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Palantir Technologies Inc. (PLTR): D. E. Shaw Admires This AI Powerhouse

Palantir Technologies Inc. (NASDAQ:PLTR) features on the D. E. Shaw Stock Portfolio: Top 10 Stocks to Buy.

Compared to other top stocks in the D. E. Shaw portfolio, Palantir Technologies Inc. (NASDAQ:PLTR) is a relatively recent addition. The hedge fund first disclosed a stake in the company back in the first quarter of 2021, merely months after the public debut of the software firm that is now making waves across the stock market. This holding comprised just 600,000 shares then but has grown following the initial purchase. In the second quarter of 2023, D. E. Shaw owned nearly 30 million in the company. The position has been reduced steadily following this high. Filings for the fourth quarter of 2025 that the hedge fund owned 9.7 million shares in the company, up 6% compared to filings for the previous quarter.

READ NEXT15 Stocks That Will Make You Rich in 10 Years.

Palantir Technologies Inc. (NASDAQ:PLTR) has become one of the most polarizing yet heavily accumulated stocks in the hedge fund world. Hedge funds seem to be pivoting their thesis from Palantir as a government contractor to a commercial powerhouse. In the fourth quarter of 2025, US commercial revenue for the firm skyrocketed 137% year-over-year. Palantir’s Artificial Intelligence Platform has moved from experimental bootcamps to full-scale production. Funds are betting on management’s 2026 guidance, which calls for US commercial revenue to exceed $3.14 billion, a growth rate of at least 115%.

While we acknowledge the risk and potential of PLTR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PLTR and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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