In an October 6, 2026, article, Motley Fool contributor Will Healy takes a split view of three large technology stocks: he calls Palantir Technologies a sell and NVIDIA and Alphabet buys. His central argument is that strong growth does not make every stock equally attractive: Palantir’s valuation, in his view, demands more continued success than the other two companies’ valuations do. These are the author’s opinions, not settled facts or individualized investment advice.
What the article reports
The figures below are attributed to the sources and dates shown. The valuation multiples are the figures reported by Healy’s October 6 article; the article does not state their calculation method or a common market-data timestamp. Treat them as that article’s snapshot, not as current, directly comparable quotes.
| Company | Reported growth and period | Reported valuation | Evidence and source |
|---|---|---|---|
| Palantir Technologies (NASDAQ: PLTR) | Revenue rose 93% year over year in Q2 2026; U.S. revenue rose 115%. | P/E 164; forward P/E 119; price-to-sales 80. | Figures reported by Will Healy in The Motley Fool, October 6, 2026. They are not independently verified. |
| NVIDIA (NASDAQ: NVDA) | Revenue was $96.2 billion, up 106% year over year, and Data Center revenue was $89.0 billion, up 117%, in fiscal Q2 2027, the quarter ended July 26, 2026. | P/E 30; forward P/E 25. | Revenue figures are reported in NVIDIA’s August 26, 2026, earnings release. Multiples are attributed to Healy’s October 6, 2026, article and have not been independently refreshed. |
| Alphabet (NASDAQ: GOOG/GOOGL) | Healy reports approximately $120 billion in Q2 2026 revenue, up 24%; Google Cloud growth of 82%; and operating-income growth of 30%. | Not stated in the supplied article figures. | Healy’s October 6, 2026, article is the source for the Q2 2026 figures; the official Alphabet release cited here covers Q2 2025 instead. |
“Mega-cap” is defined in Healy’s article as a market capitalization of at least $200 billion. The article also says 76 stocks meeting that threshold trade on U.S. exchanges; that count has not been independently verified and, like market capitalization, can change with share prices.
Why Palantir is the sell in Healy’s argument
Healy’s case is not that Palantir lacks momentum. The growth figures he cites point to a fast-expanding business, particularly in the United States. His concern is what investors are paying for that growth: the article’s reported earnings and sales multiples are high, so the stock’s valuation rests on the expectation that exceptional growth can continue.
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That is a risk about expectations, not a forecast that the business must deteriorate. Even a company that continues to grow can disappoint shareholders if growth slows, margins fail to develop as expected, or the market becomes less willing to pay a premium for future earnings. Conversely, a high multiple alone does not establish that a stock will fall; the figures here do not say what future results or share returns will be.
Why NVIDIA is a buy in the same article
NVIDIA’s official release confirms the reported scale and pace of its latest quarter discussed here. The company’s CEO, Jensen Huang, said in that August 26, 2026, release: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” That is management’s view of demand and the business opportunity, not an independent finding about how durable that demand will be.
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Healy’s buy thesis is that AI-related growth can support NVIDIA’s valuation even at the company’s enormous scale. The key question for an investor is whether demand and earnings can keep meeting the expectations already embedded in the share price. A strong quarter is evidence of current performance, but it cannot by itself establish future growth or show that the article’s valuation snapshot remains appropriate.
Why Alphabet is a buy—and what remains unverified
Healy links Alphabet’s reported Q2 2026 growth to AI-related momentum and Google Cloud. He also notes that large unrealized investment gains affected net income, which matters when assessing earnings: a gain from investments is not the same as recurring operating growth from the company’s core businesses.
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Repair Windows errors before they cause bigger problemsFix Now →Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →The official Alphabet earnings release identified here is for Q2 2025, not Q2 2026. It reports $96.4 billion in revenue, up 14% year over year, and $13.6 billion in Google Cloud revenue, up 32%. Those figures provide a dated comparison from a different year; they do not verify Healy’s Q2 2026 revenue, Cloud growth, or operating-income figures. The newer-quarter claims should therefore be understood as reported by the Motley Fool article, not confirmed by that official release.
How to assess the three calls
The contrast is best understood as a comparison of growth expectations and valuation, rather than a simple ranking of which company is growing fastest. Revenue growth describes recent business performance; it does not reveal how much of that performance investors have already priced in. P/E compares a share price with earnings, forward P/E uses estimated future earnings, and price-to-sales compares market value with revenue. Each can help frame a valuation question, but the article’s multiples should not be treated as a like-for-like current comparison without a shared date and calculation basis.
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- Check the period: NVIDIA’s official figures are for fiscal Q2 2027; the cited Palantir and Alphabet figures are calendar Q2 2026. Fiscal and calendar quarters need not align.
- Separate reported results from estimates: Forward P/E depends on projected earnings, which can change and may differ by data provider.
- Ask what could sustain growth: The article’s cases depend on ongoing demand for Palantir’s offerings, AI-related computing demand for NVIDIA, and growth in Alphabet’s businesses including Cloud.
- Use consistent market data: A fair multiples comparison requires prices, earnings definitions, estimate dates, and calculation methods measured on the same basis.
- Match the thesis to your own risk tolerance and time horizon: A contributor’s buy or sell view cannot account for an individual investor’s circumstances.
What this verdict does—and does not—mean
Healy’s October 6, 2026, stance is unambiguous: sell Palantir, buy NVIDIA and Alphabet. The reasoning is that Palantir’s valuation leaves less room for execution to fall short, while the author believes the growth outlooks for NVIDIA and Alphabet justify their valuations. The evidence supports describing that as his investment thesis; it does not establish that any of the three stocks is certain to rise or fall, or that the dated multiples are still current.
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