We also highlighted in our previous article that investors might be facing the prospects of slower growth moving forward. Coupled with slower growth in its government segment, the market sent the stock tumbling to its lowest level since May'21. Furthermore, we have also noted a weakening trend over its adjusted operating margins. Moreover, it also guided a discernibly lower adjusted operating margin for FQ4. However, its critical government segment experienced a marked deceleration in YoY revenue growth. It reported strong cadence in its commercial segment. Palantir has been making inroads into the commercial space. ( from Credit Suisse 25th Annual Technology Conference ) How large will it get? It's very unknown, but there are big markets out there for us. We didn't include our opportunities in our enterprise software and the Omniverse. But we've added quite a few things that were not in there. We started with a TAM of $100 billion previously.
Moreover, its software opportunity in its AI software is so massive that NVIDIA CFO Colette Kress emphasized (edited): But the company consistently outperforms its guidance and consensus estimates. NVDA has seen its fair share of supporters and detractors (mostly due to its valuation). ( NYSE: PLTR) are well-loved stocks by retail investors. NVIDIA Corporation ( NVDA) and Palantir Technologies Inc. Imaginima/E+ via Getty Images Investment Thesis
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