I think everyone might be missing the real value here. $Palantir Technologies Inc.(PLTR)$ is essentially an AI play, but without the huge infrastructure costs. From what I see, the money is genuinely flowing in the front door.
$Palantir Technologies Inc.(PLTR)$ 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.