Palantir beats and entertains. What can SpaceX deliver?
Résumé: Today, a look at the broad market in a positive mood as recent divergences between AI hardware and other names were nowhere in evidence. We zoom in on Palantir's incredible quarterly reports and the wild and entertaining earnings call with CEO Alex Karp, wonder how SpaceX can deliver anything notable today relative to the company's valuation, and preview AMD, Novo Nordisk and Eli Lilly, all with Saxo Equity Strategist Ruben Dalfovo. Macro and FX and more also on today's pod, which was hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- Yesterday's John J. Hardy substack post with many links, including on AI.
- John's The FX Trader piece from this morning, focusing especially on the recent coordinated JPY intervention and EURJPY.
- 69 Starship launches to get one decent payload to the moon? A Starship skeptic speaks out on concerns related to the idea of SpaceX using these space-based depots of fuel to extend the operating range of Starship.
- Arnaud Bertrand challenges Palantir's AI Sovereignty framework, although Palantir's results spoke quite loudly late yesterday, as did CEO Alex Karp himself.
- Tungsten as an indicator of war risk and once again, a mineral supply chain that China dominates.
Questions and comments, please!
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