A very important man named Peter Thiel talked about something called AI. He said it is a bit like when many people were excited about buying things on the internet in 1999, but they didn't know which companies would be successful. Now, he thinks it is strange that one company, Nvidia, makes most of the money from AI while other smart people in Silicon Valley don't even understand how it works or what to do about it. Read from source...

1. The title is misleading and sensationalized. It implies that Peter Thiel has a problem with the fact that NVIDIA is making most of the money in AI, which is not entirely accurate. Thiel only finds it strange, not necessarily problematic or unfair. He also does not mention any specific company by name other than Amazon as an example.
2. The article focuses too much on Thiel's comparison between the dot-com bubble and the current state of AI, without providing enough evidence or context to support this claim. Thiel is known for his contrarian views and skepticism of the mainstream tech industry, but that does not mean his opinions are always valid or relevant.
3. The article does not explore other possible reasons why NVIDIA is dominating the AI market, such as its innovation, leadership, strategy, partnerships, customer base, etc. It also does not mention any potential challenges or threats that NVIDIA might face in the future, such as regulatory issues, competition, new technologies, etc.
4. The article uses vague and ambiguous terms such as "Silicon Valley doesn't even know much about anymore" without specifying what exactly they don't know or why they have lost interest or knowledge in AI. This implies a sense of mystery and ignorance that might not be warranted or accurate.
5. The article ends with an unrelated quote from Jim Cramer, who is not mentioned elsewhere in the text and has no apparent connection to Thiel or NVIDIA. This seems like a filler sentence that does not add any value or insight to the story.

Negative

Key points from article:
- Peter Thiel compares AI situation to dot-com bubble of '99
- He says most money in AI is made by Nvidia, which he finds "very strange"
- He implies that other companies and investors are missing out on the opportunities in AI
- He mentions that Amazon's stock took a decade to recover from the dot-com crash

Summary:
Palantir's Peter Thiel expresses his skepticism about the current state of AI, drawing parallels with the dot-com bubble. He criticizes the concentration of profits in Nvidia's hands and suggests that other players are being left behind. He also warns of the risks and uncertainties involved in investing in AI, using Amazon's example as a cautionary tale.

1. NVIDIA (NASDAQ:NVDA) - Buy with a target price of $500 per share in the next 6 months, based on its dominant position in AI hardware and software solutions, as well as its growing presence in autonomous vehicles, gaming, and data centers. However, be aware of the potential regulatory risks and competition from other tech giants such as Google (Alphabet Inc.) and Apple Inc., who may enter the AI chip market with their own designs or acquisitions. Additionally, NVIDIA's valuation is quite high compared to its historical averages and the overall market, so be prepared for possible market corrections or downturns that could affect its stock price in the short term.
2. Palantir Technologies (NYSE:PLTR) - Hold with a target price of $30 per share in the next 12 months, based on its unique platform for data integration and analytics, as well as its partnerships with government agencies and commercial customers such as Airbus SE and BP plc. However, be cautious of Palantir's profitability and growth challenges, as it faces intense competition from other cloud-based software providers such as Snowflake Inc., AWS, and Microsoft Azure, who may offer similar or better solutions at lower costs. Furthermore, Palantir's business model is still evolving and may face regulatory scrutiny or legal issues that could affect its performance and reputation in the future.