Palantir Pulls Back: Anna Rathbun on AI Rivals and Valuation Pressure

Palantir (PLTR) is sliding after earnings as investors look past strong results to rising competition from AI-native rivals. Anna Rathbun of Grenadilla Advisory explains how shifting sentiment, multiple pressure, and intensifying rivalry—from Nvidia (NVDA) to hyperscalers building in‑house tools—are reshaping the AI investment landscape and forcing legacy software firms to adapt.

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