Palantir’s “valuation is expensive today,” he wrote, but the company has the potential to be “a core winner in the trillions of AI spend over the next few years” and the opportunity “to become the next Oracle or Sales...
So they will argue that the stock-market performance for the years and decades ahead will match its performance over the past 100 years — but only the good parts. The garden will bloom every spring and summer, but winters will never come. M...
Palantir’s “valuation is expensive today,” he wrote, but the company has the potential to be “a core winner in the trillions of AI spend over the next few years” and the opportunity “to become the next Oracle or Sales...