Tech Stocks Crash Again… Apple & Palantir Expose Bigger Problem

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Apple and Palantir beat earnings expectations but their stocks fell, raising questions about AI spending, revenue growth, profitability, valuations, and which company offers a better investment opportunity.*This video was recorded on November 3, 2026Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAlSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Apple & Palantir Stocks Fall After Earnings0:56 - Apple's Earnings & China Sales Miss1:52 - Apple's Profit Margins & New CEO2:36 - Apple's Revenue Growth3:49 - Apple vs. Google: AI Spending6:32 - Apple's Cash Flow & Financial Strength9:57 - Palantir's Earnings & Valuation11:14 - Palantir's Contract Growth & Revenue Outlook13:31 - Palantir's Profitability & Cash Flow15:05 - Palantir's ROIC & Debt16:52 - Alex Karp On Sovereign AI18:33 - Is The AI Bubble Bursting?19:31 - Apple vs. Palantir: Which Is The Better Investment?#Apple #Palantir #AIStocks