bought $PLTR $125.85 the market is once again selling off all of SaaS because of AI infra names going higher. this does not make sense. you don’t have any magical AI revolution without the application layer. you also have way stronger growth for SaaS companies in general as open source models get cheaper and reduce the cost to utilize those models. this is a tailwind for software. some software names will become irrelevant but companies like Palantir are only seeing MORE growth (85% last Q, highest in all of SaaS) with exceptional margins because of delivering actual results for enterprises. there is a reason Nvidia is partnering with Palantir to deliver open source models. if anything, Palantir is becoming AI infrastructure for an enterprise even if they don’t sell chips. this
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