AIP's enterprise adoption remains early-stage, but Palantir's 138x trailing P/E may already price in even the biggest August earnings beat. Palantir's competitive moat looks wide today, but growing rivals in enterprise AI could threaten its hard-won 'N of 1' status. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. ), a number of analysts still expect big things from the company and its stock over the year ahead. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut.