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- Aug 5 Palantir is the only software company growing at over 45% YoY
Aug 5 Palantir is the only software company growing at over 45% YoY
$PLTR $MELI
Mukund Mohan
August 05, 2025
Market
“On one hand, we want lower drug prices and there is an executive order for that. At the same time there are 250% tariffs on imported drugs. This circle wont square” 😊 😋
Stocks took a breather post the rally yesterday
The US trade deficit plunged 16% to $60B as trade with China dropped to a 21-year low. Exports also lowered, by a smaller amount, since we don’t sell much to China. The GDP grew primarily from front-end loaded imports so this is a temporary trade deficit plunge.
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Video of the day
Today’s video is on Palantir $PLTR ( ▲ 1.64% ) the AI software company.
