Palantir or Archer Aviation: Billionaire Israel Englander Pours Hundreds of Millions Into One ...

This TipRanks article examines billionaire investor Israel Englander's recent portfolio moves, focusing on his contrasting decisions regarding two high-growth technology stocks in emerging sectors.

Englander, who built Millennium Management from $35 million in 1989 to over $75 billion today, significantly increased his Palantir position while reducing his Archer Aviation stake during Q2. The article explores both companies' growth trajectories and market positions. Palantir has delivered exceptional returns with 415% gains over the past year, driven by its AI platform launch and strong earnings performance. Meanwhile, Archer Aviation, despite 174% annual gains, remains pre-revenue as it develops electric vertical takeoff aircraft for urban air mobility.

• Englander added nearly 3.7 million Palantir shares, increasing his stake to over 5 million shares worth approximately $782 million
• Palantir reported 47.5% revenue growth to $1 billion in Q2, beating estimates and raising full-year guidance significantly above expectations
• He reduced his Archer Aviation position by 79%, selling over 1.3 million shares worth about $11.15 million
• Analyst consensus shows mixed views: Palantir holds a neutral rating despite strong performance, while Archer maintains a Strong Buy rating with 54% upside potential