Part 5/7:
As the discussion advanced, Fitzgerald mentioned Palantir as one of his notable stock picks, praising it as an underrated performer in the market which has climbed to about $80 per share. He indicated that its integral role in national defense and AI places it in a ripe position for significant revenue growth. However, Deets countered this optimism by pointing out valuation concerns and competitive pressures from larger tech firms that could impact Palantir's future growth.