@alc2022 Great listening Antonio , superb work, ibrx business is an excellent biotechnology company. , they are really enhancing and pushing forward now , their transcripts are mind blowing like your works
$PLTR More info on the Army leveraging Vantage (built on @PalantirTech) for their 2027 financial management strategy:
“Modernized Cost Analysis and Validation
Environment (CAVE) capabilities, cleaner data pipelines, and deeper integration of Vantage into the POM process will give leaders earlier visibility into cost pressures and more reliable insight into inflation, demand, and price variation. These efforts will help senior leaders make timely, data-driven tradeoffs, strengthen confidence in budget choices, and improve the Army’s ability to support modernization at the pace of mission demand.”
The market is thinking of chip stocks as cyclical because that’s the way it’s been traditionally. But there’s a non zero chance we’re entering a 100 year long AI deployment cycle and see $AMD, $NVDA and others become $20T companies relatively soon.