Chris Campbell:

Why Palantir Has Been the Single Best Trump Trade

Palantir is quickly cozying up to Uncle Sam. New reporting from The New York Times reveals Palantir has pulled in over $113 million in government contracts since Trump returned to the White House, and that doesn’t even include a fresh $800 million Defense Department deal. Traders who bet on Trump-linked companies tied to national security are being vindicated, and Palantir is leading the pack.

Sure, Palantir is riding the AI boom. But its real advantage is deeper — a long-standing, now supercharged relationship with Washington. With Peter Thiel’s political ties (including his early backing of Vice President JD Vance), Palantir is at the intersection of AI innovation and Trump’s renewed focus on defense and intelligence spending. Uncle Sam remains its largest client, and this administration shows no sign of cutting back.

Now Palantir is flirting with new record highs, proving that traders who saw the political and technological alignment were right. In a market chasing the next AI winner, Palantir isn’t just another AI stock — it’s the AI Trump trade.

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Enrique Abeyta:

Never Fight the Trend

“Past performance is not indicative of future results.”

Stop me if you’ve heard this one before.

It’s the boilerplate disclaimer stamped on just about every investment product on Wall Street. You’ll find it in prospectuses, pitch decks, and fund marketing materials.

It’s treated as gospel. But in my experience, it’s dead wrong.

In fact, past performance is one of the best indicators of future results — if you know how to interpret it correctly.

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James Altucher:

Trump’s 2025 Tariff Revolution

James sits down with Wilbur Ross, former Secretary of Commerce and seasoned investor, for a candid and highly detailed discussion on tariffs, China, inflation, pharmaceutical policy, and the state of the U.S. economy. 

Ross offers a firsthand look at the economic strategies being proposed for a possible second Trump administration — explaining why blanket tariffs might make sense, what’s really going on with China and rare earths, and how executive power is being used to bypass bureaucratic gridlock.

Listeners will get a rare window into how economic policy is being formed, the political forces shaping it, and what it all means for growth, inflation, and American manufacturing.

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