The Full Ledger

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Page 195

Palantir Just Had Its Best Quarter in a Year, Up 60%

Palantir just posted its strongest quarterly gain in over a year, but the valuation now demands flawless execution and leaves almost no cushion if growth stumbles even slightly. Here is how it stacks up…

Omor Ibne Ehsan · 3 weeks ago

Amazon Just Showed Its Cards And Pushed In All Its Chips

Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that conviction and…

Alex Sirois · 3 weeks ago