The Semiconductors Can't Stop, AMD Keeps Winning, Palantir Has The Best Quarter Ever | Basis Points

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Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro04:24 - Palantir12:30 - Semis Rally37:56 - AMD40:46 - Reddit47:20 - Space X and Anthropic56:41 - Amazon

Episode metadata supplied by the publisher feed · Published May 11, 2026

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The Semiconductors Can't Stop, AMD Keeps Winning, Palantir Has The Best Quarter Ever | Basis Points

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