It is estimated that after one or two companies report earnings that exceed expectations, the software sector will also see a wave of bottoming out and rising.

Under the AI wave, hardware and software are spiraling upward.

PLTR基本面追踪

PLTR's earnings report continued its streak of beating expectations for 10 consecutive quarters, with strong growth in US customers and the launch of AI FDE on the product side, achieving a peak in revenue per employee in the US market. There's nothing to worry about fundamentally. I'd like to discuss the phenomenon I've observed from the perspective of institutional holdings and capital rotation:Starting from Q1, PLTR's institutional holding ratio stabilized after nearly five years of growth and saw a significant decline in Q2. This coincided with the suppression of software stock valuations since early '26 and the continuous surge in AI hardware like storage. The decline in PLTR's institutional holdings also represents active funds reducing their weight and allocation to the software sector. In terms of trading volume, last year TSLA, NVDA, and PLTR were regulars in the top 5 for trading volume. Now, the top trading volume spots have become Micron and SanDisk. If the market was still skeptical in Q1, then by Q2 institutions had already started to FOMO. At the same time, as the market capitalization of the storage hardware sector grew, it also increased the companies' weight in the Nasdaq 100 and S&amp;P 500. During the next index rebalancing, this will bring more passive index-following capital inflows. Once this sector trend is established, it won't be easily reversed. Against this backdrop, even the best performance by individual software stocks is placed in a challenging context. This is the awkward current situation for software stocks.However, PLTR is different from ordinary software stocks. PLTR has unique irreplaceability. Even with the current sector rotation, I have no doubt about PLTR's potential to surge towards a trillion-dollar market cap in the future. Karp once said in the 2024 shareholder letter: &#34;All of the value in the market is going to go to chips and what we call the Ontology.&#34; Hardware still needs software to land in commercial scenarios to realize broader business value. In the wave of AI, I believe the two are spiraling upwards. This is the logic behind why I remain bullish on PLTR.$Palantir Tech(PLTR.US)

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Ranks in the top 1% of account holders by total assets
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Achieved a total trading volume of 100M HKD

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