Palantir: I Regret Moving To The Sidelines, And I'm Diving Back In (Upgrade)

Core Insights - The unexpected stock market gains in 2025 have been primarily driven by large-cap momentum technology stocks, particularly in the AI sector [1] Group 1: Market Performance - The trade of the year has been AI, with significant contributions from companies like Nvidia and Oracle [1] Group 2: Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1]