@Dr_Crossroads all this talk about $TE maybe you should do another analysis on $ENPH and the opportunity in connection with the power demand for data centers
🚨 WARNING - Buying $ETH can come with side effects.
• Test of patience
• Irritability
• Depression
• short periods of happiness
• Anger
• Doubt
• Worry
• In severe cases mental illness
But in 10 years you’ll be the richest person in the mental institution.
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🚨 LARRY FINK: COMPUTE FUTURES COULD BECOME A NEW ASSET CLASS
BlackRock’s CEO says surging demand for computing power could create a market for buying and selling future compute capacity.
AI is turning compute into something scarce, priced, and tradable.
🔹 Demand exploding
🔹 Supply constrained
🔹 Pricing power shifting
$AMD just surged +15% after hours.
The market is already moving on this.
Compute is becoming a financial asset.
You know why NDR is at 150%? It’s because customers are getting a return on their investments. You buy software that not only works but solves your actual problems, and you’ll do it again and again. It’s just basic economics.
What Karp means when he talks about giving our customers our unit economics is exactly this.
I see it on the front lines every single day. More than ever, customers want me to review their AI strategy as a whole because of the AI slop products or AI injections into existing software they see in the market. Versus what Palantir does by helping them refactor their business, making them more different, not more similar.
Make our customers’ investment in Palantir pay off for them, and they come back for more. That simple.
Software that works, dominates. 💪