Latest / Rigatoni Capital Podcast
Why I Choose Palantir, AppLovin, and Bitcoin Over the AI Disruption Noise
South Korea's KOSPI has rallied about 80% this year and Taiwan is up about 40%, both markets transformed by AI driven semiconductor demand. Samsung, SK Hynix, and TSMC are genuinely reshaping global market cap structure. I open with why I am being cautious on chasing these markets, because nothing goes up in a straight line. But the meat of this morning's conversation is about where I actually put my conviction. When it comes to the AI Disruption story, my three fighters are Palantir, AppLovin, and Bitcoin, and I walk through exactly why I choose these over the noise. I also cover my Memorial…
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