The Canadian Investor Palantir Keeps Rolling And the Case for Global Stocks
Feb 9, 2026
They unpack Palantir’s massive revenue surge and the volatile market reaction. They debate Microsoft’s cloud slowdown and heavy AI capex pressure. Starbucks’ shaky turnaround and costly store remodels get scrutinized. The hosts make a case for looking beyond U.S. stocks and outline practical international diversification options and ETF choices.
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Episode notes
Palantir’s Growth Versus Valuation
- Palantir delivered ~70% revenue growth and beat guidance but its sky-high valuation limits upside.
- The company shows outsized Rule of 40 performance but leaves little margin for error given its size.
ShipOS Submarine Planning Win
- Palantir's ShipOS reportedly cut a submarine production planning task from 160 hours to 10 minutes.
- The example came from a customer report highlighted on the company's call.
Hyperscaler CapEx Is Under Scrutiny
- Microsoft showed strong revenue and EPS growth while massively increasing AI-related CapEx.
- Markets worry CapEx growth may outpace returns, pressuring hyperscaler valuations.