$Palantir Technologies Inc.(PLTR)$ I will be blunt: all industries today, not just here at home but globally, are developing their own AI software, which will probably cost them 10 times, if not more, and still be inferior to what Palantir Solutions can offer. Why? I begin to ask myself why. Perhaps greed and protectionism of their own, as Palantir already stated, clients will keep their data natively on their own premise. Fine! $NVIDIA Corp(NVDA)$ NVDA and $SUPER MICRO COMPUTER INC(SMCI)$ SMCI will continue to get richer, while Palantir clients will become the future competitors of $Meta Platforms, Inc.(META)$ META, $Amazon.com(AMZN)$ Amzn, or whatever industry their clients are in. In short, Pltr will get its dough from their clients. If Intel or Broadcom jump on Foundry AIP, they will catch up with NVDA. Or Dell will bury SMCI, or Rivian will surpass $Tesla Motors(TSLA)$ TSLA if Elon resists Pltrs Foundry. Go ahead, make my day. End of the story, but not yet. I had stated here before that PLTR probably needs to buy or partner with an AI hardware company to win both hardware and software in the future. Or, buy a social media company and offer web services. There is nothing wrong with forward-looking opportunities.
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