Brian Stewart

And so I think there's a sense to which he's kind of taking his eye off the ball in terms of Tesla specifically. And I also think that Tesla stock ran up significantly in the post-election timeframe. And there's a process of profit taking that's going on for that. And so it's down 11% in the past week and is at a three-month low.

But like I said, I think that's largely Musk personality related and not really a statement about people's opinions about AI or even Tesla's underpinning prospects. If we look at Palantir, I think that's an interesting one because it rallied immediately after its earnings report had a blockbuster. financial figures and has continued to stair step higher since.

But like I said, I think that's largely Musk personality related and not really a statement about people's opinions about AI or even Tesla's underpinning prospects. If we look at Palantir, I think that's an interesting one because it rallied immediately after its earnings report had a blockbuster. financial figures and has continued to stair step higher since.

But like I said, I think that's largely Musk personality related and not really a statement about people's opinions about AI or even Tesla's underpinning prospects. If we look at Palantir, I think that's an interesting one because it rallied immediately after its earnings report had a blockbuster. financial figures and has continued to stair step higher since.

It's been alternating up days and down days since its earnings, but the up days are all bigger than the down days. So it's sort of a aggressive buy on dip going on there. Palantir has become the symbol of, I think, the next wave of AI speculation. Web Bush said about its earnings, the AI software era is now arriving. I'm paraphrasing there.

It's been alternating up days and down days since its earnings, but the up days are all bigger than the down days. So it's sort of a aggressive buy on dip going on there. Palantir has become the symbol of, I think, the next wave of AI speculation. Web Bush said about its earnings, the AI software era is now arriving. I'm paraphrasing there.

It's been alternating up days and down days since its earnings, but the up days are all bigger than the down days. So it's sort of a aggressive buy on dip going on there. Palantir has become the symbol of, I think, the next wave of AI speculation. Web Bush said about its earnings, the AI software era is now arriving. I'm paraphrasing there.

In the first wave, it was the NVIDIAs of the world and sort of the pickaxe and shovel type companies for this gold rush. And now we're moving into the companies that are actually putting it into effect in these products and the sort of productivity and upgrades that it can give to customer UX and based on AI. And so I think Palantir has become sort of the spotlight company for that.

In the first wave, it was the NVIDIAs of the world and sort of the pickaxe and shovel type companies for this gold rush. And now we're moving into the companies that are actually putting it into effect in these products and the sort of productivity and upgrades that it can give to customer UX and based on AI. And so I think Palantir has become sort of the spotlight company for that.

In the first wave, it was the NVIDIAs of the world and sort of the pickaxe and shovel type companies for this gold rush. And now we're moving into the companies that are actually putting it into effect in these products and the sort of productivity and upgrades that it can give to customer UX and based on AI. And so I think Palantir has become sort of the spotlight company for that.

And I think it's getting a lot of the money that's come out of some of the chip makers and the other first wave AI winners. Some of that money that's being trimmed out of those is moving into Palantir.

And I think it's getting a lot of the money that's come out of some of the chip makers and the other first wave AI winners. Some of that money that's being trimmed out of those is moving into Palantir.

And I think it's getting a lot of the money that's come out of some of the chip makers and the other first wave AI winners. Some of that money that's being trimmed out of those is moving into Palantir.

Just looking ahead to next week, the earnings calendar is starting to slow down. There's still a fair number of reports coming out, but the biggest names are kind of off the table at this point. If you're looking for kind of a highlight for next week, I think Walmart. is going to get a lot of attention. It's sitting at 52-week highs recently. It's up 83% in the past 12 months.

Just looking ahead to next week, the earnings calendar is starting to slow down. There's still a fair number of reports coming out, but the biggest names are kind of off the table at this point. If you're looking for kind of a highlight for next week, I think Walmart. is going to get a lot of attention. It's sitting at 52-week highs recently. It's up 83% in the past 12 months.

Just looking ahead to next week, the earnings calendar is starting to slow down. There's still a fair number of reports coming out, but the biggest names are kind of off the table at this point. If you're looking for kind of a highlight for next week, I think Walmart. is going to get a lot of attention. It's sitting at 52-week highs recently. It's up 83% in the past 12 months.

So in a lot of ways, it's been trading like a growth stock, even though there couldn't be a more stable establishment.

So in a lot of ways, it's been trading like a growth stock, even though there couldn't be a more stable establishment.

So in a lot of ways, it's been trading like a growth stock, even though there couldn't be a more stable establishment.

Yeah, right. But yeah, there's been sort of... a rush into Walmart. It was not even a rush, it's sort of a steady drip, drip, drip over the last 12 months. And I think that's partly the same kind of Coke McDonald's value play, the expectation that inflation is going to drive people to lower price alternatives. Walmart's also getting a lot of credit for its e-commerce gains.