Jun. 4 at 2:38 PM
$PLTR is back in focus after Jensen Huang at GTC Taipei 2026 dropped the line: AI isn’t killing software—it’s creating more demand. More AI agents = more tools, more complexity = more software layers.
Software ripped:
$NOW +8%, IGV caught a bid. But
$PLTR stands out. Their AIP platform sits at the heart of enterprise AI, gov & real-time ops. While others chased GPUs, PLTR quietly became the OS for AI orgs.
This isn’t two stories—it’s the same trade. AI moves from chips → apps → enterprise, and PLTR checks all the boxes: contracts, data moats, gov clearance. Watch this one.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!