Sell PLTR by Jul 23, 2026.

Because i have been thinking about this and something doesn't add up. Reason with me... (p.s. I stand to be corrected.) the hyperscalers Microsoft, Google, Amazon, Meta are collectively spending over $700 billion on AI data centres this year. yeah 700 BILLION DOLLARS. NVDA is printing money. AMAT is printing money. the picks and shovels guys are obviously winning. But who else? Do you know of any company outside of semiconductors that has genuinely moved the needle on revenue because …