Better use of capital and better stories in AI outside of Palantir, says Jefferies' Brent Thill

Well, let's get another check on Palanteer with those results out just a few moments ago. Strong numbers across the board, a beaten raise, but shares bouncing around here in overtime, now up fractionally, uh, giving up their initial pop. And this is coming into the print.This was the fifth best performing stock in the S&P 500 year to date, up a whopping 170%. That pushed its forward price to sales ratio to 85 times. It's the highest in the S&P.So, let's bring in Brent Bill, Jeff equity analyst. He has a sel ...