Following a turbulent week for US tech stocks, some investors are eyeing the recent pullbacks as a chance to buy high-growth names at a discount.
Eddie Ghabour, managing partner at Key Advisors Wealth Management, believes the selloff has created attractive entry points in select artificial intelligence (AI) companies.
Despite broader market weakness and concerns over elevated valuations, Ghabour remains bullish on Tesla and Palantir stock, citing long-term potential and strategic developments that could drive future gains.
Tesla Inc (NASDAQ: TSLA)
Tesla shares slipped notably last week amid broader tech sector weakness and investor unease over lofty valuations.
Macroeconomic concerns tied to consumer sentiment and government gridlock further contributed to weakness in TSLA shares.
Still, Eddie Ghabour continues to see the EV stock as a standout opportunity.
“Elon Musk now has a trillion reasons to try to win the AI race,” he told CNBC, referencing his recently approved $1.0 trillion pay plan.
According to him, the compensation package, including 12 tranches of stock awards tied to rather ambitious milestones, could transform Tesla Inc into a robotics and AI powerhouse.
Targets include reaching a $2.0 trillion market cap, delivering 20 million vehicles, and deploying 1 million humanoid robots.
Ghabour believes these goals align with Tesla’s evolution beyond electric cars.
“We believe it’s an AI trade,” he said, arguing that the company’s future hinges more on innovation than automotive margins.
For investors betting on continued robust growth in artificial intelligence into 2026 and beyond, TSLA now offers exposure to a visionary founder, a disruptive product roadmap, and a shareholder-aligned incentive structure.
Ghabour expects the stock to hit $500 by year-end, which translates to about a 17% upside from here.
Wall Street doesn’t particularly agree with him on Tesla shares, though, given the consensus rating on them currently sits at “hold” only.
Palantir Technologies Inc (NASDAQ: PLTR)
Palantir has been one of the year’s standout performers, with shares surging more than 130% year-to-date.
However, the stock recently pulled back as investors reassessed growth names amid fears of an overheated AI trade.
Concerns about valuation and macro headwinds have triggered profit-taking, despite Palantir’s strong positioning in the AI and defence analytics space.
Eddie Ghabour views the weakness as temporary. “We think these two stocks are going to have continued massive upside throughout this AI boom,” he said, referring to Palantir stock and Nvidia.
Ghabour maintains a six-month bullish outlook, emphasising Palantir’s strategic relevance and its role in powering government and enterprise AI adoption.
The case for owning Palantir rests on its expanding customer base, proprietary platforms like Foundry and Gotham, and its ability to monetise AI capabilities across sectors.
As governments and corporations ramp up digital infrastructure, Palantir stands to benefit from long-term contracts and mission-critical deployments.
For investors seeking asymmetric upside in the AI space, Palantir’s recent dip may offer a compelling entry point.
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