Week 25 of 52PLTR vs GOOGLAI Growth vs AI Profits

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Week 25 of 52 PLTR vs GOOGL AI Growth vs AI ProfitsPalantir Technologies Inc. Class ABATS:PLTRRobert_V12PLTR is one of the most exciting AI growth stories in the market, but this chart shows an important shift in relative performance. This comparison starts around June 2025, so context matters. Before that point, PLTR had already delivered a much stronger run than GOOG driven by AI hype, accelerating growth, and a massive valuation expansion. But since June 2025, the story has changed: Google has shown stronger relative performance while Palantir has been trying to digest its previous euphoria. PLTR already corrected hard from its previous euphoria zone around $190–$210, and now the stock is testing a much more important area near $125–$130. This is where buyers need to show up if the stock wants to build a new base. The key difference between PLTR and GOOGL is simple: Palantir is priced like the future of enterprise AI. Google is already funding the future of AI with today’s profits. That does not mean PLTR is a bad company. Actually, the fundamentals are strong: revenue growth, profitability, cash flow, and AI demand are all real. The problem is valuation. When a stock trades with a premium multiple, the market does not only ask, “Is the company good?” The market asks, “Is it good enough to justify this price?” That is why the comparison with Google is important. GOOGL gives investors a different type of AI exposure. While PLTR is still trading as a high-growth AI premium stock, GOOGL looks more like a profitable AI compounder with a much more reasonable valuation. I would not chase Google at any price, but the $345 area would be an attractive entry zone if the stock pulls back. That level could offer a better risk/reward for investors looking for AI exposure through a company that is already generating massive profits, cash flow, and real business scale. For PLTR, the technical levels are clear: PLTR Entry / Support Zone: $125–$130 PLTR First Resistance / Rejection Zone: $145–$150 PLTR Risk / Deep Value Zone: $105–$110 For GOOGL: GOOGL Attractive Entry Zone: $345 GOOGL Target Zones: $390–$400 $410–$425 $450+ If PLTR holds the $125–$130 area, we could see a bounce back toward $145–$150. But if that support fails, the chart opens the door for a deeper reset toward $105–$110. This is why position sizing matters. PLTR may still have huge upside long term, but at these valuations, it should probably be treated as an aggressive AI position, not a core holding. For me: GOOGL = Core AI compounder PLTR = Aggressive AI satellite position The AI story is still alive, but the market is no longer giving every AI stock unlimited credit. Now the question is not only who is growing fast, but who can justify the price investors are paying today. Disclaimer: This is not financial advice. This is for educational purposes only. Always do your own research and manage your risk.