Feb 24 2025 68 mins
In Episode (#17, recorded 2/27/25), the Stock Jocks provide the bull/bear takes on big data and analytics software specialist (and darling of the military-industrial complex) Palantir ($PLTR). As we go to publication, Palantir is falling on budget cuts at the Pentagon! Some timely (and timeless!) stuff found herein - as always, lovingly packaged in adults-only (yet childish) bravado and buffoonery. In the news, we discuss the long-term implications of DeepSeek, closed vs. open models, and who will ultimately capture the economic value in AI ($NVDA, $SMCI, OpenAI ($MSFT), $GOOG). George reiterates his positive view on $APP (AppLovin').