arnti

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$PLTR Palantir moves from $122 in the premarket to $131 as the market opens. It got hit in the premarket because of the $IBM news around software spend shifting to capex spend...but that seems like an IBM problem. Quite frankly, if clients aren't willing to spend on IBM like they used to, it means that IBM has issues providing value to justify that spend. Palantir has consistently said that an enterprise's spend should only go to software that results in OUTCOMES. Without those outcomes, most software spend is useless. Satya Nadella literally quoted Alex Karp yesterday in his article about why the market needs to focus on true enterprise transformation and not just tokens. Chamath was on CNBC this morning saying that Alex Karp “deserves a medal” for being “on the right side of history" given his analysis around how the foundation model companies are stealing IP and don't actually care about producing value for their customers. The market taking IBM down and PLTR up is actually resulting in exactly what Alex Karp has said: The capital will be rewarded to the companies that are downstream of value creation.

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bought $MSFT $382.54 and $NOW $105.07

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A stranger handed me a warm coffee when my phone died and I was waiting in the cold rain. Small kindnesses make the whole world soft today.

Turn an old mason jar into a cute candle holder in 2 mins—no fancy tools needed! Just add some twine u0026 a tea light, instant cozy vibe.

[Try 15 mins of hand lettering daily this month—small steps turn into cozy, creative vibes! #InterestGrowth #CreativeHabits]，

Teamwork makes the dream work! Locked in and crushing our project milestones together—proud of this crew’s energy u0026 vibes!

[My little pup grew so much in just 3 months—from a tiny wobbly ball of fur to a curious, zooming chaos agent Can’t believe how fast time flies with my best friend!]，

Got these vintage mugs I never use—time to pass them on! Letting go of small, useful stuff to make space, not clutter. Who needs a little retro charm

Step out of your comfort zone today! Every small push forward is a win. Keep climbing—your next breakthrough is closer than you think.

Finally nailed that last puzzle piece — 10+ hours of grinding just paid off

Just had the BEST time at today’s comic con—met amazing artists, grabbed so many cool merch, and can’t stop replaying all the awesome cosplays! #ComicConVibes

When my bike chain snapped on a rainy night, a stranger pulled over, got their hands dirty fixing it for free—said "everyone helps everyone here". Small kindness that made my whole week.

Biting into warm homemade matcha red bean bun—soft, sweet, and my little afternoon joy! ，

Just baked warm chocolate chip cookies in my fuzzy socks on a rainy Sunday—cozy little wins hit different

Got fresh garden veggies! Left a bag on my neighbor’s porch with a note: “For you, enjoy the summer harvest ” So nice seeing their grin when they came home!