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☕️ Palantir, Nvidia and Salesforce – Think AI is still hype?

Jun 26, 2025

Howdy! 👋

The S&P 500 just notched another record despite it all exactly as I suggested would likely be the case in early April when people were pitching out everything but the kitchen sink.

“Volatility is the price of admission,” I said on more than one occasion.

That’s still true.

Only now, it’s FOMO season.

That could be fabulous for our money as all the Johnny-come-latelies scramble to buy having realized that they’re getting left behind those of us who own the right names at far lower prices because we stayed “in to win” – something you hear me say frequently.

Doesn’t that feel great?

I think so.

Well done, everyone!

I know it’s not easy, but you deserve to take a deep breath and congratulate yourself on a job well done.

I may even have to break out my victory dance, which is owed to the late, great James Brown.

You?

Here’s my playbook.

1 – Most valuable again—Still think it’s just hype?

Nvidia just became the world’s most valuable company again, closing at $3.77 trillion after surging more than 60% since April’s tariff induced low.

The rally is being driven by more than hype.

According to the U.S. Census Bureau, AI adoption across American businesses has now hit 9.2%, up from 5.7% just two quarters ago… very close to the 10% I put on the map less than 2 years ago.

Why you should care.

This is an adoption curve that took e-commerce more than two decades to achieve.

Oh and remember all the worry warts I told you to ignore despite trade war noise, export restrictions, and a $4.5 billion write-down tied to H20 chip curbs?

Nvidia is crushing expectations. Q1 revenue hit $44.1 billion, up 69% YoY.

You know what to do and, if not, I submit you need to take a hard look in the mirror and ask yourself if you’re really an investor or a ticker tourist in search of the hot money.

Either is fine, just be clear about who you are so you know what to do, what to buy, and when.

2 – Palantir just flipped the nuke switch

Team Karp just signed a $100 million, 5-year deal to co-develop a new Nuclear Operating System (NOS)—an AI-driven platform designed to streamline the construction of nuclear reactors. (Read)

This is a big deal… and not just because of the money.

For years, Palantir has positioned itself not just as a software company, but as a builder of operating systems for entire industries. Now, that vision is taking real-world shape in one of the most strategically important sectors on the planet: nuclear energy.

But here’s the real unlock.

Nuclear isn’t just a power play—it’s a national security asset and critical to sovereign AI, a term I coined in 2021.

The ability to build, maintain, and expand nuclear infrastructure has direct implications for energy independence, geopolitical leverage, and military/industrial resilience. And in a world that’s increasingly trifurcated—U.S. vs. China vs Russia — democracies vs. authoritarian vs collective regimes—that matters more than ever.

While we’re at it, let’s remember that nuclear energy comes with some of the most complex, high-stakes regulations anywhere in the world. That’s exactly the kind of environment where Palantir’s software thrives—turning opaque, bureaucratic, high-friction processes into data-driven, real-time execution.

My POV: Most companies build apps. Palantir builds industry nervous systems that produce actionable information capable of making the world safer, more efficient, and more dynamic. I think this move – the NOS – opens new floodgates for similar moves in defense, energy, logistics, and beyond.

$200.

3 – Oh, Shell No! – why this is a bad deal disguised as a bargain

Shell has officially denied reports that it’s pursuing a £60 billion takeover of BP, issuing a formal statement under Rule 2.8 of the UK Takeover Code. (Read)

That means it’s legally barred from making another approach for six months—unless something changes materially, like a third-party bid or BP’s board inviting talks.

The speculation came as BP struggles with ongoing investor disappointment, a botched green energy pivot, and activist pressure from Elliott Management. The company’s market cap has dropped by nearly a third in the past year, making it a potential target.

Meanwhile, Shell has been riding stronger-than-expected earnings and ramping up share buybacks—something CEO Wael Sawan said remains a higher priority than acquisitions.

A Shell–BP merger would create a £200 billion UK oil supermajor, but I’m not convinced that’s a win despite what loads of investors seem to think.

BP is a mess right now—uncertain leadership, failed execution, and a credibility gap with investors. Absorbing that kind of baggage would be a distraction for Shell and a drag on performance.

Hmmm. 🤔

By contrast, one of my oil faves has a TSY of 8.02% or roughly 1.7X the listed dividend most financial sites show you – as well as 38 consecutive annual dividend increases on the books. Not to mention a fantastic pipeline – pun absolutely intended that’s helped it handily outperform the S&P 500 with less risk.

I hope you own something similar because that’ll help you achieve higher risk adjusted returns over time. And, what the hey, generate some cold hard dividend cash, too.

4 – Doctor AI will see you now, oh and he’s speaking Mandarin

Ant Group—best known as the fintech powerhouse behind Alipay—is making a major bet on AI in health care. The company just launched a new app called AQ (“Answer Your Question”) powered by large language models developed with Alibaba and DeepSeek. (Read)

The app lets users consult AI avatars of real doctors, analyze medical reports, and even jump the queue for real-world diagnostics if needed. It’s already tied into 5,000+ hospitals and 1 million doctors across China. Ant says it's seen early success with foreigners living in China and plans to expand the app globally in multiple languages.

Seems to me that this isn’t just about tech—it’s about exporting Chinese AI innovation, and Ant is clearly signaling its international ambitions.

China’s marrying its massive health data pool with cutting-edge AI and, in stark contrast to the glacially paced nightmare that passes for US medical care, it’s moving fast.

The U.S. has the talent, but China has the scale.

I think Ant’s move could foreshadow a new front in the global AI race—which is why serious investors should be focused well beyond “just” the tech.

I’ll be here if you’d like to join the One Bar Ahead® Family and thousands of like-minded investors who are tired of fighting for Wall Street’s table scraps when it comes to stuff like this, btw.

5 – Salesforce CEO: AI is doing 30-50% of the work with a 93% accuracy rate

Salesforce CEO Marc Benioff didn’t mince words.

AI is now doing 30% to 50% of Salesforce’s workload, with an internal accuracy rate approaching 93%. (Read)

He called it a “digital labor revolution,” but I think it’s far bigger than that.

Companies with the right data, metadata, and infrastructure are starting to create real margin expansion by shifting lower-value tasks to AI systems and redeploying human capital toward higher-value work.

That’s why, for example, the OBA Model Portfolio is filled with ‘em and I hope you’ve got some skin in the game, too.

The sooner you get on board – with AI - the sooner your portfolio can thank you.

I don’t know how much more blunt I can be.

AI will go down as the biggest investing theme in human history because every business on the planet will adapt, adopt or die. (Watch)

If you are not investing in AI in one form or another at this stage of the game, you are kidding yourself.

AI isn’t just “a” tech but something that will alter the course of humanity.

It’s already printing a new generation of millionaires, and I want you to be one of ‘em. Start today on your own or by joining the OBA Family if you’d prefer.

I don’t care either way… JUST GET STARTED dang it!