Palantir’s Billion Dollar Quarter

10/08/2025 25 min

Listen "Palantir’s Billion Dollar Quarter"

Episode Synopsis

Send us a textIn this episode I talk about:- Palantir, their billion dollar quarter, strong growth, and lofty valuation- AMD, China restrictions, mixed earnings, and thoughts on the future- DIS, mixed results, strong turnaround in streaming growth coupled with weak traditional TV numbers.