1D1GnZ
04-10
It was bound to happen. Either via automation and services, or like it is now-via AI deployment. This is just mind blowing how multi-billion corporations allowed themselves to think that they can rely on SaaS forever. But not to worry, surely there're additional very specific niches where the AI either too limited, not suitable, or just too expensive/resource-heavy to run. Just another step in the technology evolution. Once someone figures out cost effective data storage, battery technology, or fusion based energy generation, on each one of those steps we'll have similar shake outs and technology induced panic. We'd better get used to it on the cycle basis. We'll just need to figure out the each cycle duration. My guess is they'll have geometric progression.
S&P ATH While Palantir -26% YTD: Where Is the Right Entry?
Palantir fell 4.4% on the same day the S&P 500 reached a new all-time high, extending its year-to-date decline to 26% in a divergence drawing widespread attention. The immediate catalyst was PPI wholesale inflation hitting its highest level since 2022, reigniting high-rate fears that compress valuations on high-multiple AI software names. The split between broad market strength and PLTR's persistent weakness is widening the gap between institutional and retail positioning. With the S&P at ATH and PLTR breaking down, do you see this as structural de-bubbling or a mispriced buying opportunity?
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