Brian Stewart

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And in general, and this has been a theme of a lot of companies. I mean, Tesla is a great example of a company that was seen significant benefit on the prospects of future technology, especially autonomous vehicles.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

And Uber is right there getting a tailwind from predictions that eventually it'll be able to kind of stick the AV landing and be able to finally have that fuel the top and bottom lines going forward.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

Yeah, just to discuss Tesla briefly, I think that has a lot to do with the perceived distraction of Elon Musk being at the centerpiece of the Doge debates and also making a bid and then withdrawing a bid for open AI. I think people did not see that as sort of a serious attempt to take over that company and more of a publicity campaign.

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.

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.

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.