AMD at $514, PLTR at $174: Buy, Sell or Hold?

A market note framed AMD and Palantir as an “opposite side of the risk curve” pair for the AI trade. At $514, AMD is described as constructively positioned, while Palantir at $174 is viewed as fully valued. AMD reported Q2 revenue of $11.5 billion, with data center revenue up 107% year over year, and Q3 guidance pointing to about $13 billion. Palantir posted $1.94 billion in Q2 revenue, up 92.8%, but shares were down 2.09% year to date. The bullish case for AMD cites customer GPU deployment commitments and upgraded data center TAM estimates; the bearish case highlights valuation and recent weakness in gaming revenue.