We’re Killing it in AI
We just got major vindication this week that our core AI megatrends remain intact. That’s because two of our key holdings – Palantir Technologies (PLTR) and Caterpillar (CAT) – reported earnings this week, and both knocked the ball out of the park. I’d like to share some of the details of these earnings reports so that you can see why the market’s getting so excited. We’ll start with Palantir…
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