Keith Fitz-Gerald

recently saw analyses that 33-37% of negative traffic on some recent viral Palantir-related X posts was bot driven. fugazi bot accounts + the likes of Amnesty UK, Foxglove, Open Society + few activist journalists and you’re set. all you need is a healthy budget. so yeah, who do you think pays for all this? “I'm not saying all the anti-Palantir stuff is funded by our adversaries, but it's also funded by the adversaries. What is the best thing that can happen to Russia and China and Iran is you don't buy the things that work.”

BREAKING 🚨: Banks U.S. Banks are currently facing unrealized losses of $316 Billion, an increase from the prior quarter 🤯👀

64. As in 64 consecutive months with US inflation above the Fed's 2% target. The Fed has lost all credibility when it comes to fighting inflation.

Hyperscaler cash flow: 12 month fwd

$NVDA and $MU are cheaper than Hershey One sells chocolate and the other two builds the AI thinking layer. The market is mispricing the future.

Read Alex Karp’s letters, watch his old interviews, study the principles Palantir stands on: Time and time again, “Karp was right”. He and Palantir are years ahead of the curve. Nadella, Benioff, etc are now preaching AI/data sovereignty. Databricks is now preaching Ontology. Everyone eventually admits Karp was right.

팔란티어의 AI주권 백서에 크게 공감하고 있는 마이크로소프트 CEO 카프까지 언급 👏