EPISODE · May 26, 2026 · 32 MIN
Why I Choose Palantir, AppLovin, and Bitcoin Over the AI Disruption Noise
from Rigatoni Capital Podcast · host Colin Santucci
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 Day weekend homework on Kai Wu's intangible asset framework for picking software stocks, and go through my notes from the Iced Coffee Podcast with Chris Camillo on his bull cases for Amazon, SweetGreen, and Robinhood. His trading strategy is interesting but listening to one podcast is not going to make you trade like him. Easier said than done.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #SouthKorea #KOSPI #Taiwan #TSMC #TSM #Samsung #SKHynix #Semiconductors #SMH #EWY #AIDisruption #Palantir #PLTR #AppLovin #APP #Bitcoin #BTC #KaiWChrisCamillo #stockanalysis #marketwatch #RigatoniCapital$TSM $MU $SMH $EWY $PLTR $APP $QQQ $BTC
What this episode covers
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 Day weekend homework on Kai Wu's intangible asset framework for picking software stocks, and go through my notes from the Iced Coffee Podcast with Chris Camillo on his bull cases for Amazon, SweetGreen, and Robinhood. His trading strategy is interesting but listening to one podcast is not going to make you trade like him. Easier said than done.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #SouthKorea #KOSPI #Taiwan #TSMC #TSM #Samsung #SKHynix #Semiconductors #SMH #EWY #AIDisruption #Palantir #PLTR #AppLovin #APP #Bitcoin #BTC #KaiWChrisCamillo #stockanalysis #marketwatch #RigatoniCapital$TSM $MU $SMH $EWY $PLTR $APP $QQQ $BTC
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Why I Choose Palantir, AppLovin, and Bitcoin Over the AI Disruption Noise
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