Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/
Palantir Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow Summary * Unlike brittle RPA tools, AI agents will adapt to workflows, integrate
3Q25 Updates: Snowflake 3Q25 - Rethinking The AI Stack And SNOW's Role (Pt.2) Summary * SNOW's adoption of Iceberg and Polaris Catalog mitigates revenue