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Vinoo Ganesh led Palantir's program for staffers to try forward-deployed engineering in the 2010s. FDE programs are all the rage at companies from OpenAI to Google.
Palantir's accounts receivable reached $1.49 billion at the end of June, up from $1.04 billion at the end of 2025. One customer represented 27% of those receivables, while no customer accounted for more than 10% of revenue.
NVIDIA, Amazon, Palantir, Dell and Fortinet stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching SPY and QQQ pull ahead.
Palantir Technologies Inc. (PLTR) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, PLTR broke through the 20-day moving average, which suggests a short-term bullish trend.
PLTR pairs 93% revenue growth with a 62% adjusted operating margin, but its premium valuation leaves little room for disappointment.
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.
Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity.