Tech Stocks Crash Again… Apple & Palantir Expose Bigger Problem
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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, 2026
Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAl
Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClips
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
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For business inquiries, reach me at david@thedavidlinreport.com
DISCLAIMER: 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 Earnings
0:56 - Apple's Earnings & China Sales Miss
1:52 - Apple's Profit Margins & New CEO
2:36 - Apple's Revenue Growth
3:49 - Apple vs. Google: AI Spending
6:32 - Apple's Cash Flow & Financial Strength
9:57 - Palantir's Earnings & Valuation
11:14 - Palantir's Contract Growth & Revenue Outlook
13:31 - Palantir's Profitability & Cash Flow
15:05 - Palantir's ROIC & Debt
16:52 - Alex Karp On Sovereign AI
18:33 - Is The AI Bubble Bursting?
19:31 - Apple vs. Palantir: Which Is The Better Investment?
#Apple #Palantir #AIStocks
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, 2026
Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAl
Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClips
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at david@thedavidlinreport.com
DISCLAIMER: 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 Earnings
0:56 - Apple's Earnings & China Sales Miss
1:52 - Apple's Profit Margins & New CEO
2:36 - Apple's Revenue Growth
3:49 - Apple vs. Google: AI Spending
6:32 - Apple's Cash Flow & Financial Strength
9:57 - Palantir's Earnings & Valuation
11:14 - Palantir's Contract Growth & Revenue Outlook
13:31 - Palantir's Profitability & Cash Flow
15:05 - Palantir's ROIC & Debt
16:52 - Alex Karp On Sovereign AI
18:33 - Is The AI Bubble Bursting?
19:31 - Apple vs. Palantir: Which Is The Better Investment?
#Apple #Palantir #AIStocks
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