To The Moon

$D-Wave Quantum$ CEO Alan Baratz says $Nvidia$ CEO Jensen Huang is an authority on many areas of computing, but not all areas and not on quantum computing. Huang is “dead wrong” with his comments on the usefulness of quantum applications being years away, argues Baratz, who says that his company is “commercial today” and its services are being used by companies like Mastercard today, “not 30 years from now, today.”

SummaryPalantir reported a strong Q3'24 with 30% revenue growth and a significant adjusted operating margin expansion to 38%, achieving a "Rule Of" 68%.Management raised FY24 guidance to $2.805-2.809

SummaryPalantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype.While Q3 results showed strong grow

SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown

Palantir Technologies Inc (NYSE:PLTR) shares are making new highs on Tuesday after the company reported strong quarterly results driven by "unrelenting" AI demand.