“The Big 3: PLTR, ORCL, PANW”
PLTR is a critical long-term holding due to its unique data utilization role in the AI ecosystem for government and enterprise clients.
We're seeing this first one, Palanteer. We're up about two and a quarter% seeing these cyber names move higher today. Yeah, they're, you know, kind of frontier model agnostic, but yeah, they're inside the AI ecosystem.
Uh, it doesn't really matter which one, but they are in all these data centers. they have a technology that is really critical to uh governments and big businesses as to how this data is being put to use and uh yeah if you're thinking about this data being all powerful uh Palunteer is going to be one of the companies that is going to be able to utilize that power very effectively.