Replies to post #28454 on The Rising Influence of Rising Affluence

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NVDA - Until proven otherwise, the rise of AI benefits hardware providers relative to software. BTW - I have found it useful to turn Bard on in my Google searches and get additional context on topics/things that search.

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MSFT/PLTR - Fabric is MSFT answer to Palantir's Foundry and it will be formidable competition.

https://learn.microsoft.com/en-us/fabric/get-started/microsoft-fabric-overview

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PLTR - AIP starting to show up in commercial growth metrics and starting to impact bottom lines. I sold $22 CC's