The video compares Palantir (PLTR) and NVIDIA (NVDA), citing that PLTR's revenue reached $3.4 billion in the last trailing twelve-month period, with a CAGR of 31%, while NVDA's revenue soared to $165.2 billion, achieving a CAGR of 50.2%. PLTR's has best in class AI service for company's proprietary data. In proprietary discounted cash flow model, PLTR's intrinsic value per share is around $44.89 versus a current market price of $156.71, and NVDA's intrinsic value per share at $158.73. PLTR has a forward price to earnings of 211, much higher than NVDA's 30. PLTR's operating cash flow at 50.3%, has improved and is greater than NVDAs 46.6%. Overall he selects Nvidia.