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I think $PLTR has been getting hit because investors are worried about competition from OpenAI and Anthropic but I’ve been been adding to my position because I think a lot of people have this backwards.
LLMs are obviously extremely valuable but as the major models continue to improve, they're also starting to cluster together in performance and because they're generally non-deterministic it means the real enterprise challenge becomes more about making sure that answer is grounded in the right data, tied to the right workflow, approved by the right human and executed in the right operational system.
I truly think the concern that OpenAI and Anthropic could move into Palantir’s market is more modest than people assume. Model companies are focused on the model and building intelligence while Palantir is trying to help enterprises turn that intelligence into operational outcomes (very different lanes).
$MU expects tight memory conditions to persist beyond calendar 2027 with no clear line of sight on when supply catches up.
Micron also has $22B in customer deposits and strategic commitments while planning to return 100% of excess cash to shareholders over time.
BREAKING: President Trump says oil companies are not cutting gas prices fast enough despite crude prices "dropping like a rock."
He says consumers are being "gouged" and has instructed the DOJ to investigate.