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James E. Demmert crowned Nvidia (NVDA) as 2024's A.I. winner for the massive demand surrounding its products. However, he says the baton has been passed to Palantir (PLTR) in the A.I. "relay race." He calls Palantir a winner in the space for its stock performance. When asked if the company's valuation is too high, he points to parts of the business that justify the price.

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