologies Inc.(PLTR)$ showing a violent intraday swing—surging 8% but remaining down roughly 20% year-to-date—the market is wrestling with a classic dilemma. On one hand, its monster Q1 earnings report (featuring 85% year-over-year revenue growth and 104% U.S. growth) confirms that the enterprise AI software narrative is translating into hard cash flow. On the other hand, its premium valuation means it can suffer severe pullbacks when the broader macro or tech sector loses steam. If you believe the AI narrative is firmly shifting from hardware infrastructure (like chipmakers) to actionable software layers, waiting for deeper dips risks missing the train. However, buying equity outright at these volatile levels leaves you complete

🌟Are AI stocks cheap or overpriced?  The reality is we need to differentiate between the true cash printing monopolies & the narrative plays that are priced for perfection. The AI sector is sharply divided: hardware infrastructure stocks remain relatively cheap to their explosive cash flow generation while software players have become overpriced on speculative hype. One of the best ways to value an AI company is: Forward PEG ratio -Price to Earnings to Growth. If a stock trades at 40x P/E but its earnings are growing 80% YoY, its PEG ratio is 0.5.  That is a great bargain disguised as an expensive tech play. Micron has the best Forward PEG ratio, at a remarkable 0.04 to 0.12.  PEG ratio under 1.0 is considered undervalued. Another metric of valuation is Free Cash Flow.&

I don’t think AI stocks are broadly cheap anymore, but they’re not a bubble either. The market is separating durable winners from cyclical or higher-risk names. $NVIDIA(NVDA)$ remains the key AI infrastructure leader, while $Micron Technology(MU)$ is more cyclical despite strong momentum. $Intel(INTC)$ looks harder to justify given its valuation and execution uncertainty. When I value AI stocks, I focus more on multi-year AI capex trends, demand visibility, and free cash flow quality rather than just P/E ratios. I also separate “picks-and-shovels” like $Taiwan Semiconductor Manufacturing(TSM)$ and

AI are overpriced. Still have not shown how they can be monetised and make money to recoup the crazy spend required for the hardware

AI stocks are overpriced now. I still think there is still room for growth. I will pick Nvidia stock as the company is more reputable and demand is high.

Palantir stock trend next week looks heavily bullish. PLTR closed the week ending May 29, 2026, at $156.54, surging 9.21% on Friday alone. This momentum is expected to carry into next week, driven by a sector-wide software rebound and massive institutional catalyst votes. Key Drivers for Next Week The Software Sector Rebound: A major earnings blowout from Snowflake sparked a massive two-day, 18% sector-wide rally that is lifting depressed software equities, including Palantir. The Dell Infrastructure Effect: Huge hardware infrastructure backlogs reported by Dell Technologies serve as a leading indicator for coming enterprise software deployments. Palantir is perfectly positioned to capture this demand. Defense Tech Validation: The Pentagon’s full transition of the Maven intelligent system

I think the real question is the economy. and geopolitical events. I'd countries are running out of fuels and fertilizer and food , then who cares about whose Ai chip is the fastest? i understand intel cashed in recently, not on their latest chips but selling their oldest budget chips. AI is not an item of necessity,  in a tight economic environment the budget ai chips might excel.

Almost All major AI stocks are overpriced for absolute perfection! PE, PS and PB are all insanely high crushing the fundamentals. New Trillion$ IPOs are also adding more fuel to that. Need to tread carefully the AI stocks.

Replying to @mark2012:with out the drawdown risk//@mark2012:overpriced!!! I could get a better return putting my money in the bank. unless the AI market goes up for ever. the big ??? is interest rates and inflation

Whether AI stocks cheap or overpriced really subjective. Many investors chasing AI stocks are struggling with fear and greed. Think Nvidia and Micron are still good picks.

they are overpriced but cheap. AMD increasing growth rates. NVDA sleeping giant. AVGO leader of custom ASIC and AI chips. TSM factory that makes everything. Buy all !!!

overpriced!!! I could get a better return putting my money in the bank. unless the AI market goes up for ever. the big ??? is interest rates and inflation

Share share now go go go

Share share now go go go

Long-term story hasn't changed. AI adoption is still in the early innings. Added a little on the dip and will add more if it drops further.