Stephanie Walter believes that Palantir (PLTR) earnings prove the has longevity in the AI race, though not without some concerns. Traction in the company's enterprise reach is something she sees as impressive, though the rate of adoptions remains a key question moving forward. Brad Shimmin explains how Palantir engrains itself in the many layers of the AI trade and why he sees it as a bullish indicator. In short, he sees Palantir's business model as the core to AI sustainability.