Amit started a religious war… PLTR vs SNOW & Databricks
https://twitter.com/vinceisbullish/status/1763896461979160939
A long story on PLTR for those interested. Haven’t read it… so long 
Ok, blah blah blah about business usage. Which would yield a better financial return for investors?
Since PLTR IPO on Sep 20, 2020, it outperforms an AI & robotics company led by an outstanding engineer.
Strong performance of CRWD and PLTR is not able to compensate for bad performance of @manch’s favorite NET and SNOW. The data stock portfolio is now 10% below ATH. Should have sell when it is some1 favorites given his track record 
Why oh why I didn’t sell NET and SNOW to focus on PLTR and CRWD… clear moat!
SNOW: Potential re-bounce, not sure is DCB or start of wave 3… wait for price action… impulsive or corrective… So long not below $138.4, I would view the drop from earnings as wave 2… bullish divergence has occurred giving optimism that wave 2 might have completed or almost completed.
Danny is not friendly. Only want to update price target in his patreon. That remind me that I need to update the EWT. No change in count from what is posted 28 days ago… just update price progression…
PLTR is not competing with SNOW and Databricks.
SNOW and Databricks are competitors.
Snowflake Cortex is entering public preview.
https://docs.snowflake.com/en/user-guide/snowflake-cortex/llm-functions
They did a demo 4 months ago:
Managing data is hard, especially with regulatory compliance in different jurisdictions. Hooking up an LLM is relatively easy.
PLTR, Apple Vision Pro and NVDA’s omniverse are synergistic 
Long ago some people claim they don’t understand PLTR. Even question why it is an AI stock. Now many are buying it as the next big AI stock.
Whenever you read about a downgrade by an obscure analyst… you need to dig deeper (some bloggers blindly believe Can’t do first principles thinking?).
