App Economy Insights
$PLTR Palantir's US commercial revenue just hit $507M in Q4 (+137% Y/Y).

Absolutely insane growth in the past year. https://t.co/w1Y9ipBqwi
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Javier Blas
Donald Trump announced plans to launch a $12 billion critical minerals stockpile to aid manufacturers and minimize reliance on Chinese rare earths.

(Project Vault it is called — and feels like a big government subsidy to miners and commodity traders)

https://t.co/ZQOqqM17pZ
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Fiscal.ai
Talk about operating leverage.

$PLTR https://t.co/6EJTYqh53U
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The Transcript
AMD leads tomorrow's earnings:

Before Open: $PYPL $PEP $ETN $PFE $MRK $GLXY $HUBB $FUBO $ADM $MPLX

After Close: $AMD $SMCI $CMG $ENPH $LITE $AMGN $TTWO $PRU $DOX $CB $EA $AMCR $EMR https://t.co/SjKoxQY6Y6
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Jukan
Teradyne here. Picked some up and it’s already +21% profit lol https://t.co/6nZTfQnFUo

@jukan05 What stocks did you buy? - Mr. Cool
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The Few Bets That Matter
$PLTR is giving you a preview of what $PATH can become.

Software isn’t dead, only non-AI enhanced softwares will die. On the contrary, companies leveraging AI to optimize others are the future.

Demand for these services is real and Zuck confirmed they’re starting to see their value.

We're starting to see agents work. This will unlock the ability to build completely new products and transform how we work.

It's hard not to be bullish.

https://t.co/BXN5Zt5Gvr - The Few Bets That Matter
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Jukan
Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6
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Jukan
I don’t get why they’re blaming Nvidia for Codex being slow lol. https://t.co/X0Zv1PopGc

Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6 - Jukan
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Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.

This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
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