Jose Najarro Stocks 对 $PLTR 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
他们的 Rule of 40 指标将再次超过 Palantir。是的，我实际上觉得 Palantir 更令人兴奋，因为其他公司是从巨大的瓶颈中获益，但 Palantir 甚至可能不会放缓增长。这是最疯狂的部分。
Faster than they'll have a bigger rule of 40 than Palanteer once again. Yeah, I actually think Palanteers is is more exciting because the other ones are benefiting off large bottlenecks, but Palunteers may not even slow down. It's the craziest part.
但我很好奇，从 Alex Karp 的角度来看，这对 AI 主权意味着什么？是否会有更多关于此的评论？另外，OpenAI 的员工被 Salesforce 挖角说明了什么？他们并没有从 Anthropic 挖人。
我好奇这是否也是计划的一部分。所以，刚才只是我的一些看法，并不是关于交易本身的评价。那是一笔好交易。
but I I I'm curious on the thoughts of um like from Alex Karp's perspective, like what does this say about sovereignty of AI? Is there is there going to be more comments about that? And also, what does that say about OpenAI's employees getting poached by Salesforce? You know, they're not poaching employees from Enthropic. I'm curious if uh this has been part of the plan as well. So, uh, those were just some of my, uh, comments there, not not about the actual deal. It's a good deal.