PLTR benefits from sovereign AI adoption by big enterprises building proprietary stacks; stock remains in an uptrend.

Palanteer. Oh, actually, let's talk Tesla. SpaceX first. This should be Hang on. SpaceX first, then Tesla

Palanteer, the beast that keeps on giving. Unbelievable. Uh, a very hated stock, but hey, alpha is alpha. We had the gorgeous 106 buying opportunity where we went a little bit crazy, but it's been good.

Uh, it's still heading up. Sovereign AI is the play. You now have big enterprises building their own AI with open source models using companies like Asenture who are working with Palunteer to build them out.

This is big. You know people like Anthropic and OpenAI think oh big enterprises are going to use our AI and say no they're not not at all. No they're going to build their own and that's sovereign AI.

Watch this space. Huge. This by the way, sovereign AI is great for IIA13 because it means more enterprises need to build their own data centers, their own stacks or outsource to companies that will do it securely for them like Palunteer.