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Show Notes
Adam Coons previews Palantir (PLTR) earnings ahead of the AI software company's upcoming report. He believes the earnings is one story, but its guidance will more closely watched. Adam says this is a stock "everyone loves to hate" because of its elevated valuation, and how it matches up with future expectations. He breaks down the company's exposure to government contracts, and discusses the spend in aerospace & defense this year. Adam mentions Palantir's partnership with Nvidia (NVDA) as a potential key to the next leg up.
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