About this episode
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00) Show Notes: Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush Trump announces reciprocal tariffs January CPI Report: Say Goodbye To Rate Cuts Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .