Peter Conway has recruited for some of the buzziest defense and hard tech firms in Silicon Valley over the last decade, like ...

Palantir Technologies (PLTR) stock surged following the re-election of Donald Trump to The White House. Despite CEO Alex Karp ...

Two big defense tech players, Palantir and Anduril, are talking to tech companies including SpaceX, OpenAI, Saronic, and Scale AI about forming a consortium to bid on Pentagon contracts ...

This strong statement suggests to me that along with Palantir, investors should favor large companies in general and Nvidia, whose GPUs are the key building blocks enabling the AI revolution.