Palantir is up 33% over the past five days, Shopify 19%. Consensus opinions were that revenue growth would decelerate and earnings would fall as AI disrupts the industry. Yet Palantir just posted accelerated 92% y/y revenue growth and 325% GAAP EPS growth. Shopify revenue accelerated to 34% y/y. Meanwhile, semiconductors continue their relentless growth with AMD posting 50% revenue growth y/y and 154% GAAP EPS growth. These numbers are incredible. The consensus was wrong. The market is waking up, the buyers are returning, and the momentum is picking up. https://youtu.be/C5DCdkbp9v0?si=y44Zg-BcCmss5W5U
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Lou @bagadonutz · 3d
Gotta admit. You stand by your convictions. A+
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