# If You Missed Palantir in 2023, These 4 Stocks Are Spring-Loaded Source: https://www.youtube.com/watch?v=I3tyDUSTRq4 Recap page: https://rapidrecap.app/video/I3tyDUSTRq4 Generated: 2026-10-11T14:36:47.427+00:00 --- ## The Gist Palantir turned a $10,000 investment into $310,000 during its 2023 surge, and four other heavily coiled growth stocks, Amazon, Broadcom, Sandisk, and Applied Digital, are positioned for similar explosive breakouts despite recurring market pullbacks. ## Quick Overview Amazon, Broadcom, Sandisk, and Applied Digital represent the top coiled spring stocks for investors who missed Palantir's massive run, driven by explosive cloud demand, locked-in multi-billion dollar enterprise orders, and rapidly scaling infrastructure. While short-term market volatility and high capital expenditures create temporary headwinds, their fundamental business metrics indicate massive upside potential as their respective catalysts take effect. **Key Points:** - Amazon Web Services grew 37 percent in a single year to reach roughly $42 billion per quarter, driven by unprecedented AI infrastructure demand. - Broadcom secured approximately $179 billion in orders that customers cannot cancel, representing more than a year and a half of total company sales. - Sandisk saw its sales climb 175 percent last year to roughly $20 billion, with Wall Street expecting revenue to more than double this fiscal year. - Applied Digital has signed roughly $36 billion in multi-year leases for its high-powered AI data centers, primarily across campuses in North Dakota. - Amazon is spending about $220 billion this year heavily focused on data center construction to support surging artificial intelligence workloads. - Broadcom's AI chip sales surged 220 percent in a year to nearly $17 billion in a single quarter, fueled by major long-term custom silicon contracts. - Major institutional funds own 32 shares of Amazon, 15 shares of Broadcom, 5 shares of Sandisk, and 2 shares of Applied Digital as they navigate market fluctuations. - Palantir experienced five separate drops of 25 percent or more during its explosive growth phase, proving that patient dollar-cost averaging through corrections is essential. ![Screenshot at 01:10: A $10,000 investment in Palantir at the start of 2023 grew to about $310,000 by late 2026, demonstrating the massive potential of holding coiled spring stocks through significant market drops.](https://ss.rapidrecap.app/screens/I3tyDUSTRq4/00-01-10.jpg) **Context:** Investors tracking high-growth artificial intelligence opportunities often look for coiled spring stocks, where strong underlying business fundamentals are temporarily suppressed by market pullbacks or high capital expenditures. Following Palantir's monumental run from 2023 onward, market analyst Tom Lee and experienced corporate veterans highlight specific large-cap and speculative infrastructure plays that match this exact asymmetric risk-reward profile. ## Detailed Analysis The video analyzes four primary stocks that exhibit the coiled spring phenomenon, where robust business growth precedes massive stock price appreciation. Amazon leads the large-cap tech category with AWS growing at its fastest pace in four and a half years, despite heavy capital expenditures temporarily impacting free cash flow. Broadcom follows with staggering AI chip sales and a massive $179 billion backlog of non-cancellable orders, trading at a low PEG ratio that signals a serious discount. Sandisk emerges as a top memory play for AI infrastructure, experiencing surging sales and data center demand that defies traditional cyclical boom-and-bust patterns. Finally, Applied Digital provides a speculative long-distance play as an AI data center landlord with billions in signed long-term leases, though high interest expenses and construction timelines require patient investing. ### #1, Amazon Amazon's cloud business AWS is experiencing record-breaking growth, but massive data center spending has temporarily depressed free cash flow and stock performance. - AWS grew 37 percent in a single year to approximately $42 billion a quarter, marking its fastest growth rate in four and a half years. - Amazon is spending about $220 billion this year primarily on data center infrastructure to meet overwhelming artificial intelligence demand. - Free cash flow dropped from tens of billions a year into a negative $8 billion due to heavy capital expenditures on upcoming data centers. - Amazon owns a major stake in Anthropic that generated roughly $80 billion in paper gains, boosting reported profit metrics without actual stock sales. - Institutional funds trimmed their Amazon shares by about nine percent last quarter, showing that big money is waiting for data centers to come online. ![Screenshot at 03:37: AWS sales growth hit 37 percent in a single year, generating roughly $42 billion per quarter as cloud computing demand completely sells out.](https://ss.rapidrecap.app/screens/I3tyDUSTRq4/00-03-37.jpg) ### #2, Broadcom Broadcom delivers customized AI silicon and networking gear, securing multi-billion dollar contracts that give it an exceptional backlog. - Broadcom's AI chip sales climbed about 220 percent in a year to nearly $17 billion in a single quarter. - Non-cancellable customer orders have piled up to roughly $179 billion, representing more than a year and a half of total company sales. - A massive $120 billion contract from just five major customers powers over half of the company's total sales volume. - Broadcom maintains a low PEG ratio of about 0.5, indicating that its rapid earnings growth is trading at a serious market discount. - Major institutional funds split evenly between adding and trimming Broadcom shares last quarter, leaving the stock sitting squarely in the buy zone. ![Screenshot at 08:31: Broadcom AI chip sales surged approximately 220 percent in a single year to reach nearly $17 billion per quarter.](https://ss.rapidrecap.app/screens/I3tyDUSTRq4/00-08-31.jpg) ### #3, Sandisk Sandisk provides essential high-speed memory and storage solutions that every artificial intelligence chip requires to process massive workloads. - Sandisk sales climbed 175 percent last year to approximately $20 billion, with Wall Street expecting revenues to double again this fiscal year. - Data centers are spending roughly 14 times as much with Sandisk compared to just a year ago, signing multi-year supply contracts well in advance. - Signed orders have more than doubled in four months to roughly $91 billion, factoring in the lowest possible contract pricing. - Major funds cut their Sandisk shares by nearly 30 percent last quarter, betting on a return of traditional cyclical memory downturns. - Sandisk trades at a low price-to-profit ratio of about seven dollars per dollar of expected earnings, offering a significant discount compared to the S&P 500. ![Screenshot at 12:05: Sandisk annual sales climbed roughly 175 percent to $20 billion, propelled by massive demand from AI data center operators.](https://ss.rapidrecap.app/screens/I3tyDUSTRq4/00-12-05.jpg) ### #4, Applied Digital Applied Digital acts as an AI data center landlord, building massive high-power facilities in locations like North Dakota to lease out to tech giants. - Applied Digital has signed roughly $36 billion in long-term leases averaging 15 years across five data center campuses. - Rent collections surged about 50 percent in just three months to roughly $66 million a quarter as new facilities come online. - High interest expenses from borrowing billions to build ahead of rent collection currently keep the company at a net loss on paper. - About one in five shares traded have been sold short, indicating that a significant portion of the market is betting against the company's debt load. - The stock sits below the signal ladder, presenting a high-risk speculative opportunity for patient investors willing to wait out construction and financing headwinds. ![Screenshot at 15:20: Applied Digital has secured approximately $36 billion in signed long-term leases for its giant AI data centers.](https://ss.rapidrecap.app/screens/I3tyDUSTRq4/00-15-20.jpg)