Posted 3/31/2024, 7:45:00 AM
Palantir Poised to Become Major AI Player and Threaten Microsoft Dominance
- Cathie Wood believes Palantir could become a major AI company and threaten Microsoft
- Palantir's creative marketing with AI bootcamps is driving strong customer growth
- Palantir has momentum with 5 straight profitable quarters, but faces competition from Microsoft
- Microsoft is focused on beating Amazon in cloud, while Palantir is laser focused on AI
- Despite risks, Palantir warrants a premium valuation given its AI potential and room for long-term growth