Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Vandita Jadeja

Thu, July 2, 2026 astatine 12:35 PM CDT 4 min read

Quick Read

• Both PLTR and SNDK posted blowout quarters, with Palantir's U.S. commercialized gross surging 133% and SanDisk's Datacenter conception jumping 645% connected AI representation demand.

• SanDisk's gross borderline rocketed from 22% to 78% arsenic NAND proviso couldn't support gait with demand, a dynamic absorption expects to persist done 2026.

• SNDK has surged 107% since April portion PLTR has slid 20%, with SanDisk's zero indebtedness and buyback offering steadier upside than Palantir's P/E of 165.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palantir didn't marque the cut. Grab the names FREE today.

Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) some posted blowout quarters, sitting connected antithetic rungs of the AI infrastructure ladder.

Palantir sells the bundle encephalon that runs endeavor AI. SanDisk sells the NAND flash representation that feeds hyperscaler datacenters. Comparing them shows however the AI buildout is minting winners astatine other ends of the stack.

AIP Lifts Palantir. NAND Pricing Lifts SanDisk.

Palantir's Q1 FY2026 delivered adjusted EPS of $0.33 connected gross of $1.63 billion, up 84.71% twelvemonth implicit year. U.S. commercialized gross jumped 133% to $595 million, driven by AIP adoption astatine customers similar AIG, GE Aerospace, and Freedom Mortgage.

CEO Alex Karp framed the infinitesimal bluntly: "Palantir's Rule of 40 people has soared to 145%." That is elite bundle math.

SanDisk's fiscal Q3 2026 was powered by hardware scarcity. Revenue deed $5.95 billion, and the Datacenter conception surged 645% twelvemonth implicit twelvemonth to $1.47 cardinal connected AI representation buildout.

CEO David Goeckeler called it "a cardinal inflection point" arsenic gross borderline expanded to 78.4% from 22.5% a twelvemonth earlier. Pricing drove the gains: "Demand for our NAND products continued to outpace our supply, a dynamic we expect to persist done the extremity of calendar twelvemonth '26 and beyond."

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palantir didn't marque the cut. Grab the names FREE today.

Software Compounding vs. a Memory Supercycle

Palantir's strategy leans connected scarcity of endowment and level depth. CTO Shyam Sankar enactment it this way: "Tokens are the caller coal; AIP is the train." Management raised full-year 2026 gross guidance to $7.65 cardinal to $7.662 billion, astir 71% growth.

Shares commercialized astatine a P/E adjacent 165, and stock-based comp deed $201.6 cardinal successful the quarter.