CNBC Television
Squawk Pod: Palantir CEO Alex Karp & Treasury Secretary Scott Bessent - 11/04/25 | Audio Only
11/4/2025, 7:30:08 PM
Economic Summary
- Palantir (PLTR) is presented as posting exceptionally strong financial metrics — a cited 'rule of 114', U.S. commercial growth of ~121%, aggregate U.S. growth of 77%, and an aggregate base around $4.5 billion — producing substantial free cash flow and high-quality revenue.
- The broader AI market has two key dimensions: the addressable market for AI that demonstrably works (durable top- and bottom-line growth) versus parts of the stack that could be a bubble; this raises distribution questions about how much AI-driven GDP growth is available to workers ('worker available GDP').
Bullish
- PLTR printing cash with extremely strong growth metrics.
- AI-driven GDP growth benefits NVDA and AI infrastructure providers.
Bearish
- Michael Burry has a large short position against PLTR.
- Concerns of an AI bubble due to heavy chip and data-center spending.
- Analysts label PLTR overpriced; experts remain skeptical despite retail investor enthusiasm.
Bullish tickers
PLTRNVDA
Bearish tickers
PLTRNVDA
PLTR
Bullish
Presented as a cash-printing, enterprise AI software leader with exceptional growth rates, strong U.S. commercial expansion, and durable customer alignment.
Bearish
Short sellers (notably Michael Burry) argue PLTR is overvalued and question sustainability despite retail enthusiasm.
NVDA
Bullish
Seen as a primary beneficiary of AI-driven GDP growth as a key chip provider and infrastructure enabler.
Bearish
Exposure to an AI bubble narrative and heavy capital spending on chips/data centers could pressure economics.
People mentioned
Michael BurryAlexMichael PhelpsMichael Jordan