

Wholeheartedly agree. The point I’m more trying to make is that they can survive much longer without popular support than other kinds of movements. So Palantir can be very successful for a long time aligning with the regime, even if it will ultimately fall. They can (and probably plan to) jump ship before that fall, like German companies that aided the Nazis did after WWII.


No, sales are going down because prices are going up. If you have a fixed inventory and sales go down, you lower prices to increase demand and move the product and keep your revenue stream. But in this case, they’re moving supply away from this market (consumer hardware) to a different market (AI data centers). So the supply is going down with (previously) fixed demand, driving prices up. The “motherboard sales are collapsing” headline comes from looking at the consumer hardware slice of the computing hardware market. If you look at total sales from each manufacturer, so include the AI data center sales in the analysis, they’re not having any trouble moving inventory nor keeping up their revenue stream overall.