1. Palantir has seen a 156% YTD return, driven by accelerating revenue growth and strong business momentum from its AIP. 2. Revenue growth rate needs to maintain above 20% for the shares to remain fundamentally strong. 3. Government revenue growth was 23% YoY, up from 16% YoY in Q1. 4. The challenge lies in PLTR's valuation at 34x FY24 revenue and 29x FY25 revenue.

➀ The future of AI technology is being shaped by semiconductor chips, not just software. ➁ Strategic partnerships with East Asian hardware firms and equity stakes in semiconductor companies are crucial. ➂ India and Silicon Valley need to reevaluate their tech investment strategies, focusing more on hardware.