NVIDIA's forward P/E of 23 versus Palantir's 148 captures the market's verdict that infrastructure compounding beats closed-model application-layer risk. Microsoft fell 19% year to date despite a $37 ...

Izzy Englander’s hedge fund firm has posted double-digit returns almost every year since inception and is poised to close on $22 billion of new commitments next month.

NVIDIA's Data Center revenue hit $75 billion with networking up 199%, while PLTR's structural model independence hasn't prevented a 26% year-to-date loss. Microsoft is down 19% year to date despite ...