Palantir -- November 14, 2024

Locator: 48753TECH.

Palantir: this is the one story that the CNBC talking heads got completely wrong. In six months, up 183%. Many comments could be made, but I'll just post the ticker:

Sixth industrial revolution: link to Beth. As usual, the replies are quite helpful.

CoWoS: I'm proud of this one. Spotted this subject some weeks (months?) ago. Posted a link at the time. Now, getting a lot more press. Start here. Search "CoWoS" at X.

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Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  
• If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• Longer version here.