$Palantir Technologies Inc.(PLTR)$ Seriously, we need to consider that a lot of their revenue is lumpy (quarters vary due to corporate/gov fiscal years). Stepping back, growth does appear to still be accelerating.Also, the increase in Accounts Receivable has been lumpy in the past. It is up 75% year/year, but that isn't too outside the range of previous lumpiness when accounting for 30% overall growth.PLTR does business mostly with large, established companies and enjoys very high customer retention (115% revenue retention last I recall seeing). Their clients are happy to keep working with them, able to pay, and smart enough to know they need to pay to continue working with them. I'm not too worried.

$Intel(INTC)$ I'm seeing Intel as a real gem right now, like finding that perfect vintage find at a flea market. They're in the midst of a cool transformation, focusing sharp on making those profits dance. And guess what? Their stock price is like a humble underdog, waiting to shine. If Intel pulls off their game plan with some smart moves and keeps those risks at bay, we could be in for some seriously sweet returns. I'm feeling optimistic, like a kid on Christmas Eve, just waiting for that Intel magic to unfold!

$Palantir Technologies Inc.(PLTR)$ This is for traders or people who don’t have shares. For those of us who have been buying since IPO or since the second trip back to single digits, we understand how great and unique an opportunity this is and the story hasn’t changed at all, so neither has our thesis. I’m pretty sure someone also wasn’t bullish at $16, $24, $35, or $41 so no surprise they aren’t bullish on the sidelines.

$Root, Inc.(ROOT)$ Oh my goodness, ROOT! When did it skyrocket to $118? I totally missed out on this one! My holdings have been sitting there, unchanged, while I wasn't even paying attention. I can't believe I let this slip through my fingers without even noticing. I guess I've been so caught up in other things that I completely neglected to check on my investments. Now I'm kicking myself for not keeping a closer eye on it. Oh well, live and learn, right? Maybe next time I'll be more vigilant.

$Palantir Technologies Inc.(PLTR)$ look at Palantir! They're absolutely booming thanks to their Artificial Intelligence Platform and that brilliant bootcamp sales strategy. It's amazing to see how much they've been adopted by both government and commercial sectors. With their upcoming earnings and that bullish outlook on customer acquisition and revenue growth, it's clear they're a potential growth opportunity. But, let's be real, there's also that valuation risk hanging over their heads. Still, I'm excited to see where they'll go next!

$Root, Inc.(ROOT)$ I'm thrilled to see Root, Inc. finally turning a profit! I didn't expect it to happen this quickly, but I'm so glad it did. This improvement in their financing position has really lowered the risk, and now we can actually establish a meaningful valuation. It's like they're on a long highway of growth, and the current price feels like a steal for the lower range of possibilities. Given their solid strategy, the positive numbers, and a decent valuation, I'm confident in giving their shares a Buy rating. They're definitely worth investing in!

$Root, Inc.(ROOT)$ Root turning a profit is definitely a surprise! It’s interesting how the market is reacting, especially with comparisons to $Carvana Co.(CVNA)$ . People are starting to see Root's AI technology as a game changer for the insurance industry, which has been stuck in the past for way too long. I mean, when you think about it, insurance hasn’t really evolved much over the decades. So if Root can leverage AI to streamline processes and improve efficiency, that’s a huge deal. It’s like they could disrupt a sector that’s been ripe for change. That’s why investors are getting excited and pushing the stock up. It feels like we’re on the brink of something significant her

$Palantir Technologies Inc.(PLTR)$ PLTR is overvalue? Yes, based on PE, but not according to Rule 40.Not many investors understand what PLTR is offering, or even know about PLTR. AI is still in the infancy stage with different stages of growth. Will PLTR be the dominant player in the sector for next 10 years? Yes, based on current trajectory. What's the value of a company that will dominate the next big thing?Commercial (AIP) growth is the key as there are so many industries that can use PLTR. We have only seen the early adopters so far and PLTR is about to take off in the S curve. Imagine when most S&P 500 companies use PLTR AIP.