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Nobody is doing AI better than $PLTR right now. AIP has become such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double the next-fastest software peer) while still posting higher operating margins than $MSFT and $ADBE.

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Shay Boloor

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77,181 views • 4 months ago •via X (Twitter)

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$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.
2:19

$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.

Shay Boloor

299,017 views • 4 months ago

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.
1:20

$AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries. This earnings cycle is proving the point: • $AMZN AWS reaccelerated to 28% (fastest growth in 15 quarters) while Bedrock customer spend grew 170% QoQ & processed more tokens in Q1 than all prior years combined • $MSFT AI business is now at a $37B run-rate growing 123% YoY • $GOOGL Cloud grew 63% (now nearly half the size of AWS) & has a $243B backlog while GenAI products grew 800% YoY • $MU & $SNDK margins show memory demand is still compounding WAY faster than supply with margins now higher than many software companies The 100x compute framework looks less crazy after this earnings cycle.

Shay Boloor

174,441 views • 4 months ago

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.
0:50

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

Shay Boloor

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Ben Rice now has a 140 wRC+ since the start of the 2025 season, and over that stretch... His OPS is better than Jose Ramirez's, his wRC+ is higher than Freddie Freeman's, and has more HRs than Vladimir Guerrero Jr. One of the 15 best hitters in the sport right now.
0:45

Ben Rice now has a 140 wRC+ since the start of the 2025 season, and over that stretch... His OPS is better than Jose Ramirez's, his wRC+ is higher than Freddie Freeman's, and has more HRs than Vladimir Guerrero Jr. One of the 15 best hitters in the sport right now.

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$AMZN is up more than 15% after AWS delivered its fastest revenue growth in 18 quarters while operating margins expanded to 39% despite record AI infrastructure spending. AWS added more than $4.6B in quarterly revenue which was around 80% above its previous record and pushed the business toward a $170B annual run rate with a Rule-of-40 score of 76. This is the clearest evidence yet that AI infrastructure can generate attractive profits while scaling and shifts the hyperscaler debate from who spends the most to who spends it best. This is exactly why Amazon is a top 3 position in my Family Portfolio.

Shay Boloor

229,970 views • 1 month ago

$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.
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$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

Shay Boloor

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Complex tells StableRonaldo that ExtraEmily is a better streamer than Adin Ross 😳👀 “I think she’s better than Adin because she’s on the rise, has the accolades to prove it, and is more consistent at a higher clip than Adin.”
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Complex tells StableRonaldo that ExtraEmily is a better streamer than Adin Ross 😳👀 “I think she’s better than Adin because she’s on the rise, has the accolades to prove it, and is more consistent at a higher clip than Adin.”

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$GOOGL reports negative free cash flow for the first time in more than 20 years as AI spending surges. That spending is already translating into results with Cloud revenue reaching ~$25B, operating income more than tripling to ~$9B, margins expanding to 36% and backlog climbing to $514B. Alphabet is increasingly becoming a vertically integrated AI infrastructure company but it must fund the buildout before the cash flow arrives.
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$GOOGL reports negative free cash flow for the first time in more than 20 years as AI spending surges. That spending is already translating into results with Cloud revenue reaching ~$25B, operating income more than tripling to ~$9B, margins expanding to 36% and backlog climbing to $514B. Alphabet is increasingly becoming a vertically integrated AI infrastructure company but it must fund the buildout before the cash flow arrives.

Shay Boloor

150,982 views • 1 month ago

🇺🇸 SpaceX’s AI business is about to become bigger than its entire rocket and satellite operation. Revenue from AI is expected to overtake all other company income as soon as next month and then pull significantly ahead in the fourth quarter. It has quickly turned into a vital part of the company’s future, covering both the hardware and the software side. Source: SpaceX, Elon Musk / Writer: Sol
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🇺🇸 SpaceX’s AI business is about to become bigger than its entire rocket and satellite operation. Revenue from AI is expected to overtake all other company income as soon as next month and then pull significantly ahead in the fourth quarter. It has quickly turned into a vital part of the company’s future, covering both the hardware and the software side. Source: SpaceX, Elon Musk / Writer: Sol

Mario Nawfal

71,987 views • 28 days ago

Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞
1:14

Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞

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in the history of being bored and not listening, nobody has ever been more bored and not listening than Trump is right now
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in the history of being bored and not listening, nobody has ever been more bored and not listening than Trump is right now

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The federal budget is 54% higher today than it was right before COVID. Is government doing a 54% better job? No. Time for DOGE 2.0
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The federal budget is 54% higher today than it was right before COVID. Is government doing a 54% better job? No. Time for DOGE 2.0

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It turns out the cost of operating an electric fleet is significantly higher than a petrol fleet. Zipcar, the Avis-owned car club, is shutting down in the UK. The company cites soaring electricity prices for its EV fleet, recently telling the London Assembly that operators are exiting, and EV running costs are far higher than petrol (with, for example, rapid charging costs up 28% in two years). The economics no longer work. Zipcar's failure exposes yet another Net Aero illusion that was propelled by nothing more than government subsidies and empty slogans.

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Swan AI founder Amos Bar-Joseph breaks down why ARR per employee is replacing traditional valuation metrics in an AI-native world. "Optimizing for valuation deviates you from the right path and makes you optimize for investors rather than building the right company." "The right metric to optimize for in an AI-native world is ARR per employee. If companies focus on that specific metric, they become much more valuable than trying to optimize valuation directly." "Optimizing for ARR per employee forces the business to create leverage continuously. That is how you scale efficiently."

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The cover of “Free Ride” in MIGHTY MORPHIN POWER RANGERS: THE MOVIE (1995) somehow has even more energy than the original. The movie is already operating at maximum 90s kid hype, and that song still finds a way to crank it higher.

cinesthetic.

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in the history of speeches that have been read right off a sheet of paper, nobody has a read a speech off a sheet of paper harder than what Trump is doing right now
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in the history of speeches that have been read right off a sheet of paper, nobody has a read a speech off a sheet of paper harder than what Trump is doing right now

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1:19

Five realities that shows just how bad Europe is compared to America: ☑️Mississippi, which is the poorest state in the Union, is now wealthier than Europe’s top economy. ☑️European spending power is collapsing. Disposable income for the average American is now 80% higher than that of a UK or French citizen, and 50% higher than that of a German citizen. ☑️European companies have stagnated. When you consider that Nvidia alone is worth more than the stock markets of Germany, France, and the UK combined and is worth more than the entire Canadian economy. ☑️Europe has the lowest fertility rate of any continent. Europe will probably cease to exist in about 100 years due to its failing fertility rate. ☑️Europe, like Canada, is not competitive in high tech. There is no Canadian or European company that excels or truly innovates in AI, drone technology, space exploration, crypto or blockchain, or robotics.

I Meme Therefore I Am 🇺🇸

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Altimeter's Brad Gerstner and Gavin Baker argued that $SPCX SpaceX's AI compute business is scaling far faster than most investors expected. They believe the market is still underestimating the value of AI infrastructure, models, and orbital compute. Coming up right behind $AMZN AWS, $MSFT Azure, and $GOOGL Cloud?
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Altimeter's Brad Gerstner and Gavin Baker argued that $SPCX SpaceX's AI compute business is scaling far faster than most investors expected. They believe the market is still underestimating the value of AI infrastructure, models, and orbital compute. Coming up right behind $AMZN AWS, $MSFT Azure, and $GOOGL Cloud?

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1:39

Nadella says that "a platform company is a platform company only if the value about the platform is more than in the platform." Microsoft's strategy relies on ensuring partners build proprietary solutions on top of Microsoft's infra that generate more value for them than the infra itself costs. He rejects a zero sum approach to customer supplier dynamics. $MSFT

CapexAndChill

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