Natalie Gallagher

And so the risk of those valuations maybe being artificially bolstered goes up.

Yeah, I mean, absolutely, right?

So if we see this truly meaningful transformation in the economy that's sort of promised with AI, then we're in a great spot, right?

These circular investing schemes, that is excellent foresight by these companies.

If we don't see that, right, that's the real risk of pretty significant market correction, right?

Because that investing scheme, it is bolstering the overall revenue numbers that we're seeing.

You know, one headwind I'm particularly interested in tracking is actually jobs, right?

So we're in a labor market overall when we talk about the macro economy that's quite soft.

But when we speak specifically to AI, machine learning, sort of these high-powered tech jobs, we have a little bit of a bottleneck.

there.

And so, something really interesting that came out of the U.S.-Taiwan trade deal just a few weeks ago was this goal, right, of onshoring significant supply chain efforts from Taiwan to the U.S.

In order to do that, we're also going to need significant changes in our workforce development.

And there's a risk there, right, because we've had meaningful policy changes over the last year alone.

The largest?

So is that going to be over 100 billion?

It has, and if you look even further back to November, when they hit their record high ahead of their last earnings report, the drawdown is about 25%, which is pretty significant for Palantir, for any stock, and a very different setup that we've seen going into earnings from previous reports.

It's definitely looking like, you know, the stock could get a little bit of help.

Its valuation is still very high, even though it's come in a little bit with the, you know, the stock's decline.

So investors are looking for some very key things.

I mean, Palantir is expected to put up another great quarter.