He Just Interviewed Palantir's CEO. The Money Isn't in the Models.

Amit Kukreja of Amit Investing (@amitinvesting) joins Trading Trends the same day Palantir reports, fresh off his own sit-down with CEO Alex Karp. His takeaway is that the profits from AI are not landing at the model layer. He sees the value going to the compute underneath and the software applications on top, and says the models themselves increasingly look like a commodity that keeps getting cheaper. He also opens up his process: hunting undercovered stories, screening for profitable sustainable growth in founder-run companies with large addressable markets, starting a new position around two to three percent of the portfolio and letting it earn its way bigger, and adding to a name whose earnings were strong even as the stock fell hard. There is a sharp line between what he will scalp intraday and what he will actually own for five years. He discloses positions in the names discussed. All views are his. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 Meeting today's guest 01:32 Finding the undercovered story 02:45 The name he has been buying 03:25 Why he wants a founder at the helm 04:53 How he sizes a new position 05:39 Buying into the dislocation 06:37 Why he started day trading 07:44 What he will trade but never own 09:10 Thinking for yourself online 11:03 What Alex Karp told him 11:50 Where the AI value actually goes 13:12 The case for sovereign AI 14:33 Refrigerators and Coca-Cola #tastylive #amitkukreja #palantir #aistocks #investing #tradingtrends #positionsizing #alexkarp #stockmarket #retailinvesting tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.