$NVIDIA(NVDA)$ 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.
$Palantir Technologies Inc.(PLTR)$ When it comes to the government, Anthropic is out and Palantir is in! For the long term! I tend not to give weak CEOs second chances.
Karp is an American patriot. $Palantir Technologies Inc.(PLTR)$ protects the world from evil. Thank God he actually cares about our country. Winners win.