Photo by Mohamed Nohassi on Unsplash
 

In this video, we discuss why we believe Palantir (PLTR) is the clear AI leader and why Wall Street is still underestimating the AI revolution. 

We dive into Palantir’s explosive growth, how DeepSeek’s breakthrough actually benefits Nvidia (NVDA), why Microsoft (MSFT), Amazon (AMZN), and Google (GOOGL) are struggling to meet AI demand, the Nasdaq’s market volatility, the rise of autonomous driving with Tesla (TSLA) and Mobileye (MBLY), and hidden investment opportunities beyond AI in AMD (AMD), Oracle (ORCL), and infrastructure stocks.
 

00:20:17

Timestamps:

• 00:00 - Introduction
• 01:20 - Privatization & AI growth
• 02:11 - Jevon’s paradox
• 02:50 - Why Palantir is the clear AI leader
• 08:10 - The market & AI
• 13:05 - Insider buying trends
• 19:51 - MoneyShow Summit in March

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