Is the A.I. Revolution Real?

The big question recently on the market is “is the A.I. revolution a real thing or only a bunch of big companies spending a lot of money making each other’s numbers look good”?

Palantir is one of the keys to the success of this A.I. revolution in my opinion. Amidst all these adoptions by employees spending lots of tokens/money on using these chatbots to create and generate, enterprises are trying to find their way through the fog of a massive disruptive change. On the one hand, enterprises need to stay on top of technology to remain competitive. On the other hand, they need to risk manage this intrusive new tool:

• Are you losing your data privacy to A.I. models?
• Are you getting the results and efficiency you need from all the money spent?

Comes Sovereign A.I.. Palantir, NVIDIA and a group of companies recently are pushing something called sovereign A.I.. Over the past two decades, Palantir has been the data analytic company that believes in not only computer autonomy, but rather, the partnership between human and A.I. to yield the best results. They have built tools that help humans make timely and critical decisions. Leveraging their depth of experience, platforms, talents, and expertise, Palantir has launched and may have coined the term “Ontology”.

Ontology is the application level that sits between the enterprise data and the A.I. models. Simply put, it protects enterprise data from the A.I. model and makes sense of the data for the A.I. agents. By doing so, it protects a business’s intellectual capital.

I am not promoting the stock. It is of my opinion that A.I. infrastructure industries may be a better space to look for opportunities than to try and figure out which A.I. company will be the winners.

Full disclosure, I have an overweight position in Palantir personally. It is also a top holding in my Super-Cycle Growth model. But I am not recommending you buy or sell any individual stocks. This is not an investment recommendation or advice. This is strictly an expression of my opinion on technological trend only.