In this video, I compare two of the hottest names in AI right now: Palantir Technologies (NASDAQ:PLTR) and BigBear.ai (NASDAQ:BBAI). I’ll show you the real financials, expose the risks, and share where I see the best long-term upside — especially as government AI spending evolves.
You’ll learn:
???? Why Palantir’s 45% YoY government growth and 71% US commercial growth matter
???? How Palantir’s AIP platform is redefining AI adoption across enterprises
???? Why BigBear’s $385M backlog isn’t as solid as it sounds
???? The critical profitability gap: Palantir’s billion-dollar cash flow vs. BigBear’s $62M loss
???? The risk of government budget cuts for both players — and how they’ll cope
???? Whether BigBear is a hidden gem or just riding Palantir’s momentum
This video isn’t just numbers — it’s about making smarter, more confident investing decisions in one of the most exciting sectors of our time.
Skip ahead:
00:00 - Intro
00:55 - Who are Palantir and BigBear?
03:06 - Strike Price & Valuation
04:48 - Financials
06:25 - Business Model
08:16 - Profitability
09:29 - Dependence on the Government
11:08- The Path Forward
11:53 - Verdict
#Palantir #BigBear #AIStocks #Investing #StockMarket #ArtificialIntelligence #PLTR #BBAI #GovernmentContracts #AIP #QuantumComputing #TechStocks #GrowthStocks #FinancialEducation #MotleyFoolPartner
???? Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko
???? Website: https://rickorford.com
✅ Join my Discord Community: https://rickorford.com/discord
???? Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks
???? Don’t forget to like, subscribe, and turn on notifications for more exclusive content!
DISCLAIMER: Stock prices used were the market prices of July 24, 2025. The video was published on August 1, 2025. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 1026% as of 6/26/2025 and measured against the S&P 500 returns of 175% as of 6/26/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.
You’ll learn:
???? Why Palantir’s 45% YoY government growth and 71% US commercial growth matter
???? How Palantir’s AIP platform is redefining AI adoption across enterprises
???? Why BigBear’s $385M backlog isn’t as solid as it sounds
???? The critical profitability gap: Palantir’s billion-dollar cash flow vs. BigBear’s $62M loss
???? The risk of government budget cuts for both players — and how they’ll cope
???? Whether BigBear is a hidden gem or just riding Palantir’s momentum
This video isn’t just numbers — it’s about making smarter, more confident investing decisions in one of the most exciting sectors of our time.
Skip ahead:
00:00 - Intro
00:55 - Who are Palantir and BigBear?
03:06 - Strike Price & Valuation
04:48 - Financials
06:25 - Business Model
08:16 - Profitability
09:29 - Dependence on the Government
11:08- The Path Forward
11:53 - Verdict
#Palantir #BigBear #AIStocks #Investing #StockMarket #ArtificialIntelligence #PLTR #BBAI #GovernmentContracts #AIP #QuantumComputing #TechStocks #GrowthStocks #FinancialEducation #MotleyFoolPartner
???? Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko
???? Website: https://rickorford.com
✅ Join my Discord Community: https://rickorford.com/discord
???? Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks
???? Don’t forget to like, subscribe, and turn on notifications for more exclusive content!
DISCLAIMER: Stock prices used were the market prices of July 24, 2025. The video was published on August 1, 2025. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 1026% as of 6/26/2025 and measured against the S&P 500 returns of 175% as of 6/26/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.
- Catégories
- Intelligence Artificielle & Business
- Mots-clés
- Palantir stock, BigBear stock, PLTR
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