
$Palantir Tech(PLTR.US) Briefly reviewed the earnings report, both performance and guidance beat expectations, this is already the 10th consecutive quarter, hoping this better-than-expected report can dispel recent market doubts about software stocks
The last paragraph of the shareholder letter was particularly interesting, Karp criticized Europe for being constrained by ideology and unable to widely adopt AI, even though some countries have identified the problem, they don't know how to solve it, ultimately having to buy American products, that's great
If you have any questions about this, you can actually go — if you speak or read French, go into the French newspapers, the one of the countries that has the clearest idea of the problem is France. But they don't really know how to solve it because solution involves buying American products, particularly. Nothing to add to that. That's great.
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