00:00 Overview
02:00 Palantir
06:00 Shopify
08:30 Uber
13:50 Spotify
15:57 AMD
17:34 FICO
18:15 Duolingo
26:40 Texas Roadhouse
28:55 Tom Lee Case For The Bull Market
32:54 Amazon OpenAI Deal
34:07 Fail Of The Week: Sam Altman