Palantir (PLTR) and Hims & Her-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Palantir (PLTR) and Hims & Hers Health (HIMS) operate in completely different sectors—Palantir in AI-driven data analytics for government and enterprises, and Hims in telehealth and direct-to-consumer healthcare. Here's why PLTR might be considered the better stock:

### **1. Strong Competitive Moat**

- **Palantir** has deep government contracts (U.S. DoD, CIA, etc.), providing a steady revenue base.

- **Hims** faces competition from numerous telehealth providers (Amazon, Ro, etc.), limiting pricing power.

### **2. Scalability & Growth Potential**

- **PLTR** benefits from AI and big data trends, expanding its commercial segment alongside its dominant government business.

- **Hims** is a niche player in telehealth, with slower market expansion potential.

### **3. Profitability & Financial Strength**

- **PLTR** has turned profitable and has improving operating leverage.

- **Hims** is still scaling, reinvesting heavily in marketing, and not yet consistently profitable.

### **4. AI Tailwinds vs. Healthcare Risks**

- **PLTR** rides the AI boom, with growing enterprise adoption.

- **Hims** operates in a heavily regulated industry, with potential pricing and insurance reimbursement risks.

### **5. Institutional & Retail Support**

- **PLTR** has strong backing from institutions and retail investors due to its AI narrative.

- **Hims** has a smaller investor base and is less widely recognized.

### **Final Verdict**

If you're looking for a long-term growth stock tied to AI and big data, **PLTR has the stronger case** due to its moat, profitability, and scalability. However, **HIMS could still perform well** if it disrupts healthcare successfully.

An AI input on why I still stay on Pltr than Hims

AI+Health: Can TEM Earnings Support High Estimates?

AI healthcare stocks have been hitting new highs recently. After Pelosi increased her holdings in TEM, it has surged 100%. RXRX jumped nearly 50% following NVIDIA's disclosure, while HIMS has also gained over 50% this month. JPMorgan stated at the Healthcare Conference that AI's role in drug development is becoming increasingly important. TEM will release earnings next week. ---------------- Do you believe in the potential of AI healthcare stocks? Can TEM earnings support the high estimates?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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After Pelosi increased her holdings in TEM, it has surged 100%. RXRX jumped nearly 50% following NVIDIA's disclosure, while HIMS has also gained over 50% this month. JPMorgan stated at the Healthcare Conference that AI's role in drug development is becoming increasingly important.\nTEM will release earnings next week.\n----------------\nDo you believe in the potential of AI healthcare stocks? \nCan TEM earnings support the high estimates?","image":"https://community-static.tradeup.com/news/ace33b171b108bb931b5aaf72334ae42"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Palantir (PLTR) and Hims &amp; Hers Health (HIMS) operate in completely different sectors—Palantir in AI-driven data analytics for government and enterprises, and Hims in telehealth and direct-to-consumer healthcare. Here's why PLTR might be considered the better stock:&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **1. 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AI Tailwinds vs. Healthcare Risks**&nbsp;&nbsp;</p>\n<p>- **PLTR** rides the AI boom, with growing enterprise adoption.&nbsp;&nbsp;</p>\n<p>- **Hims** operates in a heavily regulated industry, with potential pricing and insurance reimbursement risks.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **5. Institutional &amp; Retail Support**&nbsp;&nbsp;</p>\n<p>- **PLTR** has strong backing from institutions and retail investors due to its AI narrative.&nbsp;&nbsp;</p>\n<p>- **Hims** has a smaller investor base and is less widely recognized.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **Final Verdict**&nbsp;&nbsp;</p>\n<p>If you're looking for a long-term growth stock tied to AI and big data, **PLTR has the stronger case** due to its moat, profitability, and scalability. However, **HIMS could still perform well** if it disrupts healthcare successfully.</p>\n<p><br></p>\n<p>An AI input on why I still stay on Pltr than Hims</p></body></html>","htmlText":"<html><head></head><body><p>Palantir (PLTR) and Hims &amp; Hers Health (HIMS) operate in completely different sectors—Palantir in AI-driven data analytics for government and enterprises, and Hims in telehealth and direct-to-consumer healthcare. Here's why PLTR might be considered the better stock:&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **1. Strong Competitive Moat**&nbsp;&nbsp;</p>\n<p>- **Palantir** has deep government contracts (U.S. DoD, CIA, etc.), providing a steady revenue base.&nbsp;&nbsp;</p>\n<p>- **Hims** faces competition from numerous telehealth providers (Amazon, Ro, etc.), limiting pricing power.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **2. Scalability &amp; Growth Potential**&nbsp;&nbsp;</p>\n<p>- **PLTR** benefits from AI and big data trends, expanding its commercial segment alongside its dominant government business.&nbsp;&nbsp;</p>\n<p>- **Hims** is a niche player in telehealth, with slower market expansion potential.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **3. Profitability &amp; Financial Strength**&nbsp;&nbsp;</p>\n<p>- **PLTR** has turned profitable and has improving operating leverage.&nbsp;&nbsp;</p>\n<p>- **Hims** is still scaling, reinvesting heavily in marketing, and not yet consistently profitable.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **4. AI Tailwinds vs. Healthcare Risks**&nbsp;&nbsp;</p>\n<p>- **PLTR** rides the AI boom, with growing enterprise adoption.&nbsp;&nbsp;</p>\n<p>- **Hims** operates in a heavily regulated industry, with potential pricing and insurance reimbursement risks.&nbsp;&nbsp;</p>\n<p><br></p>\n<p>### **5. 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Strong Competitive Moat** - **Palantir** has deep government contracts (U.S. DoD, CIA, etc.), providing a steady revenue base. - **Hims** faces competition from numerous telehealth providers (Amazon, Ro, etc.), limiting pricing power. ### **2. Scalability & Growth Potential** - **PLTR** benefits from AI and big data trends, expanding its commercial segment alongside its dominant government business. - **Hims** is a niche player in telehealth, with slower market expansion potential. ### **3. Profitability & Financial Strength** - **PLTR** has turned profitable and has improving operating leverage. - **Hims** is still scaling, reinvesting heavily in marketing, and not yet consistently profitable. ### **4. AI Tailwinds vs. Healthcare Risks** - **PLTR** rides the AI boom, with growing enterprise adoption. - **Hims** operates in a heavily regulated industry, with potential pricing and insurance reimbursement risks. ### **5. Institutional & Retail Support** - **PLTR** has strong backing from institutions and retail investors due to its AI narrative. - **Hims** has a smaller investor base and is less widely recognized. ### **Final Verdict** If you're looking for a long-term growth stock tied to AI and big data, **PLTR has the stronger case** due to its moat, profitability, and scalability. However, **HIMS could still perform well** if it disrupts healthcare successfully. 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