To The Moon

Google is under attack. Alphabet stock will still emerge a winner.Alphabet shareholders have every right to be worried. This past week, the U.S. government hit Google -- and hit it hard -- when it put forward remedies to break Google's hold on search, which included selling its Chrome browser and monitoring data, causing the stock to fall 4.7%, to $167.63, on Thursday. The action comes as investors were already fretting about the rise of generative artificial intelligence -- computers capable of answering complex questions in, mostly, plain language -- which have created an opening for competitors like ChatGPT, Perplexity, and Microsoft in a way that Yahoo!and DuckDuckGo never could. Not only can they siphon users away from Google, but the search for answers instead of links also could be devastating for its advertising business. Without search and the ad dollars it produces, the mighty Alphabet collapses -- and so does its stock.Then, ChatGPT launched in November 2022. Generative AI,

SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a "Rule Of" 68%.Management raised FY24 guidance to $2.805-2.809

SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong grow

SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown

Palantir Technologies Inc (NYSE:PLTR) shares are making new highs on Tuesday after the company reported strong quarterly results driven by "unrelenting" AI demand.

Amid unrelenting AI demand, Palantir delivered strong numbers for Q3 2024 and lifted full-year guidance.In response, PLTR stock has popped by another 12% to ~46 per share in the after-hours session.At