$Palantir Technologies Inc.(PLTR)$ Lesson learned here: 1. Watch how good PLTR is as a company. 2. Don't listen to that B guy! He's not your father, right?
$NVIDIA(NVDA)$ I find $DICE Therapeutics, Inc.(DICE)$ 's approach quite interesting. It specifically uses Nvidia's data science stacks to match high-end AI engineers with companies building on Blackwell and Rubin architectures.
$Palantir Technologies Inc.(PLTR)$ Nobody aspires to be a lowlife stock basher. It is a culmination of poor parenting and very poor career choices. Everyone knows that. They are however very self-aware. Wait for it……
$Palantir Technologies Inc.(PLTR)$ No matter which company becomes the AI engine for the Department of Defense, whether Open AI or Antropic. In this play, there is only one software company, and that is PLTR.