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Key Highlights
KEY HIGHLIGHTS
Three Moves, One Thesis
A Stock That Woke Up
ComputeScarcityIs the Defining Constraint of the AI Era
Key Highlights
Palantir Technologies (NASDAQ: PLTR) reported first-quarter 2026 results on Monday that should, by any rigorous analytical standard, settle several long-running arguments about the company's commercial viability, competitive positioning, and long-term earnings power. Revenue of $1.63 billion, up 85% year-on-year. Net income tripling to $876 …
The AI trade is no longer a single trade. After two years in which the largest beneficiaries of the generative AI capital cycle moved together with unusual coherence, the past several sessions have produced a sharp internal divergence. Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA) and …
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