I think Apple and google are going to do to open ai and Palantir

[Java]

What Microsoft did to Netscape and what the phone companies did to AOL.

I think they are going to absorb. Perfect and make AI their own and integrate it into their own products.  Without needing Sam Altman or anyone else.

palantir relies on too many big government contracts and big stuff.  Someone’s going to take them out at their knees.  I think adobe is a great company to do that.

let’s see if I’m right. I’m big on AI but not on AI stand alones.

[BigBalls]

I have both Apple and Palantir. Both rang the bell for me in ‘25 in a very nice way. I went against Tee’s advice on PLTR. Let’s wait for Tee to weigh in and then do the opposite of what he says.

Just kidding.

Competitive pressures from startup AI’s are increasing and that’s going to continue. I’m not quite ready to sell PLTR and most analysts are still bullish.

[Java]

I own Apple and Google, though neither in huge amounts.  I have a lot more Meta, Tesla, IBM, TQQQ Amazon and LRCX than might be healthy.

[BigBalls]

The AI bubble has a lot more room to grow in my opinion. I’m also too heavy with tech even as I try to reduce my exposure. 2026 will be our fifth straight year of record wins. Lower corporate taxes, lower rates, and an administration committed to Wall Street profits should carry the year. Despite tariffs. As we stand here today I can confidently say that those waiting for a stock market crash will have another tough year.
Despite the stupid liberation day tariff moves in April that shocked the market, I hit 26% return for 2025.

[Author]

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