Israel Englander Reduces Nvidia Stake, Doubles Palantir Position
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Source: NASDAQ.COM
- Englander Sells Nvidia: Israel Englander trimmed his Nvidia stake by 3 million shares, a 17% reduction, in Q4, indicating a potential strategy to take profits or diversify despite Nvidia's strong position in AI infrastructure.
- Palantir's Exceptional Performance: Palantir has achieved accelerating sales growth for 10 consecutive quarters, with a remarkable Rule of 40 score of 127% in Q4, highlighting its robust fundamentals in data integration and analytics, even as its stock remains expensive.
- Optimistic Future for Nvidia: Wall Street expects Nvidia's earnings to grow by 38% annually over the next three years, with a current P/E ratio of 47, suggesting that the market may be underestimating AI spending, which could lead to even faster earnings growth.
- Palantir's Market Positioning: Despite a 35% drop from its peak, Palantir's price-to-sales ratio remains at 72, significantly higher than other S&P 500 companies, underscoring its leadership in enterprise AI standards, although Englander's position is relatively small, not ranking among his top 50 holdings.
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Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise
17 Analyst Rating
5 Buy
10 Hold
2 Sell
Hold
Current: 130.630
Low
50.00
Averages
192.88
High
255.00
Current: 130.630
Low
50.00
Averages
192.88
High
255.00
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Investor Attention: The video advises investors to pay attention to warning signs associated with these stocks to avoid significant losses, highlighting the importance of market volatility in investment decisions.
- Short-term Risk Assessment: The analysis suggests that the current market environment may lead to greater downside pressure on these stocks in the short term, prompting investors to reconsider their portfolios.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on the special offer link, indicating the content creator's intention to provide more information to help investors make informed decisions.
See More
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- Project Review Mechanism: The committee reviews projects based on OECD transparency indicators, the UN Charter, and European rules, ensuring the protection of privacy and civil liberties in sensitive data processing initiatives.
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- Global Expansion Vision: ChapsVision aims for global reach, primarily collaborating with France's intelligence agency, while planning to extend ArgonOS to other countries to ensure compliance and ethical standards in sensitive data handling.
See More
